Integration
Connect Salesforce and TouchBasePro
When New object record fires in Salesforce, your agent runs Send Smart Email in TouchBasePro, or New Subscriber in TouchBasePro to Create object record in Salesforce. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Salesforce and TouchBasePro to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Salesforce and TouchBasePro can do together
From Salesforce to TouchBasePro
When New object record in Salesforce
then Send Smart Email in TouchBasePro
From TouchBasePro to Salesforce
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 Salesforce and TouchBasePro
Triggers and actions 5 triggers · 15 actions
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
- New Subscriber
Triggers when a new subscriber is added to a list.
- Unsubscribed Subscriber
Triggers when a subscriber unsubscribes from a list.
- Updated Subscriber
Triggers when an active subscriber on a list is added or has their details changed.
- Add List
Creates a new subscriber list in your TouchBasePro account and returns its list id.
- Add Subscriber
Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it.
- Get Subscriber
Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data.
- Send Smart Email
Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status.
- Unsubscribe Subscriber
Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it.
- Update Subscriber
Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Salesforce and TouchBasePro, answered
What can start an automation from Salesforce?
Any of Salesforce's 2 triggers in the catalog, including New object record and New or updated object record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in TouchBasePro when something happens in Salesforce?
Any of TouchBasePro's 6 actions, including Send Smart Email, Update Subscriber, Add List and Add Subscriber. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TouchBasePro to Salesforce?
Yes. When something happens in TouchBasePro, your agent can act in Salesforce too. This page covers both directions: TouchBasePro's triggers and Salesforce's actions are listed here as well.
Do I have to build a connector for Salesforce or TouchBasePro?
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.
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.