--- title: "Connect Salesmsg to InvestorBase - APIANT.ai" description: "When \"Contact Updated\" fires in Salesmsg, your agent runs \"Get buyer deal history\" in InvestorBase." canonical: "https://apiant.ai/connect/salesmsg-to-investorbase" --- # Connect Salesmsg to InvestorBase When **Contact Updated** fires in [Salesmsg](https://apiant.ai/connections/salesmsg), your agent runs **Get buyer deal history** in [InvestorBase](https://apiant.ai/connections/investorbase). Describe the whole flow and it is built, tested on every scenario and kept running. Salesmsg **6** triggers Salesmsg **23** actions InvestorBase **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 InvestorBase 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 InvestorBase - When **Contact Updated** in Salesmsg then **Get buyer deal history** in InvestorBase - When **New Contact** in Salesmsg then **Find buyers by criteria** in InvestorBase 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 InvestorBase ## Triggers and actions 6 triggers · 30 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 or Updated Conversation** Triggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text. - Trigger **New Phone Call Received** Triggers when a new incoming phone call is logged in Salesmsg call history. - Action **Add broadcast** Creates a broadcast in Salesmsg that sends a message from one of your numbers to the selected contacts, now or on a schedule, or saves it as a draft. Returns the new broadcast. - Action **Add tag** Creates a new tag in your Salesmsg account that can then be applied to contacts. - Action **Add Tag to Contact** Adds an existing tag to a Salesmsg contact. - Action **Assign conversation** Assigns a conversation to a team member. Leave the user blank to set the conversation to Unassigned. - Action **Close conversation** Closes a conversation for everyone on the team. The conversation and its messages stay visible under Closed Conversations, and the closed conversation is returned. - 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 **Delete contact** Deletes a contact from your Salesmsg account. - Action **Delete note** Permanently deletes a note from a Salesmsg contact and returns the vendor's confirmation message. - 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 **Get contact** Returns a Salesmsg contact by its id, including its tags, notes and custom field values. - Action **Get conversation** Returns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history. - Action **List conversations** Returns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details. - Action **List tags** Returns the tags in the Salesmsg account, with optional search, sorting and filtering by tag. - Action **List teams** Returns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number. - Action **Opt-in a contact** Opts a contact back in so messages can be sent to them again, and returns the updated contact. A contact who opted out by replying (a hard opt-out) cannot be opted in this way. - 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 **Update contact custom field** Updates the value of one custom field on a Salesmsg contact and returns the updated contact. - Action **Update note** Updates the text of an existing note on a Salesmsg contact. - Action **Find buyers by criteria** Finds flippers and landlords actively buying near a property, with their contact details, filtered by property type, distance, price and other criteria. - Action **Find investor comps** Returns recent investor purchases (flips and landlord rental acquisitions) near a location, optionally ranked by similarity to a subject property. - Action **Find retail comps** Returns a subject property and up to 10 comparable recent sales nearby, for estimating values such as after repair value. - Action **Get buyer deal history** Returns a buyer's deal history: portfolio statistics plus their most recent flips and rentals, found by entity name, mailing address, or a property they bought. - Action **Get buyer search results** Returns the buyers found by an earlier buyer search that was started in async mode. The list is empty while the search is still running. - Action **Get investor market summary** Returns investor market metrics near a location: flip and rental counts within 1, 2, 5 and 10 miles, plus flipper pricing/ARV and landlord purchase statistics. - Action **Get usage** Returns your account's plan, current usage period, and how much of each API allowance the account and you have used this period. ## 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) - [ **InvestorBase** InvestorBase is a tool for real estate investors to find house flippers and landlords.](https://apiant.ai/connections/investorbase) 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 InvestorBase - [ **HubSpot to InvestorBase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-investorbase) - [ **Salesforce to InvestorBase** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-investorbase) - [ **Slack to InvestorBase** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-investorbase) - [ **Google Sheets to InvestorBase** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-investorbase) - [ **Gmail to InvestorBase** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-investorbase) - [ **Google Calendar to InvestorBase** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-investorbase) Questions ## Salesmsg and InvestorBase, answered ### ### What can start an automation from Salesmsg? Any of Salesmsg's 6 triggers in the catalog, including Contact Updated, New Contact, New Contact Opted-Out and New or Updated Conversation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in InvestorBase when something happens in Salesmsg? Any of InvestorBase's 7 actions, including Find buyers by criteria, Find investor comps, Find retail comps and Get buyer deal history. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from InvestorBase to Salesmsg? InvestorBase has no triggers in the catalog today, so automations start in Salesmsg. If you need the other direction, ask: your agent reads InvestorBase's API documentation and adds it. ### ### Do I have to build a connector for Salesmsg or InvestorBase? 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 InvestorBase 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.