Integration
Connect Salesloft and Sally
When Call Created or Updated fires in Salesloft, your agent runs Create Task in Sally, or New Recording in Sally to Add task in Salesloft. 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 Sally 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 and Sally can do together
From Salesloft to Sally
When Call Created or Updated in Salesloft
then Create Task in Sally
When Meeting Created or Updated in Salesloft
then Update Task in Sally
From Sally to Salesloft
When New Recording in Sally
then Add task in Salesloft
When New Summary for Appointment Created in Sally
then Add note in Salesloft
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 Sally
Triggers and actions 12 triggers · 26 actions
Trigger
Account Created, Updated or DeletedTriggers when an account (company) is created or updated in Salesloft.
Trigger
Cadence Created, Updated or DeletedTriggers when a cadence is created or updated in Salesloft.
Trigger
Call Created or UpdatedTriggers when a call is created or updated in Salesloft.
Trigger
Meeting Created or UpdatedTriggers when a meeting is created or updated in Salesloft.
Trigger
Note Created, Updated or DeletedTriggers when a note is created or updated in Salesloft.
Trigger
Person Created, Updated or DeletedTriggers when a person is created or updated in Salesloft.
Trigger
Step Created, Created/Updated or DeletedTriggers when a cadence step is created or updated in Salesloft.
Trigger
Task Created, Completed or DeletedTriggers when a task is created or updated in Salesloft.
Trigger
User Created or UpdatedTriggers when a user is created or updated in Salesloft.
Action
Add noteCreates a note on a Salesloft person or account, optionally linked to a call.
Action
Add person to cadenceAdds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.
Action
Add taskCreates a call, email or general task in Salesloft for a person, assigned to a user.
Action
Create PersonCreates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.
Action
Delete personDeletes a person from Salesloft. This cannot be undone without contacting Salesloft support.
Action
Find accounts by criteriaFinds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.
Action
Find PersonFinds people in Salesloft by email address. Returns the first match and the list of all matches.
Action
Find UserFinds users on your Salesloft team by name or email. Returns the first match and the list of all matches.
Action
Get personReturns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.
Action
List cadencesReturns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.
Action
Remove person from cadenceRemoves a person from a cadence by deleting their cadence membership.
Trigger
New RecordingTriggers when a new recording appears in a Sally directory.
Trigger
New Summary for Appointment CreatedTriggers when Sally finishes a new meeting summary.
Trigger
New TaskTriggers when a new task is created in a Sally directory.
Action
Create Recording from URLCreates a Sally recording from an audio or video file URL and starts transcription.
Action
Create TagCreates a tag in the Sally tag catalog (admins and owners only).
Action
Create TaskCreates a task in Sally.
Action
Create Vocabulary EntryAdds a vocabulary phrase that improves Sally transcription.
Action
Delete TaskDeletes a Sally task.
Action
Find SummariesSearches Sally recording summaries by words in their content.
Action
Find TasksSearches Sally tasks by text.
Action
Get RecordingReturns one Sally recording by id.
Action
Get Recording TranscriptReturns the transcript of a Sally recording with its time-coded segments and speakers.
Action
Get SummaryReturns one Sally recording summary with its sections.
Action
Get TaskReturns one Sally task by id.
Action
List DirectoriesReturns the Sally company accounts (directories) your token can access.
Action
List Recording SummariesReturns the AI summaries of a Sally recording, one per language.
Action
Toggle Task DoneMarks a Sally task done, or reopens it.
Action
Update TaskUpdates the fields you supply on a Sally task.
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 Sally, 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 Sally when something happens in Salesloft?
Any of Sally's 15 actions, including Create Recording from URL, Create Tag, Create Task and Create Vocabulary Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sally to Salesloft?
Yes. When something happens in Sally, your agent can act in Salesloft too. This page covers both directions: Sally's triggers and Salesloft's actions are listed here as well.
Do I have to build a connector for Salesloft or Sally?
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 Sally 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.