Integration
Connect Salesforce and Twilio
When New object record fires in Salesforce, your agent runs List Messages in Twilio, or New Call in Twilio 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 Twilio to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Connecting Salesforce and Twilio puts phone activity next to the customer record. Inbound Twilio messages and calls can be matched to Salesforce Contacts, Leads or Cases and written down as records, while new or updated Salesforce records can trigger a Twilio number lookup or pull the message history for that number. The agent builds it, tests every scenario and keeps it running.
Example flows
What Salesforce and Twilio can do together
From Salesforce to Twilio
When New object record in Salesforce
then List Messages in Twilio
From Twilio 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 Twilio
Triggers and actions 6 triggers · 20 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 Call
Polls for voice calls on your Twilio account.
- New Incoming Call
Fires instantly when the selected Twilio phone number receives a call.
- New Message Received
Polls for inbound SMS/MMS messages received by your Twilio account.
- New SMS received
Fires instantly when the selected Twilio phone number receives an SMS/MMS. Activating the automation points the number's incoming-message webhook at this automation; deactivating clears it.
- Delete Message
Deletes a message from your Twilio account's message logs.
- Find available phone numbers by criteria
Returns up to 50 phone numbers available to buy in a country that match the specified criteria (area code, pattern, capabilities, location).
- Get Call
Retrieves details of a single voice call by its Call SID.
- Get Message
Retrieves a single SMS/MMS message by its Message SID.
- List Calls
Lists voice calls on the account, optionally filtered by To, From, or status.
- List Messages
Lists SMS/MMS messages on the account, optionally filtered by To, From, or date sent.
- List Phone Numbers
Lists the Twilio phone numbers (incoming phone numbers) owned by your account.
- Lookup Phone Number
Looks up details (carrier, line type, caller name) for a phone number via the Twilio Lookup v2 API.
- Schedule Message
Schedules an SMS or MMS message to be sent later through one of your Messaging Services. A scheduled message can be canceled with Update Message until it is sent.
- Update Message
Updates a Twilio Message: replaces or redacts its text, or cancels a scheduled message that has not been sent yet.
- Update Phone Number
Update settings (voice/SMS URLs, friendly name) of an owned incoming phone number.
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 Twilio, answered
How does an inbound Twilio message find the right Salesforce record?
The message trigger gives you the sender's number, and Find object records in Salesforce matches it against a phone field on Contact, Lead or any object you name. If a match comes back you can create or update a record against it, and if none does the agent can stop there.
Can I see what a caller's number is before logging it in Salesforce?
Yes. Lookup Phone Number in Twilio returns carrier, line type and caller name for the number, and you can store any of those on the Salesforce record you create or update. List Calls and Get Call are available when you need the call details themselves.
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 Twilio when something happens in Salesforce?
Any of Twilio's 11 actions, including List Messages, Lookup Phone Number, Update Message and Update Phone Number. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Twilio to Salesforce?
Yes. When something happens in Twilio, your agent can act in Salesforce too. This page covers both directions: Twilio's triggers and Salesforce's actions are listed here as well.
Do I have to build a connector for Salesforce or Twilio?
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 Salesforce and Twilio 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.