Integration
Connect Salesmsg to Kartra
When Contact Updated fires in Salesmsg, your agent runs Create New Lead in Kartra. 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 Salesmsg and Kartra 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 Salesmsg can start in Kartra
When Contact Updated in Salesmsg
then Create New Lead in Kartra
When New Contact in Salesmsg
then Assign Tag to Lead in Kartra
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 Kartra
Triggers and actions 6 triggers · 46 actions
Trigger
Contact UpdatedTriggers when a contact in Salesmsg is created or updated.
Trigger
Missed Incoming Phone CallTriggers when an incoming phone call to your Salesmsg number is missed.
Trigger
New ContactTriggers when a new contact is created in Salesmsg.
Trigger
New Contact Opted-OutTriggers when a contact in Salesmsg is opted out of text messaging.
Trigger
New or Updated ConversationTriggers 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 ReceivedTriggers when a new incoming phone call is logged in Salesmsg call history.
Action
Add broadcastCreates 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 tagCreates a new tag in your Salesmsg account that can then be applied to contacts.
Action
Add Tag to ContactAdds an existing tag to a Salesmsg contact.
Action
Assign conversationAssigns a conversation to a team member. Leave the user blank to set the conversation to Unassigned.
Action
Close conversationCloses 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 NoteCreates a note on a Salesmsg contact.
Action
Create or Update ContactCreates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.
Action
Delete contactDeletes a contact from your Salesmsg account.
Action
Delete notePermanently deletes a note from a Salesmsg contact and returns the vendor's confirmation message.
Action
Find ContactFinds contacts whose name, email or phone number matches a search term.
Action
Find Salesmsg MemberSearches the members of your Salesmsg organization by name or email and returns the matches.
Action
Get contactReturns a Salesmsg contact by its id, including its tags, notes and custom field values.
Action
Get conversationReturns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history.
Action
List conversationsReturns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details.
Action
List tagsReturns the tags in the Salesmsg account, with optional search, sorting and filtering by tag.
Action
List teamsReturns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number.
Action
Opt-in a contactOpts 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 ContactOpts 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 ContactRemoves 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 fieldUpdates the value of one custom field on a Salesmsg contact and returns the updated contact.
Action
Update noteUpdates the text of an existing note on a Salesmsg contact.
Action
Assign Tag to LeadAssigns an existing tag to a lead, identified by email address.
Action
Cancel a SubscriptionCancels a recurring payment subscription, found by transaction ID or subscription ID.
Action
Cancel Lead Subscription to CalendarCancels a lead's booking in a calendar class.
Action
Create New LeadCreates a new lead. Fails if a lead with that email already exists.
Action
Edit LeadUpdates an existing lead, found by lead ID or email address.
Action
Edit SubscriptionChanges the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.
Action
Modify Subscription StatusPauses, resumes or cancels a recurring payment subscription.
Action
Refund a TransactionRefunds a payment transaction, in full or in part.
Action
Remove Points From a LeadDeducts points from a lead's score.
Action
Retrieve All the Custom Fields in Your AccountReturns every custom field in the account, with its type and options.
Action
Retrieve All the Lists in Your AccountReturns the names of every list in the account.
Action
Retrieve All the Sequences in Your AccountReturns the names of every sequence in the account.
Action
Retrieve All the Tags in Your AccountReturns the names of every tag in the account.
Action
Retrieve Lead DetailsReturns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.
Action
Retrieve Subscription DetailsReturns the details of one recurring payment subscription.
Action
Retrieve Transaction DetailsReturns the details of one payment transaction.
Action
Search LeadFinds a lead by lead ID or email address and returns the lead's profile.
Action
Subscribe Lead to CalendarBooks a lead into a class on a Kartra calendar.
Action
Subscribe Lead to ListSubscribes a lead to an existing mailing list.
Action
Subscribe Lead to SequenceAdds a lead to a sequence, starting at the given step.
Action
Unassign Tag From LeadRemoves a tag from a lead, identified by email address.
Action
Unsubscribe Lead From ListUnsubscribes a lead from a mailing list.
Action
Unsubscribe Lead From SequenceRemoves a lead from a sequence.
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
More from Salesmsg
Salesmsg to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Salesmsg to StripeStripe is a payment processing platform for online businesses.
Salesmsg to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Salesmsg to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Salesmsg to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Salesmsg to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Kartra
HubSpot to KartraHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to KartraSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to KartraSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to KartraGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to KartraGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to KartraGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Salesmsg and Kartra, 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 Kartra when something happens in Salesmsg?
Any of Kartra's 23 actions, including Create New Lead, Assign Tag to Lead, Edit Lead and Edit Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kartra to Salesmsg?
Kartra has no triggers in the catalog today, so automations start in Salesmsg. If you need the other direction, ask: your agent reads Kartra's API documentation and adds it.
Do I have to build a connector for Salesmsg or Kartra?
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 Kartra 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.