--- title: "Connect Salesmsg to Docusnap365 - APIANT.ai" description: "When \"Contact Updated\" fires in Salesmsg, your agent runs \"Add several assets\" in Docusnap365." canonical: "https://apiant.ai/connect/salesmsg-to-docusnap365" --- # Connect Salesmsg to Docusnap365 When **Contact Updated** fires in [Salesmsg](https://apiant.ai/connections/salesmsg), your agent runs **Add several assets** in [Docusnap365](https://apiant.ai/connections/docusnap365). Describe the whole flow and it is built, tested on every scenario and kept running. Salesmsg **5** triggers Salesmsg **9** actions Docusnap365 **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesmsg and Docusnap365 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 Salesmsg can start in Docusnap365 - When **Contact Updated** in Salesmsg then **Add several assets** in Docusnap365 - When **New Contact** in Salesmsg then **Create Inventory** in Docusnap365 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 Salesmsg and Docusnap365 ## Triggers and actions 5 triggers · 16 actions - Trigger **Contact Updated** Triggers when a contact in Salesmsg is created or updated. - Trigger **Missed Incoming Phone Call** Triggers when an incoming phone call to your Salesmsg number is missed. - Trigger **New Contact** Triggers when a new contact is created in Salesmsg. - Trigger **New Contact Opted-Out** Triggers when a contact in Salesmsg is opted out of text messaging. - Trigger **New Phone Call Received** Triggers when a new incoming phone call is logged in Salesmsg call history. - Action **Add Tag to Contact** Adds an existing tag to a Salesmsg contact. - Action **Create Note** Creates a note on a Salesmsg contact. - Action **Create or Update Contact** Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email. - Action **Find Contact** Finds contacts whose name, email or phone number matches a search term. - Action **Find Salesmsg Member** Searches the members of your Salesmsg organization by name or email and returns the matches. - Action **Opt-Out a Contact** Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact. - Action **Phone Number Lookup (PhoneCheckr)** Looks up a phone number and returns its formatted form, country, carrier and line type. - Action **Remove Tag From Contact** Removes a tag from a Salesmsg contact. - Action **Send a Text Message (SMS / MMS)** Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes. - Action **Add several assets** Creates or updates up to 100 Docusnap365 assets in one call; assets already known by their identity are updated. - Action **Create Inventory** Creates an asset in the Docusnap365 inventory, or updates it if Docusnap365 already knows it by its identity. - Action **Find assets by criteria** Returns the Docusnap365 assets that match the filter criteria you give, with optional field selection, sorting and extra details. - Action **Get Account Details** Returns the details of one account asset in Docusnap365, including its core, type, ITAM and ISMS data. - Action **Get Accounts** Returns the user accounts documented in Docusnap365, including Active Directory, Entra ID and manually created users. - Action **Get Hardware** Returns the hardware and other active assets in your Docusnap365 inventory, optionally narrowed by search terms. - Action **Get Systems** Returns the systems and other assets in your Docusnap365 inventory, optionally narrowed by a search expression, up to 50 per page. ## Each app on its own - [ **Salesmsg** Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from...](https://apiant.ai/connections/salesmsg) - [ **Docusnap365** Docusnap is a software for automated network inventory, IT documentation, license management and permission...](https://apiant.ai/connections/docusnap365) Reviews ## What our customers say ## More from Salesmsg - [ **Salesmsg to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesmsg-to-slack) - [ **Salesmsg to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesmsg-to-stripe) - [ **Salesmsg to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesmsg-to-shopify) - [ **Salesmsg to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesmsg-to-trello) - [ **Salesmsg to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/salesmsg-to-zoom) - [ **Salesmsg to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/salesmsg-to-twilio) ## More into Docusnap365 - [ **Inistate to Docusnap365** Inistate is simplifying processes to best-fit sustainable and scalable solutions and reinventing no-code...](https://apiant.ai/connect/inistate-to-docusnap365) - [ **HubSpot to Docusnap365** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docusnap365) - [ **Salesforce to Docusnap365** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docusnap365) - [ **Slack to Docusnap365** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docusnap365) - [ **Google Sheets to Docusnap365** Google Sheets](https://apiant.ai/connect/google-sheets-to-docusnap365) - [ **Gmail to Docusnap365** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docusnap365) Questions ## Salesmsg and Docusnap365, answered ### ### What can start an automation from Salesmsg? Any of Salesmsg's 5 triggers in the catalog, including Contact Updated, New Contact, New Contact Opted-Out and New Phone Call Received. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docusnap365 when something happens in Salesmsg? Any of Docusnap365's 7 actions, including Create Inventory, Add several assets, Find assets by criteria and Get Account Details. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docusnap365 to Salesmsg? Docusnap365 has no triggers in the catalog today, so automations start in Salesmsg. If you need the other direction, ask: your agent reads Docusnap365's API documentation and adds it. ### ### Do I have to build a connector for Salesmsg or Docusnap365? 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 Salesmsg and Docusnap365 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.