Integration
Connect Salesmate to PawthosX
When something happens in Salesmate, your agent does the next thing in PawthosX. Describe it 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 PawthosX to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 PawthosX
When New De-Activated User in Salesmate
then Add case in PawthosX
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 PawthosX
Triggers and actions 2 triggers · 34 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 case
Creates a new case for a patient in PawthosX.
- Add client
Creates a new client (pet owner) record in PawthosX.
- Add patient
Create a new patient (pet) record.
- Cancel appointment
Cancels an appointment in PawthosX and returns the updated appointment.
- Create Discount Code
- Create Vendor
Triggers and created vendors within SupplyRoom in ClinicOS.
- Delete client
Deletes a client (pet owner) record from PawthosX.
- Delete patient
Deletes a patient by ID.
- Find Appointment
Returns appointments that match the specified client or patient name search and optional filters.
- Get appointment
Get a single appointment by its ID, including its schedule item, client, patient and travel details.
- Get case
Retrieves a single case by its ID, including its milestones.
- Get client
Retrieves a single PawthosX client (pet owner) by ID.
- Get estimate
Retrieve a single estimate (treatment plan) by ID, including its line items.
- Get patient
Get a single patient by ID, including species, breed, owner, contacts and status details.
- Get vendor
Retrieves a single inventory vendor by its ID.
- List cases
Lists all cases for a patient.
- List clients
Returns all clients, optionally narrowed by a search query, tag, or active status.
- List estimates
Get a paginated list of estimates with optional filters.
- List patients
Lists patients, optionally filtered by client, species, tag or a search term. Returns up to 100 patients.
- List vendors
Lists the clinic's inventory vendors, optionally filtered by active status.
- Update case
Updates an existing case in PawthosX. Only the fields you fill in are changed.
- Update client
Update an existing client's details.
- Update Patient
Triggers update a pet's status (e.g., "Mark as Deceased" or "Update Weight") based on from other apps.
- Update vendor
Updates an existing vendor (supplier) in PawthosX.
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
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Questions
Salesmate and PawthosX, 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 PawthosX when something happens in Salesmate?
Any of PawthosX's 24 actions, including Create Discount Code, Create Vendor, Update case and Update client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PawthosX to Salesmate?
PawthosX has no triggers in the catalog today, so automations start in Salesmate. If you need the other direction, ask: your agent reads PawthosX's API documentation and adds it.
Do I have to build a connector for Salesmate or PawthosX?
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.
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.