Integration
Connect Salesforce and VaultRE
When New object record fires in Salesforce, your agent runs Add Contact Note in VaultRE, or New Enquiry in VaultRE 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 VaultRE 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 Salesforce and VaultRE can do together
From Salesforce to VaultRE
When New object record in Salesforce
then Add Contact Note in VaultRE
From VaultRE 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 VaultRE
Triggers and actions 5 triggers · 35 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).
- New Enquiry
Triggers when a new enquiry arrives in the VaultRE holding area.
- New or Updated Contact
Triggers when a VaultRE contact is created or modified.
- New Property Listing (Sales)
Triggers when a residential sale property in VaultRE becomes a listing.
- Add Contact Note
Adds a text note to a VaultRE contact.
- Add contact requirement
Adds a buying or renting requirement (price range, bedrooms, suburbs, property types) to a contact.
- Add property note
Adds a note to a property in VaultRE, optionally with a note type and read-only flag.
- Add property offer
Records an offer from a contact on a property's sale or lease listing. Returns the created offer.
- Add residential lease property
Creates a residential lease property in VaultRE with its address, type, pricing, room counts and marketing text.
- Add residential sale property
Creates a residential sale property (prospect or appraisal) in VaultRE and returns the new property record.
- Create Contact
Creates a new contact in VaultRE with a name, company, email and mobile number.
- Create Enquiry in Holding Area
Submits a listing or agent enquiry into the VaultRE holding area, where the office can process it into a contact.
- Delete Contact
Deletes a VaultRE contact by its ID.
- Delete task
Deletes a task from VaultRE.
- Get Contact
Returns one VaultRE contact by its ID, including name, company and email addresses.
- Get Enquiry
Returns one enquiry from the VaultRE holding area by its ID.
- Get residential lease property
Returns a single residential lease (rental) property, including its address, features, current tenancy, property manager and lease history.
- Get Residential Sale Property
Returns one VaultRE residential sale property by its ID.
- Get task
Returns a single VaultRE task, including its subject, description, start date, completion status and linked contact, property and user.
- List Contacts
Returns a page of VaultRE contacts, optionally only those modified since a date.
- List property offers
Returns the property offers in your VaultRE account, optionally filtered to one sale listing, lease listing or contact.
- List residential lease properties
Returns residential lease properties in the VaultRE account, optionally filtered by status, dates, suburbs, staff and other criteria.
- List residential sale properties
Returns residential sale properties in your VaultRE account, optionally filtered by status, modification date, suburb, branch, staff and more.
- List tasks
Returns tasks for the VaultRE account or a user, optionally filtered by start date, creation date, assignee and completion status.
- Send email to contact
Sends an email to a VaultRE contact from the authenticated user, or from another user in the account if one is chosen.
- Send SMS to contact
Sends an SMS to a VaultRE contact from the connected user or a chosen user (charges may apply).
- Update Contact
Updates a VaultRE contact's name, company or email address.
- Update residential lease property
Updates an existing residential lease property in VaultRE, such as its address, rent price, bond, descriptions, rooms and property manager.
- Update residential sale property
Updates an existing residential sale property in VaultRE, such as its price, description, room counts, rates and sale details. Fields left blank are not changed.
- Update task
Updates the subject, description or start time of an existing VaultRE task.
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
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Questions
Salesforce and VaultRE, 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 VaultRE when something happens in Salesforce?
Any of VaultRE's 26 actions, including Create Contact, Create Enquiry in Holding Area, Send email to contact and Send SMS to contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from VaultRE to Salesforce?
Yes. When something happens in VaultRE, your agent can act in Salesforce too. This page covers both directions: VaultRE's triggers and Salesforce's actions are listed here as well.
Do I have to build a connector for Salesforce or VaultRE?
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 VaultRE 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.