Integration
Connect Salesmate to AddToWallet
When New De-Activated User fires in Salesmate, your agent runs Add template in AddToWallet. 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 Salesmate and AddToWallet 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 Salesmate can start in AddToWallet
When New De-Activated User in Salesmate
then Add template in AddToWallet
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 Salesmate and AddToWallet
Triggers and actions 2 triggers · 20 actions
- New De-Activated User
Triggers when a user in Salesmate is de-activated.
- New User
Triggers when a new user is added to your Salesmate account.
- Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
- Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
- Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
- Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
- Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
- Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
- Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
- Search User
Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
- Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
- Update Note
Updates an existing note on a contact in Salesmate.
- Add template
Creates a reusable dynamic pass template in AddToWallet, along with a linked user group for issuing passes from it.
- Create Digital Wallet Pass
Creates a new Apple Wallet and Google Wallet pass and returns its id and shareable link.
- Delete pass
Archives a wallet pass by setting its state to expired, moving it to the archived section of users' wallets.
- Delete template
Deletes a dynamic pass template and queues removal of every wallet pass issued from it.
- Get credits
Returns the number of free and premium pass credits available on your AddToWallet account.
- Get template
Returns the full configuration of a dynamic pass template, including its placeholders and design elements.
- List templates
Returns all dynamic pass templates on your AddToWallet account, each with its ID and design configuration.
- Select a Pass
Returns the wallet pass with the given ID from your AddToWallet account.
- Update pass
Updates an existing digital wallet pass. Only the details you fill in are changed.
- Update template
Updates an existing dynamic pass template's name, description, design or dynamic fields. Passes already created from the template are re-rendered with the new design.
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
More from Salesmate
Salesmate to GoHighLevelAll-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...
Salesmate to VincarioVincario is a global VIN Decoder and Vehicle Evaluation company that uses AI/ML smart algorithms and data to...
Salesmate to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Salesmate to StripeStripe is a payment processing platform for online businesses.
Salesmate to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Salesmate to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into AddToWallet
HubSpot to AddToWalletHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to AddToWalletSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to AddToWalletGoogle Sheets
Gmail to AddToWalletGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to AddToWalletGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Salesmate and AddToWallet, answered
What can start an automation from Salesmate?
Any of Salesmate's 2 triggers in the catalog, including New De-Activated User and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in AddToWallet when something happens in Salesmate?
Any of AddToWallet's 10 actions, including Create Digital Wallet Pass, Update pass, Update template and Add template. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from AddToWallet to Salesmate?
AddToWallet has no triggers in the catalog today, so automations start in Salesmate. If you need the other direction, ask: your agent reads AddToWallet's API documentation and adds it.
Do I have to build a connector for Salesmate or AddToWallet?
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 Salesmate and AddToWallet 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.