Integration
Connect SalesScreen and Simplicate
When New Activity Type fires in SalesScreen, your agent runs Add invoice in Simplicate, or New Companies in Simplicate to Add User in SalesScreen. 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 SalesScreen and Simplicate 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 SalesScreen and Simplicate can do together
From SalesScreen to Simplicate
When New Activity Type in SalesScreen
then Add invoice in Simplicate
From Simplicate to SalesScreen
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 SalesScreen and Simplicate
Triggers and actions 21 triggers · 32 actions
- New Activity Type
Starts when a new activity type appears in your SalesScreen account (checks on a schedule). Returns the type's name, active flag, system mappings and input fields.
- Add User
Adds a user to SalesScreen, optionally placing them on a team.
- Disable User
Disables the SalesScreen user with the given email address.
- List Activity Types
Lists the activity types in your SalesScreen account, with each type's name, whether it is active, its system mappings and its input fields.
- List Users
Lists the users in your SalesScreen account, each with their email and the user IDs mapped to them.
- Invoices Paid
Triggers when a payment is registered against an invoice in Simplicate.
- Invoices Sent
Triggers when an invoice moves to the Sent status in Simplicate.
- New Companies
Triggers when a new company is created in Simplicate.
- New Contacts
Triggers when a new contact is created in Simplicate.
- New Employees
Triggers when a new employee is created in Simplicate.
- New Hours
Triggers when a new hours registration is created in Simplicate.
- New invoices
Triggers when a new invoice is created in Simplicate.
- New or Updated Companies
Triggers when a company is created or updated in Simplicate.
- New or Updated Contacts
Triggers when a contact is created or updated in Simplicate.
- New or Updated Employees
Triggers when a employee is created or updated in Simplicate.
- New or Updated Projects
Triggers when a project is created or updated in Simplicate.
- New or Updated Sales
Triggers when a sale is created or updated in Simplicate.
- New Projects
Triggers when a new project is created in Simplicate.
- New Sales
Triggers when a new sale is created in Simplicate.
- New Services
Triggers when a new project service is created in Simplicate.
- New Timeline Notes
Triggers when a new timeline note is created in Simplicate.
- Quotes Sent
Triggers when a quote is sent in a Simplicate sales process.
- Sales Accepted
Triggers when a sale is marked accepted in Simplicate.
- Updated Hours
Triggers when a hours registration is created or updated in Simplicate.
- Updated Services
Triggers when a project service is created or updated in Simplicate.
- Add employee
Creates a new employee in Simplicate from an existing person.
- Add hours
Creates a new hours registration for an employee on a project service.
- Add invoice
Creates a new invoice in Simplicate for an organization or person, optionally with invoice lines.
- Add mileage
Registers a mileage entry (distance travelled) for an employee on a project in Simplicate.
- Add payment
Records a payment against an existing Simplicate invoice.
- Create Company
Creates a company (organization) in Simplicate CRM.
- Create Contact
Creates a contact (person) in Simplicate.
- Create (Fixed Fee) Sales Service
Creates a fixed-fee service on a Simplicate sale.
- Create (Fixed Fee) Service
Creates a fixed-fee service on a Simplicate project.
- Create Project
Creates a project in Simplicate.
- Create Sales
Creates a sale in Simplicate.
- Create Timeline Note
Adds a note to the Simplicate timeline, linked to a company, person, project or sale.
- Delete hours
Deletes an hours registration in Simplicate.
- Delete project
Deletes a project in Simplicate by its ID.
- Find Company by ID
Returns one company by its Simplicate ID.
- Find Company by Name
Finds the first company whose name matches, and returns it.
- Find Contact by Email
Finds the first contact whose email matches, and returns it.
- Find Contact by ID
Returns one contact by its Simplicate ID.
- Find Project by ID
Returns one project by its Simplicate ID.
- Find Sales by ID
Returns one sale by its Simplicate ID.
- Get employee
Returns a single Simplicate employee by ID, including contact details, employment status, tariffs and custom fields.
- Get invoice
Returns a single Simplicate invoice by its ID, including its lines, totals, status and organization or person.
- Update Company
Updates an existing company in Simplicate; only the fields you fill in change.
- Update Contact
Updates an existing contact in Simplicate; only the fields you fill in change.
- Update hours
Updates an existing hours registration in Simplicate, such as its hours, date, project, service or note.
- Update invoice
Updates an existing invoice in Simplicate, such as its subject, date, reference, comments or the organization, person or project it belongs to.
- Update Project
Updates an existing project in Simplicate; only the fields you fill in change.
- Update Sales
Updates an existing sale in Simplicate; only the fields you fill in change.
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 SalesScreen
SalesScreen to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
SalesScreen to StripeStripe is a payment processing platform for online businesses.
SalesScreen to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
SalesScreen to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
SalesScreen to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
SalesScreen to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Simplicate
HubSpot to SimplicateHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SimplicateSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SimplicateGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SimplicateGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SimplicateGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SimplicateGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
SalesScreen and Simplicate, answered
What can start an automation from SalesScreen?
Any of SalesScreen's 1 trigger in the catalog, including New Activity Type. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Simplicate when something happens in SalesScreen?
Any of Simplicate's 28 actions, including Create Company, Create Contact, Create (Fixed Fee) Sales Service and Create (Fixed Fee) Service. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Simplicate to SalesScreen?
Yes. When something happens in Simplicate, your agent can act in SalesScreen too. This page covers both directions: Simplicate's triggers and SalesScreen's actions are listed here as well.
Do I have to build a connector for SalesScreen or Simplicate?
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 SalesScreen and Simplicate 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.