--- title: "Connect Salesmate to RotaCloud - APIANT.ai" description: "When \"New De-Activated User\" fires in Salesmate, your agent runs \"Create User\" in RotaCloud." canonical: "https://apiant.ai/connect/salesmate-to-rotacloud" --- # Connect Salesmate to RotaCloud When **New De-Activated User** fires in [Salesmate](https://apiant.ai/connections/salesmate), your agent runs **Create User** in [RotaCloud](https://apiant.ai/connections/rotacloud). Describe the whole flow and it is built, tested on every scenario and kept running. Salesmate **2** triggers Salesmate **10** actions RotaCloud **23** 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 RotaCloud 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 RotaCloud - When **New De-Activated User** in Salesmate then **Create User** in RotaCloud - When **New User** in Salesmate then **Update User** in RotaCloud 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 RotaCloud ## Triggers and actions 2 triggers · 33 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 **Assign User to Location** Adds a RotaCloud user to a location, keeping the locations they are already assigned to. - Action **Assign User to Role** Adds a role to a RotaCloud user's roles, keeping the roles they already have. - Action **Create Leave** Creates leave within RotaCloud. - Action **Create Location** Creates a location within RotaCloud. - Action **Create Role** Creates a role within RotaCloud. - Action **Create Shift** Creates a shift within RotaCloud. - Action **Create User** Creates a user within RotaCloud. - Action **Delete Location** Deletes a location from the RotaCloud account. - Action **Delete Role** Deletes a role from the RotaCloud account. - Action **Delete User** Deletes a user from the RotaCloud account. - Action **Find Leave by ID** Fetches a leave request by ID, with its employee, leave type, dates, status and messages. An error occurs if the leave is not found. - Action **Find Location by ID** Returns the RotaCloud location with the specified ID. - Action **Find Location by Name** Returns the RotaCloud locations whose name matches the specified name (case-insensitive). - Action **Find Role by ID** Returns the RotaCloud role with the specified ID. - Action **Find Role by Name** Returns the roles whose name matches the specified name. - Action **Find Shift by ID** Fetches a shift by ID, with its times, location, role, assigned employee, notes and whether it is published or open. An error occurs if the shift is not found. - Action **Find User by Email** Returns the RotaCloud user whose email address matches the specified email. - Action **Find User by ID** Retrieves a single RotaCloud user by their ID. - Action **Unassign User From Location** Removes a user from one location in RotaCloud, keeping their other location assignments. - Action **Unassign User From Role** Unssigns a user from a role within RotaCloud. - Action **Update Location** Updates an existing RotaCloud location's name, address, geolocation or timezone. Fields left blank are left unchanged. - Action **Update Role** Updates a role within RotaCloud. - Action **Update User** Updates an existing user by ID ## 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) - [ **RotaCloud** RotaCloud is an online rota solution which makes it easy to build and share your rotas, make changes and...](https://apiant.ai/connections/rotacloud) 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 Persona** Identity verification API for KYC checks, document verification, and fraud prevention workflows.](https://apiant.ai/connect/salesmate-to-persona) - [ **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) ## More into RotaCloud - [ **Postman to RotaCloud** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/postman-to-rotacloud) - [ **HubSpot to RotaCloud** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rotacloud) - [ **Salesforce to RotaCloud** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-rotacloud) - [ **Slack to RotaCloud** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-rotacloud) - [ **Google Sheets to RotaCloud** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-rotacloud) - [ **Gmail to RotaCloud** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rotacloud) Questions ## Salesmate and RotaCloud, 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 RotaCloud when something happens in Salesmate? Any of RotaCloud's 23 actions, including Create Leave, Create Location, Create Role and Create Shift. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RotaCloud to Salesmate? RotaCloud has no triggers in the catalog today, so automations start in Salesmate. If you need the other direction, ask: your agent reads RotaCloud's API documentation and adds it. ### ### Do I have to build a connector for Salesmate or RotaCloud? 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 RotaCloud 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.