Integration
Connect ServiceM8 to Salesforge
When New Job fires in ServiceM8, your agent runs Add contact in Salesforge. 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 ServiceM8 and Salesforge 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 ServiceM8 can start in Salesforge
When New Job in ServiceM8
then Add contact in Salesforge
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 ServiceM8 and Salesforge
Triggers and actions 2 triggers · 34 actions
- Job Queued
Triggers when a Job is assigned to a Queue.
- New Job
Triggers when a new job is created.
- Add attachment
Uploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary.
- Add company contact
Creates a new contact person on a ServiceM8 client (company), such as a billing or job contact.
- Add job allocation
Allocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window.
- Add job material
Adds a material line item to a ServiceM8 job, with quantity, pricing and tax details.
- Add job payment
Records a payment against a ServiceM8 job, with its amount, method, date and optional note.
- Add note
Adds a note to a job, client or other ServiceM8 record.
- Create Client
Creates a new client (company) record in ServiceM8.
- Create Job
Creates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID.
- Delete client
Deletes (archives) a client in ServiceM8.
- Delete job
Deletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later.
- Get attachment
Returns the details of a single file attachment (photo, PDF or other file) by its UUID.
- Get client
Returns one ServiceM8 client (company) record by its UUID, including its name, address and billing details.
- Get job
Returns a single ServiceM8 job by its UUID, including its status, client, address and totals.
- Get Job Allocation
Returns a single job allocation — which staff member a job is allocated to, its window, dates and status.
- List clients
Returns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter.
- List job materials
Returns the materials (line items) recorded on jobs, optionally filtered, for example to a single job.
- List job payments
Returns the payments recorded against jobs, optionally filtered (for example to a single job).
- List Job Queues
Returns the job queues set up in the ServiceM8 account.
- List jobs
Returns the jobs in your ServiceM8 account, optionally narrowed by a filter.
- List notes
Returns the notes in your ServiceM8 account, optionally filtered and sorted.
- List staff members
Returns the staff members in your ServiceM8 account, optionally narrowed by a filter.
- Update client
Updates an existing client (company) in ServiceM8. Only the fields you fill in are changed.
- Update job
Updates an existing job in ServiceM8, changing only the fields you fill in.
- Add contact
Creates a contact in a Salesforge workspace. Requires a first name and at least one of email or LinkedIn URL.
- Add contacts to do-not-contact list
Adds email addresses or domains to a workspace's do-not-contact list so they are never emailed.
- Add contacts to sequence
Assigns one or more existing contacts to a sequence in a Salesforge workspace.
- Add sequence
Creates a new email sequence in a Salesforge workspace.
- Get contact
Returns a Salesforge contact, including its custom variables, tags and sequence enrollment status.
- Get sequence
Returns a single sequence by ID, including its status, steps, assigned mailboxes and engagement metrics.
- List contacts
Returns the contacts in a Salesforge workspace, optionally filtered by tag, email validation status, or contacts not yet in a given sequence.
- List do-not-contact entries
Returns the do-not-contact entries (emails, domains and LinkedIn profiles) in a Salesforge workspace.
- List sequences
Returns the sequences in a Salesforge workspace, optionally filtered by status, product, sequence IDs or sequence type.
- List workspaces
Returns the workspaces on your Salesforge account.
- Update sequence status
Activates or pauses a Salesforge 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
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Questions
ServiceM8 and Salesforge, answered
What can start an automation from ServiceM8?
Any of ServiceM8's 2 triggers in the catalog, including New Job and Job Queued. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforge when something happens in ServiceM8?
Any of Salesforge's 11 actions, including Update sequence status, Add contact, Add contacts to do-not-contact list and Add contacts to sequence. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforge to ServiceM8?
Salesforge has no triggers in the catalog today, so automations start in ServiceM8. If you need the other direction, ask: your agent reads Salesforge's API documentation and adds it.
Do I have to build a connector for ServiceM8 or Salesforge?
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 ServiceM8 and Salesforge 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.