Integration
Connect Salesloft to Extracta.ai
When Call Created or Updated fires in Salesloft, your agent runs Add classification in Extracta.ai. 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 Salesloft and Extracta.ai 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)Example flows
What Salesloft can start in Extracta.ai
When Call Created or Updated in Salesloft
then Add classification in Extracta.ai
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 Salesloft and Extracta.ai
Triggers and actions 9 triggers · 21 actions
- Account Created, Updated or Deleted
Triggers when an account (company) is created or updated in Salesloft.
- Cadence Created, Updated or Deleted
Triggers when a cadence is created or updated in Salesloft.
- Call Created or Updated
Triggers when a call is created or updated in Salesloft.
- Meeting Created or Updated
Triggers when a meeting is created or updated in Salesloft.
- Note Created, Updated or Deleted
Triggers when a note is created or updated in Salesloft.
- Person Created, Updated or Deleted
Triggers when a person is created or updated in Salesloft.
- Step Created, Created/Updated or Deleted
Triggers when a cadence step is created or updated in Salesloft.
- Task Created, Completed or Deleted
Triggers when a task is created or updated in Salesloft.
- User Created or Updated
Triggers when a user is created or updated in Salesloft.
- Add note
Creates a note on a Salesloft person or account, optionally linked to a call.
- Add person to cadence
Adds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.
- Add task
Creates a call, email or general task in Salesloft for a person, assigned to a user.
- Create Person
Creates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.
- Delete person
Deletes a person from Salesloft. This cannot be undone without contacting Salesloft support.
- Find accounts by criteria
Finds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.
- Find Person
Finds people in Salesloft by email address. Returns the first match and the list of all matches.
- Find User
Finds users on your Salesloft team by name or email. Returns the first match and the list of all matches.
- Get person
Returns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.
- List cadences
Returns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.
- Remove person from cadence
Removes a person from a cadence by deleting their cadence membership.
- Add classification
Creates a document classification with a list of document types that uploaded documents can be classified into. Returns the new classification's id.
- Add extraction
Creates a new data extraction in Extracta.ai that defines which fields to pull out of uploaded documents. Returns the new extraction's id, which you use when uploading files for processing.
- Delete classification
Permanently deletes a document classification, including all of its batches, results and uploaded files.
- Delete extraction
Permanently deletes an extraction with all its batches and files, or just one batch or one file within it.
- Get classification
Returns the details of a document classification, including its name, description and configured document types with their keywords and linked extraction templates.
- Get credits
Returns the number of credits currently available on your Extracta.ai account, where one credit processes one page.
- Get extraction
Returns the setup of an extraction: its name, description, language, options, the fields it extracts, and the batches processed under it.
- Get extraction results
Returns the extracted data for a batch of documents processed by an extraction, or its waiting status if processing is not finished. Optionally narrows the results to a single file.
- Update classification
Updates an existing document classification's name, description and document types.
- Update extraction
Updates an existing Extracta extraction's name, description, language, processing options or fields to extract. Anything left blank stays unchanged.
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
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Questions
Salesloft and Extracta.ai, answered
What can start an automation from Salesloft?
Any of Salesloft's 9 triggers in the catalog, including Account Created, Updated or Deleted, Cadence Created, Updated or Deleted, Call Created or Updated and Meeting Created or Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Extracta.ai when something happens in Salesloft?
Any of Extracta.ai's 10 actions, including Update classification, Update extraction, Add classification and Add extraction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Extracta.ai to Salesloft?
Extracta.ai has no triggers in the catalog today, so automations start in Salesloft. If you need the other direction, ask: your agent reads Extracta.ai's API documentation and adds it.
Do I have to build a connector for Salesloft or Extracta.ai?
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 Salesloft and Extracta.ai 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.