--- title: "Connect SparrowDesk to Dex - APIANT.ai" description: "When \"New Contact\" fires in SparrowDesk, your agent runs \"Find Contact\" in Dex." canonical: "https://apiant.ai/connect/sparrowdesk-to-dex" --- # Connect SparrowDesk to Dex When **New Contact** fires in [SparrowDesk](https://apiant.ai/connections/sparrowdesk), your agent runs **Find Contact** in [Dex](https://apiant.ai/connections/dex). Describe the whole flow and it is built, tested on every scenario and kept running. SparrowDesk **2** triggers SparrowDesk **17** actions Dex **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SparrowDesk and Dex 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 SparrowDesk can start in Dex - When **New Contact** in SparrowDesk then **Find Contact** in Dex - When **New Ticket** in SparrowDesk then **Tag Contact** in Dex 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 SparrowDesk and Dex ## Triggers and actions 2 triggers · 43 actions - Trigger **New Contact** Fires when a new contact is created. - Trigger **New Ticket** Fires when a new conversation (ticket) is created. - Action **Add Company** Create a company. - Action **Add Ticket Reply** Create a reply on a conversation (ticket). - Action **Create Contact** Creates a new contact in your SparrowDesk account. - Action **Create Ticket** Creates a new ticket (conversation) in your SparrowDesk account. - Action **Delete Contact** Delete a contact by ID. - Action **Delete Ticket** Delete a conversation (ticket) by ID. - Action **Get Company** Retrieve a company by ID. - Action **Get Contact** Retrieve a single contact by ID. - Action **Get Ticket** Retrieve a single conversation (ticket) by ID. - Action **List Companies** List all companies. - Action **List Contacts** List all contacts. - Action **List Members** List all team members on the account. - Action **List Tags** List all tags on the account. - Action **List Tickets** List all conversations (tickets). - Action **Update Company** Update a company by ID. - Action **Update Contact** Update a contact by ID. - Action **Update Ticket** Update a conversation (ticket) by ID. - Action **Create Group** Creates a group in Dex for organizing contacts, optionally nested under a parent group and seeded with starter members. - Action **Create Note** Creates a note in Dex, optionally linked to one or more contacts, and returns the created note. - Action **Create Tag** Creates a tag in Dex that can be assigned to contacts. If a tag with the same name already exists, the existing tag is returned. - Action **Delete company** Permanently deletes a company from a Dex workspace. Its contacts are kept, but their roles at the company are removed. - Action **Delete Contact** Permanently deletes a contact from Dex. - Action **Delete note** Deletes a note from your Dex timeline. - Action **Delete reminder** Permanently deletes a reminder in Dex. Deleting a recurring reminder cancels all of its future occurrences. - Action **Delete tag** Permanently deletes a tag by its ID and removes it from every contact it was assigned to. This cannot be undone. - Action **Find Contact** Finds contacts whose full name matches the text you enter and returns the matching contacts. - Action **Find Group** Finds groups in Dex whose name matches the search text. - Action **Find notes by keyword** Returns the notes whose text, or the names of their linked contacts, match a keyword, most recent first. Can be narrowed by contact, group, meeting type and date range. - Action **Find Tag** Finds tags in Dex whose names match the search text and returns them, with the first match separately. - Action **Get company** Returns one company in a Dex workspace by its id, including archived companies, with its details, tags and custom field values. - Action **Get contact** Returns one Dex contact by its id, including its email addresses, phone numbers and custom field values. An error occurs if the contact is not found. - Action **Get note** Returns a single Dex note by its ID, including the contacts it is linked to and its attachments. - Action **Get reminder** Returns a single Dex reminder by its ID, including its due date, completion status and recurrence. An error occurs if the reminder is not found. - Action **Get tag** Returns a single Dex tag by its ID, optionally with the number of contacts carrying it. - Action **List companies** Returns the companies in a Dex workspace, optionally filtered to archived companies or by owner. - Action **List contacts** Returns the contacts in your Personal Dex or in a chosen workspace. - Action **List groups** Returns the groups in your Dex account, optionally filtered by name, parent/subgroup status or archived state, and sorted by name or contact count. - Action **List reminders** Returns the reminders in your Dex account, optionally filtered by completion, overdue status, text, assignee, contact, tag, company, due date or creation date. - Action **List tags** Returns all tags in your Dex account, optionally with how many contacts carry each tag. - Action **Tag Contact** Assigns an existing tag to a contact in Dex. - Action **Update note** Updates an existing Dex note. Only the fields you fill in are changed. - Action **Update reminder** Updates an existing Dex reminder: change its text, due date, completion, repeat schedule, contacts, assignee or tags. Fields left blank are not changed. - Action **Update tag** Renames an existing tag in Dex. ## Each app on its own - [ **SparrowDesk** SparrowDesk is an AI-first helpdesk that unifies customer support across email & chat while automating...](https://apiant.ai/connections/sparrowdesk) - [ **Dex** Dex is a personal CRM that helps you build stronger relationships.](https://apiant.ai/connections/dex) Reviews ## What our customers say ## More from SparrowDesk - [ **SparrowDesk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/sparrowdesk-to-salesforce) - [ **SparrowDesk to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sparrowdesk-to-stripe) - [ **SparrowDesk to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sparrowdesk-to-trello) - [ **SparrowDesk to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sparrowdesk-to-zoom) - [ **SparrowDesk to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sparrowdesk-to-twilio) - [ **SparrowDesk to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/sparrowdesk-to-typeform) ## More into Dex - [ **HubSpot to Dex** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dex) - [ **Salesforce to Dex** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dex) - [ **Slack to Dex** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dex) - [ **Google Sheets to Dex** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-dex) - [ **Gmail to Dex** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dex) - [ **Google Calendar to Dex** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dex) Questions ## SparrowDesk and Dex, answered ### ### What can start an automation from SparrowDesk? Any of SparrowDesk's 2 triggers in the catalog, including New Contact and New Ticket. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dex when something happens in SparrowDesk? Any of Dex's 26 actions, including Create Group, Create Note, Create Tag and Update note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dex to SparrowDesk? Dex has no triggers in the catalog today, so automations start in SparrowDesk. If you need the other direction, ask: your agent reads Dex's API documentation and adds it. ### ### Do I have to build a connector for SparrowDesk or Dex? 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 SparrowDesk and Dex 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.