Integration
Connect Salespanel and servis.ai
When Lead Identified fires in Salespanel, your agent runs Create App Record in servis.ai, or Created or Updated App Record in servis.ai to Log Custom Activity in Salespanel. 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 Salespanel and servis.ai 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Salespanel and servis.ai can do together
From Salespanel to servis.ai
When Lead Identified in Salespanel
then Create App Record in servis.ai
From servis.ai to Salespanel
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 Salespanel and servis.ai
Triggers and actions 3 triggers · 11 actions
- Lead Identified
Triggers when a new identified lead first appears in Salespanel.
- Visiting Company Identified
Triggers when a new visiting company is first identified on your website.
- Get Visitor
Returns one Salespanel visitor with their person, company, acquisition and activity details.
- Get Visitor Attribution
Returns a Salespanel visitor with first-touch and last-touch marketing attribution.
- Identify Visitor
Turns an anonymous Salespanel visitor into an identified lead by associating an email address.
- List Segments
Returns the visitor segments created in the Salespanel account.
- List Visitor Activities
Returns a Salespanel visitor's page visits, email opens and custom activities, newest first.
- Log Custom Activity
Logs a custom activity (e.g. a demo viewed or a sales call) on a Salespanel visitor.
- Set Visitor Attributes
Sets a custom attribute value on a Salespanel visitor, creating the attribute if it does not exist yet.
- Created or Updated App Record
Triggers when a record in the chosen servis.ai app is created or updated.
- Create App Record
Creates a new record in any servis.ai app (contacts, deals, accounts or a custom app) and returns its ID and field values.
- Find App Record
Finds the first record in a servis.ai app whose chosen field equals a value.
- Update App Record
Updates fields on an existing record in any servis.ai app and returns the updated record.
- Upsert App Record With Lines
Creates or updates a servis.ai record together with its line items in one step.
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
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Questions
Salespanel and servis.ai, answered
What can start an automation from Salespanel?
Any of Salespanel's 2 triggers in the catalog, including Lead Identified and Visiting Company Identified. Describe the moment in plain language and your agent picks the right one.
What can your agent do in servis.ai when something happens in Salespanel?
Any of servis.ai's 4 actions, including Create App Record, Update App Record, Find App Record and Upsert App Record With Lines. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from servis.ai to Salespanel?
Yes. When something happens in servis.ai, your agent can act in Salespanel too. This page covers both directions: servis.ai's triggers and Salespanel's actions are listed here as well.
Do I have to build a connector for Salespanel or servis.ai?
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 Salespanel and servis.ai 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.