--- title: "Connect Salesflare and SwagUp - APIANT.ai" description: "When \"New Account\" fires in Salesflare, your agent runs \"Find an Order\" in SwagUp." canonical: "https://apiant.ai/connect/salesflare-to-swagup" --- # Connect Salesflare and SwagUp When **New Account** fires in [Salesflare](https://apiant.ai/connections/salesflare), your agent runs **Find an Order** in [SwagUp](https://apiant.ai/connections/swagup), or **New or Updated Order** in SwagUp to **Add Contact to Account** in Salesflare. Describe the whole flow and it is built, tested on every scenario and kept running. Salesflare **2** triggers Salesflare **22** actions SwagUp **7** triggers SwagUp **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesflare and SwagUp to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Salesflare and SwagUp can do together ### From Salesflare to SwagUp - When **New Account** in Salesflare then **Find an Order** in SwagUp - When **New Task** in Salesflare then **Add Funds to Credit Balance** in SwagUp ### From SwagUp to Salesflare - When **New or Updated Order** in SwagUp then **Add Contact to Account** in Salesflare - When **New or Updated Shipment Status** in SwagUp then **Create Task** in Salesflare Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Salesflare and SwagUp ## Triggers and actions 9 triggers · 32 actions - Trigger **New Account** Triggers when a new account is created in Salesflare. - Trigger **New Task** Triggers when a new task is created in Salesflare. - Action **Add Contact to Account** Links an existing contact to a Salesflare account. - Action **Add tag** Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities. - Action **Add User to Account** Adds a Salesflare user (team member) to an account's team. - Action **Create Call** Logs a call in Salesflare with the given contacts as participants. - Action **Create Opportunity** Creates an opportunity (deal) on a Salesflare account and returns its id. - Action **Create Task** Creates a task in Salesflare, optionally linked to an account, with a due date and assigned users. - Action **Delete contact** Deletes a contact from Salesflare. - Action **Delete opportunity** Deletes an opportunity in Salesflare. - Action **Delete task** Deletes a task in Salesflare. - Action **Find Account** Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts. - Action **Find Contact** Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters. - Action **Find Person** Finds Salesflare persons by name, email, ID or free-text search and returns the matches. - Action **Find User** Finds Salesflare users by name, email, id or free-text search. - Action **Find Workflow** Finds workflows in Salesflare whose name matches the search text. - Action **Get opportunity** Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields. - Action **List tags** Returns the tags in your Salesflare account, optionally filtered by name or ID. - Action **Remove Contact From Workflow** Removes (exits) a contact from a Salesflare workflow so it receives no further workflow steps. - Action **Update Contact** Updates an existing Salesflare contact's name, email, phone numbers, addresses, positions, tags, owner, linked account and custom fields. Fields left blank are not changed. - Action **Update internal note** Updates the text, mentions or date of an existing internal note on a Salesflare account. - Action **Update meeting** Updates an existing meeting in Salesflare: its subject, time, notes, type or participants. For meetings synced from a calendar, only the notes can be changed. - Action **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. - Action **Update task** Updates an existing Salesflare task's description, due date, linked account, assignees or completion status. - Trigger **Low Credit Balance** Triggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes. - Trigger **Low Stock for a Product** Triggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low. - Trigger **New or Updated Order** Triggers when an order is created or updated. - Trigger **New or Updated Shipment Status** Triggers when a shipment is created or its delivery status changes. - Trigger **New or Updated Shipment Tracking** Triggers when a shipment first gets a tracking number or its tracking number changes. - Trigger **New Redemption** Triggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases. - Trigger **Product Deactivated** Triggers when a product in your SwagUp account is deactivated. - Action **Add Funds to Credit Balance** Adds funds to the SwagUp account's credit balance and returns the amount added and the new current balance. - Action **Create a New Recipient** Creates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient. - Action **Find an Order** Returns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date. - Action **Find a Product by Name** Returns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents. - Action **Find a Recipient** Returns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period. - Action **Find a Shipment** Returns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters. - Action **Find Inventory for Products** Returns the current inventory of the specified products, including the stock quantity on hand for each size. - Action **Generate a Unique URL** Creates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token. - Action **Reorder an Existing Product** Places a new SwagUp order for more units of a product already in your account, and returns the created order. - Action **Update Existing Recipient Information** Updates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient. ## Each app on its own - [ **Salesflare** Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.](https://apiant.ai/connections/salesflare) - [ **SwagUp** SwagUp makes it simple to create high quality branded swag for companies to give as gifts to employees...](https://apiant.ai/connections/swagup) Reviews ## What our customers say ## More from Salesflare - [ **Salesflare to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesflare-to-salesforce) - [ **Salesflare to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesflare-to-slack) - [ **Salesflare to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesflare-to-stripe) - [ **Salesflare to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesflare-to-shopify) - [ **Salesflare to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesflare-to-trello) - [ **Salesflare to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/salesflare-to-zoom) ## More into SwagUp - [ **Groundhogg to SwagUp** CRM and email marketing automation plugin for WordPress, with contact management, segmentation, and campaign...](https://apiant.ai/connect/groundhogg-to-swagup) - [ **HubSpot to SwagUp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-swagup) - [ **Salesforce to SwagUp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-swagup) - [ **Slack to SwagUp** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-swagup) - [ **Google Sheets to SwagUp** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-swagup) - [ **Gmail to SwagUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-swagup) Questions ## Salesflare and SwagUp, answered ### ### What can start an automation from Salesflare? Any of Salesflare's 2 triggers in the catalog, including New Account and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SwagUp when something happens in Salesflare? Any of SwagUp's 10 actions, including Create a New Recipient, Update Existing Recipient Information, Add Funds to Credit Balance and Find an Order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SwagUp to Salesflare? Yes. When something happens in SwagUp, your agent can act in Salesflare too. This page covers both directions: SwagUp's triggers and Salesflare's actions are listed here as well. ### ### Do I have to build a connector for Salesflare or SwagUp? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Salesflare and SwagUp without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.