Integration
Connect Salesforce and Urable
When New object record fires in Salesforce, your agent runs List customers in Urable, or Completed Job in Urable to Create object record in Salesforce. 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 Urable 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 Salesforce and Urable can do together
From Salesforce to Urable
When New object record in Salesforce
then List customers in Urable
From Urable to Salesforce
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 Urable
Triggers and actions 11 triggers · 10 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).
- Completed Job
Triggers when a job in Urable is marked completed.
- Fulfilled Order
Triggers when an order in Urable is marked fulfilled.
- New Customer
Triggers when a new customer is added in Urable.
- New Event
Triggers when a new event (meeting, consultation, reminder, time off, etc.) is created in Urable.
- New Job
Triggers when a new job is created in Urable.
- New or Updated Customer
Triggers when a customer is added or an existing customer's details change in Urable.
- New or Updated Event
Triggers when an event (meeting, consultation, reminder, time off and so on) is created or modified in Urable.
- New or Updated Job
Triggers when a job is created or updated in Urable.
- Paid Order
Triggers when an order in Urable is marked paid, newest paid first.
- List customers
Returns the customers in your Urable account, optionally only those matching an email address.
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 Salesforce
Salesforce to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Salesforce to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Salesforce to StripeStripe is a payment processing platform for online businesses.
Salesforce to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Salesforce to NotionA new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Salesforce to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Urable
HubSpot to UrableHubSpot is your all-in-one stop for all of your marketing software needs.
Gmail to UrableGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to UrableGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to UrableGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Salesforce and Urable, answered
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 Urable when something happens in Salesforce?
Any of Urable's 1 action, including List customers. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Urable to Salesforce?
Yes. When something happens in Urable, your agent can act in Salesforce too. This page covers both directions: Urable's triggers and Salesforce's actions are listed here as well.
Do I have to build a connector for Salesforce or Urable?
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 Urable 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.