Integration
Connect Salespanel to Socie
When Lead Identified fires in Salespanel, your agent runs Add additional field in Socie. 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 Socie 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 can start in Socie
When Lead Identified in Salespanel
then Add additional field in Socie
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 Socie
Triggers and actions 2 triggers · 25 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.
- Add additional field
Create a new custom additional field.
- Add group
Create a new group.
- Add member
Create a new member in the community.
- Create a Membership
Creates a new membership.
- Delete group
Delete a group from your Socie community by its Socie id or your own external id.
- Delete member
Delete a member from the community.
- Delete membership
Delete a membership from a group in your Socie community.
- Get group
Get a single group by identifier.
- Get member
Return a specific member of your Socie community, looked up by their Socie id or by the external id you gave them.
- Get membership
Return a specific group membership in Socie, looked up by the group and the membership's Socie id or your own external id.
- List additional fields
Retrieve the additional (custom member profile) fields defined in your Socie community.
- List groups
Retrieve the groups of your Socie community.
- List members
Returns all members of your community.
- List memberships
List a group's memberships.
- Send notification
Send or schedule a push notification to specified members of the community.
- Update group
Update fields on an existing group.
- Update member
Update fields on an existing member.
- Update membership
Update the title of a single group membership in Socie.
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 Socie, 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 Socie when something happens in Salespanel?
Any of Socie's 18 actions, including Create a Membership, Send notification, Update group and Update member. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Socie to Salespanel?
Socie has no triggers in the catalog today, so automations start in Salespanel. If you need the other direction, ask: your agent reads Socie's API documentation and adds it.
Do I have to build a connector for Salespanel or Socie?
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 Socie 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.