--- title: "Connect Salesflare to Synchroteam - APIANT.ai" description: "When \"New Account\" fires in Salesflare, your agent runs \"Create Customer\" in Synchroteam." canonical: "https://apiant.ai/connect/salesflare-to-synchroteam" --- # Connect Salesflare to Synchroteam When **New Account** fires in [Salesflare](https://apiant.ai/connections/salesflare), your agent runs **Create Customer** in [Synchroteam](https://apiant.ai/connections/synchroteam). Describe the whole flow and it is built, tested on every scenario and kept running. Salesflare **1** trigger Salesflare **11** actions Synchroteam **12** 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 Synchroteam 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 can start in Synchroteam - When **New Account** in Salesflare then **Create Customer** in Synchroteam - When **New Account** in Salesflare then **Get or Create Customer** in Synchroteam 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 Synchroteam ## Triggers and actions 1 trigger ยท 23 actions - Trigger **New Account** Triggers when a new account 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 **Delete opportunity** Deletes an opportunity 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 **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. - Action **Create Customer** Create a new customer - Action **Create Equipment** Create a new equipment - Action **Create Job** Creates a new Job - Action **Create Site** Creates a new site - Action **Delete Customer** Deletes a Synchroteam customer identified by its id, your own reference id, or its name. A deleted customer can be restored in Synchroteam. - Action **Delete Equipment** Deletes a piece of equipment in Synchroteam, identified by its Synchroteam id or your own My ID. - Action **Delete Job** Deletes a job in Synchroteam, identified by its Synchroteam id, job number, or your own reference id. - Action **Delete Site** Deletes a Synchroteam site by its id, your own reference id (myId), or its name. - Action **Get or Create Customer** Finds a Synchroteam customer by exact name (optionally also by your reference id and contact email) and returns it; creates the customer when none matches. - Action **Get or Create Job** Looks up a job by your own reference id (My ID) and returns it; if none exists, creates a new job with that reference. - Action **Get or Create Site** Get or Create a Site - Action **List Customers** Returns all customers, optionally filtered by name, email, active status or last-modified date. ## 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) - [ **Synchroteam** Synchroteam is a Cloud-based Field Service Management application](https://apiant.ai/connections/synchroteam) 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 Synchroteam - [ **Etsy to Synchroteam** Etsy is a store that makes it easy to buy and sell handmade, vintage or uniquely manufactured goods online!](https://apiant.ai/connect/etsy-to-synchroteam) - [ **Kit to Synchroteam** Kit is an email marketing platform for professional bloggers.](https://apiant.ai/connect/kit-to-synchroteam) - [ **HubSpot to Synchroteam** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-synchroteam) - [ **Salesforce to Synchroteam** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-synchroteam) - [ **Slack to Synchroteam** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-synchroteam) - [ **Google Sheets to Synchroteam** Google Sheets](https://apiant.ai/connect/google-sheets-to-synchroteam) Questions ## Salesflare and Synchroteam, answered ### ### What can start an automation from Salesflare? Any of Salesflare's 1 trigger in the catalog, including New Account. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Synchroteam when something happens in Salesflare? Any of Synchroteam's 12 actions, including Create Customer, Create Equipment, Create Job and Create Site. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Synchroteam to Salesflare? Synchroteam has no triggers in the catalog today, so automations start in Salesflare. If you need the other direction, ask: your agent reads Synchroteam's API documentation and adds it. ### ### Do I have to build a connector for Salesflare or Synchroteam? 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 Synchroteam 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.