--- title: "Connect Salesmate and Wufoo - APIANT.ai" description: "When \"New De-Activated User\" fires in Salesmate, your agent runs \"Count Form Comments\" in Wufoo, or \"New Form\" in Wufoo to \"Create Contact\" in Salesmate." canonical: "https://apiant.ai/connect/salesmate-to-wufoo" --- # Connect Salesmate and Wufoo When **New De-Activated User** fires in [Salesmate](https://apiant.ai/connections/salesmate), your agent runs **Count Form Comments** in [Wufoo](https://apiant.ai/connections/wufoo), or **New Form** in Wufoo to **Create Contact** in Salesmate. Describe the whole flow and it is built, tested on every scenario and kept running. Salesmate **2** triggers Salesmate **10** actions Wufoo **2** triggers Wufoo **12** 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 Wufoo 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 and Wufoo can do together ### From Salesmate to Wufoo - When **New De-Activated User** in Salesmate then **Count Form Comments** in Wufoo - When **New User** in Salesmate then **Count Form Entries** in Wufoo ### From Wufoo to Salesmate - When **New Form** in Wufoo then **Create Contact** in Salesmate - When **New Form Entry** in Wufoo then **Update Contact** in 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 Wufoo ## Triggers and actions 4 triggers ยท 22 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. - Trigger **New Form** Polling trigger: fires when a new form is created on the account. - Trigger **New Form Entry** Polling trigger: fires when a new entry is submitted to the specified form. - Action **Count Form Comments** Return the number of comments on a form's entries. - Action **Count Form Entries** Return the number of entries submitted to a form. - Action **Get Form** Return a single form by its hash identifier. - Action **Get Form Fields** Return the field definitions for a form. - Action **Get Report** Return a single report by its hash identifier. - Action **Get Report Widgets** Return the widgets (charts/graphs) of a report. - Action **List Form Entries** Return entries submitted to a form. - Action **List Forms** Return all forms on the Wufoo account. - Action **List Report Entries** Return entries included in a report. - Action **List Reports** Return all reports on the Wufoo account. - Action **List Users** Return the users on the Wufoo account. - Action **Submit Form Entry** Submit a new entry to a form. Field values are passed as a map keyed by field id (e.g. Field1). ## 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) - [ **Wufoo** Wufoo is an easy way to build and manage online HTML forms and collect entries.](https://apiant.ai/connections/wufoo) 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 โ€” 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 Wufoo - [ **HubSpot to Wufoo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wufoo) - [ **Salesforce to Wufoo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wufoo) - [ **Mailchimp to Wufoo** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-wufoo) - [ **Shopify to Wufoo** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-wufoo) - [ **QuickBooks Online to Wufoo** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-wufoo) - [ **JIRA to Wufoo** Atlassian JIRA Cloud โ€” issue tracking and project management.](https://apiant.ai/connect/jira-to-wufoo) Questions ## Salesmate and Wufoo, 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 Wufoo when something happens in Salesmate? Any of Wufoo's 12 actions, including Count Form Comments, Count Form Entries, Get Form and Get Form Fields. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Wufoo to Salesmate? Yes. When something happens in Wufoo, your agent can act in Salesmate too. This page covers both directions: Wufoo's triggers and Salesmate's actions are listed here as well. ### ### Do I have to build a connector for Salesmate or Wufoo? 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 Wufoo 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.