--- title: "Connect Salesflare and WebAsk - APIANT.ai" description: "When \"New Account\" fires in Salesflare, your agent runs \"Create survey\" in WebAsk, or \"Send Responses\" in WebAsk to \"Add Contact to Account\" in Salesflare." canonical: "https://apiant.ai/connect/salesflare-to-webask" --- # Connect Salesflare and WebAsk When **New Account** fires in [Salesflare](https://apiant.ai/connections/salesflare), your agent runs **Create survey** in [WebAsk](https://apiant.ai/connections/webask), or **Send Responses** in WebAsk to **Add Contact to Account** in Salesflare. Describe the whole flow and it is built, tested on every scenario and kept running. Salesflare **1** trigger Salesflare **11** actions WebAsk **1** trigger WebAsk **7** 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 WebAsk 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 WebAsk can do together ### From Salesflare to WebAsk - When **New Account** in Salesflare then **Create survey** in WebAsk - When **New Account** in Salesflare then **Get survey** in WebAsk ### From WebAsk to Salesflare - When **Send Responses** in WebAsk then **Add Contact to Account** in Salesflare - When **Send Responses** in WebAsk then **Find Contact** 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 WebAsk ## Triggers and actions 2 triggers · 18 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. - Trigger **Send Responses** Triggers when send survey responses anywhere. - Action **Create survey** Create a new survey in a WebAsk folder. - Action **Delete survey** Delete a survey/quiz by id. - Action **Get survey** Get a single survey/quiz by id, including its questions/widgets. - Action **Get survey summary** Get aggregated summary/analytics for a survey's responses. - Action **List responses** List answers/responses submitted to a survey. - Action **List surveys** List all surveys/quizzes in the workspace. - Action **List workspaces** List the account's workspaces (used to select where surveys/folders live). ## 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) - [ **WebAsk** Create your own survey or form, get feedback from clients and teammates. It's free!](https://apiant.ai/connections/webask) 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 WebAsk - [ **HubSpot to WebAsk** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-webask) - [ **Salesforce to WebAsk** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-webask) - [ **Slack to WebAsk** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-webask) - [ **Google Sheets to WebAsk** Google Sheets](https://apiant.ai/connect/google-sheets-to-webask) - [ **Gmail to WebAsk** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-webask) - [ **Google Calendar to WebAsk** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-webask) Questions ## Salesflare and WebAsk, 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 WebAsk when something happens in Salesflare? Any of WebAsk's 7 actions, including Create survey, Get survey, Get survey summary and List responses. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WebAsk to Salesflare? Yes. When something happens in WebAsk, your agent can act in Salesflare too. This page covers both directions: WebAsk's triggers and Salesflare's actions are listed here as well. ### ### Do I have to build a connector for Salesflare or WebAsk? 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 WebAsk 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.