Integration
Connect Salesforce to Dreamdata
When New object record fires in Salesforce, your agent runs Group User in Dreamdata. 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 Salesforce and Dreamdata 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)Salesforce holds the record of what sales is working on; Dreamdata needs those same accounts, people and deal events to attribute revenue. Connecting them means a new Lead, Contact, Case or Opportunity in Salesforce can be sent straight into Dreamdata as an identified user, a grouped company or a tracked event, with the field values your reporting relies on.
Example flows
What Salesforce can start in Dreamdata
When New object record in Salesforce
then Group User in Dreamdata
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 Salesforce and Dreamdata
Triggers and actions 2 triggers · 14 actions
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
- Group User
Associates a user with different properties, such as company name and size.
- Identify User
Identifies user by traits.
- Track and Identify
Tracks an event and identifies the user.
- Track Event
Tracks a custom event.
- Track Page View
Sends a "page" message to Dreamdata's batch ingestion endpoint to record a page view. Fields: userId or anonymousId (required, one of), category (optional), name (optional), properties (optional dict — url, title, referrer, etc.), context, timestamp. Distinct from the existing Track Event op — "page" is its own message type alongside identify/track/group/alias per Dreamdata's tracking API spec.
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
Salesforce and Dreamdata, answered
Can something happening in Dreamdata start a scenario?
No. Dreamdata offers actions only, such as Identify User, Group User, Track Event, Track and Identify and Track Page View, so scenarios begin with a Salesforce trigger on a new or an updated record. The agent then tests every scenario against real Salesforce records before it runs.
Can I pull fields from a related Salesforce record before sending to Dreamdata?
Yes. A scenario can use Get object record, Find object records or a SOQL query in Salesforce to read the linked Account or Contact, then pass those field values into the Dreamdata action. The agent checks each scenario, including the case where the linked record is missing.
What can start an automation from Salesforce?
Any of Salesforce's 2 triggers in the catalog, including New object record and New or updated object record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dreamdata when something happens in Salesforce?
Any of Dreamdata's 5 actions, including Group User, Identify User, Track and Identify and Track Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dreamdata to Salesforce?
Dreamdata has no triggers in the catalog today, so automations start in Salesforce. If you need the other direction, ask: your agent reads Dreamdata's API documentation and adds it.
Do I have to build a connector for Salesforce or Dreamdata?
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 Salesforce and Dreamdata 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.