--- title: "Connect Salesmate to Magic Heidi - APIANT.ai" description: "When \"New De-Activated User\" fires in Salesmate, your agent runs \"Create Invoice\" in Magic Heidi." canonical: "https://apiant.ai/connect/salesmate-to-magic-heidi" --- # Connect Salesmate to Magic Heidi When **New De-Activated User** fires in [Salesmate](https://apiant.ai/connections/salesmate), your agent runs **Create Invoice** in [Magic Heidi](https://apiant.ai/connections/magic-heidi). Describe the whole flow and it is built, tested on every scenario and kept running. Salesmate **2** triggers Salesmate **10** actions Magic Heidi **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesmate and Magic Heidi to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Salesmate can start in Magic Heidi - When **New De-Activated User** in Salesmate then **Create Invoice** in Magic Heidi - When **New User** in Salesmate then **Create Temporary Invoice (Not Saved to Your Account)** in Magic Heidi 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 Magic Heidi ## Triggers and actions 2 triggers · 15 actions - Trigger **New De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **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. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. - Action **Create Expense** Creates an expense in your Magic Heidi account, with its amount, VAT rate, category and payment method, and returns the stored expense. - Action **Create Invoice** Creates an unpaid, unsent draft invoice (or quote) in your Magic Heidi account for an existing or new client, and returns the stored invoice with its number and totals. - Action **Create Temporary Invoice (Not Saved to Your Account)** Generates a Swiss QR-bill invoice PDF and returns a download link that expires after 24 hours. The invoice is not saved to your Magic Heidi account. - Action **Get Expense** Fetches an expense by ID. An error occurs if the expense is not found. - Action **Get Invoice** Returns one Magic Heidi invoice or quote, with its lines, client, payments, due date and computed totals. ## Each app on its own - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) - [ **Magic Heidi** Magic Heidi is a Swiss invoicing and bookkeeping tool for freelancers.](https://apiant.ai/connections/magic-heidi) Reviews ## What our customers say ## More from Salesmate - [ **Salesmate to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/salesmate-to-gohighlevel) - [ **Salesmate to Vincario** Vincario is a global VIN Decoder and Vehicle Evaluation company that uses AI/ML smart algorithms and data to...](https://apiant.ai/connect/salesmate-to-vincario) - [ **Salesmate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesmate-to-slack) - [ **Salesmate to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesmate-to-stripe) - [ **Salesmate to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesmate-to-shopify) - [ **Salesmate to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesmate-to-trello) ## More into Magic Heidi - [ **HubSpot to Magic Heidi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-magic-heidi) - [ **Salesforce to Magic Heidi** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-magic-heidi) - [ **Slack to Magic Heidi** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-magic-heidi) - [ **Google Sheets to Magic Heidi** Google Sheets](https://apiant.ai/connect/google-sheets-to-magic-heidi) - [ **Gmail to Magic Heidi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-magic-heidi) - [ **Google Calendar to Magic Heidi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-magic-heidi) Questions ## Salesmate and Magic Heidi, 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 Magic Heidi when something happens in Salesmate? Any of Magic Heidi's 5 actions, including Create Expense, Create Invoice, Create Temporary Invoice (Not Saved to Your Account) and Get Expense. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Magic Heidi to Salesmate? Magic Heidi has no triggers in the catalog today, so automations start in Salesmate. If you need the other direction, ask: your agent reads Magic Heidi's API documentation and adds it. ### ### Do I have to build a connector for Salesmate or Magic Heidi? 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 Magic Heidi 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.