Integration
Connect Salesmate to Chatlio
When New De-Activated User fires in Salesmate, your agent runs Start Chat History Export in Chatlio. 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 Chatlio 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 Salesmate can start in Chatlio
When New De-Activated User in Salesmate
then Start Chat History Export in Chatlio
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 Chatlio
Triggers and actions 2 triggers · 13 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.
- Get Conversation Summary
Returns each widget's unanswered and in-progress conversations, with visitor details.
- Get Widget Status
Returns whether a chat widget is currently online, offline or busy.
- Start Chat History Export
Starts an export of a widget's chat history between two dates and returns the export job's ID. Requires Chat History Storage to be turned on.
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 PersonaIdentity verification API for KYC checks, document verification, and fraud prevention workflows.
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.
More into Chatlio
HubSpot to ChatlioHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ChatlioSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to ChatlioGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ChatlioGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ChatlioGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Salesmate and Chatlio, 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 Chatlio when something happens in Salesmate?
Any of Chatlio's 3 actions, including Get Conversation Summary, Get Widget Status and Start Chat History Export. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Chatlio to Salesmate?
Chatlio has no triggers in the catalog today, so automations start in Salesmate. If you need the other direction, ask: your agent reads Chatlio's API documentation and adds it.
Do I have to build a connector for Salesmate or Chatlio?
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 Chatlio 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.