Integration
Connect Salesmate and WhatConverts
When New De-Activated User fires in Salesmate, your agent runs Create Lead in WhatConverts, or New Lead in WhatConverts to Create Contact in Salesmate. 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 WhatConverts 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 and WhatConverts can do together
From Salesmate to WhatConverts
When New De-Activated User in Salesmate
then Create Lead in WhatConverts
From WhatConverts to Salesmate
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 WhatConverts
Triggers and actions 4 triggers · 24 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.
- New Lead
Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts.
- Updated Lead
Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes.
- Add account
Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key.
- Add profile
Creates a new profile under a WhatConverts agency account.
- Create Lead
Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead.
- Delete account
Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key.
- Delete profile
Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key.
- Find Lead
Returns one WhatConverts lead by its lead ID, including source, contact and call details.
- Get account
Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key.
- Get lead
Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values.
- Get profile
Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key.
- List accounts
Returns the accounts in your WhatConverts agency, with each account's profiles.
- List profiles
Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key.
- Update account
Renames an existing WhatConverts account (agency key required).
- Update Lead
Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL.
- Update profile
Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key.
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 WhatConverts, 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 WhatConverts when something happens in Salesmate?
Any of WhatConverts's 14 actions, including Create Lead, Update account, Update Lead and Update profile. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WhatConverts to Salesmate?
Yes. When something happens in WhatConverts, your agent can act in Salesmate too. This page covers both directions: WhatConverts's triggers and Salesmate's actions are listed here as well.
Do I have to build a connector for Salesmate or WhatConverts?
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 WhatConverts 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.