--- title: "Connect Salesmsg to Refiner - APIANT.ai" description: "When \"Contact Updated\" fires in Salesmsg, your agent runs \"Get contact\" in Refiner." canonical: "https://apiant.ai/connect/salesmsg-to-refiner" --- # Connect Salesmsg to Refiner When **Contact Updated** fires in [Salesmsg](https://apiant.ai/connections/salesmsg), your agent runs **Get contact** in [Refiner](https://apiant.ai/connections/refiner). Describe the whole flow and it is built, tested on every scenario and kept running. Salesmsg **5** triggers Salesmsg **9** actions Refiner **6** 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 Refiner 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 Refiner - When **Contact Updated** in Salesmsg then **Get contact** in Refiner - When **New Contact** in Salesmsg then **List contacts** in Refiner 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 Refiner ## Triggers and actions 5 triggers · 15 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 **Delete contact** Deletes a contact from your Refiner project, identified by user ID, email or Refiner UUID. Deleting a contact also removes their survey responses. - Action **Get contact** Fetches all data on record for a specific contact. - Action **Identify User** Creates a contact in Refiner, or updates the traits of an existing one, identified by user ID or email. Optionally groups the user under an account. - Action **List contacts** Returns all contacts on record in the Refiner project. - Action **List segments** Lists the user segments in your Refiner environment, ordered by name. - Action **Track Event** Tracks a named event for a Refiner user identified by user ID or email. Creates the user if none matches. ## 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) - [ **Refiner** Refiner is a customer survey tool for data driven SaaS teams.](https://apiant.ai/connections/refiner) 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 Refiner - [ **lemlist to Refiner** lemlist is an outreach email platform with personalized images and videos.](https://apiant.ai/connect/lemlist-to-refiner) - [ **HubSpot to Refiner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-refiner) - [ **Salesforce to Refiner** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-refiner) - [ **Slack to Refiner** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-refiner) - [ **Google Sheets to Refiner** Google Sheets](https://apiant.ai/connect/google-sheets-to-refiner) - [ **Gmail to Refiner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-refiner) Questions ## Salesmsg and Refiner, 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 Refiner when something happens in Salesmsg? Any of Refiner's 6 actions, including Get contact, Identify User, List contacts and List segments. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Refiner to Salesmsg? Refiner has no triggers in the catalog today, so automations start in Salesmsg. If you need the other direction, ask: your agent reads Refiner's API documentation and adds it. ### ### Do I have to build a connector for Salesmsg or Refiner? 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 Refiner 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.