Integration
Connect Amilia and Sortd for Gmail
When New Donation fires in Amilia, your agent runs Add contact in Sortd for Gmail, or New Task Created in Sortd for Gmail to Find Client Information in Amilia. 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 Amilia and Sortd for Gmail to do together?
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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 Amilia and Sortd for Gmail can do together
From Amilia to Sortd for Gmail
When New Donation in Amilia
then Add contact in Sortd for Gmail
From Sortd for Gmail to Amilia
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 Amilia and Sortd for Gmail
Triggers and actions 12 triggers · 32 actions
- Membership Purchase
Triggers when someone purchases a membership in your Amilia store.
- Merchandise Purchase
Triggers when someone buys merchandise in your Amilia store.
- MultiPass Purchase
Triggers when someone purchases a MultiPass in your Amilia store.
- New Donation
Triggers when someone makes a donation to your organization.
- New Facility Booking
Triggers when a new booking is placed on one of your facilities.
- New Program
Triggers when a new program is created in your Amilia organization.
- New Registration
Triggers when someone registers for an activity in your Amilia organization.
- Find Account Information
Returns an Amilia account by ID, with its owners and members.
- Find Activity
Returns one Amilia activity by ID, with its program, category, schedule and price.
- Find All Activities
Returns all activities in your Amilia organization, with program, category, schedule, price and availability.
- Find a Person's Extra Questions
Returns a person's answers to the extra questions on a program's forms.
- Find Client Information
Returns a client (person) by ID, with account, contact, skills and medical details.
- Find Donation
Returns the donations made in your organization over a date range.
- Find Every Participants Registered to an Activity
Returns every participant registered to an activity, with contact and account owner details.
- Find Extra Question Answers for a Membership
Returns the extra-question answers of every person in a membership.
- Find Facility Information
Returns your organization's facilities with name, ID, address and phone number.
- Find Journal Entry
Returns the accounting journal entries over a date range.
- Find Membership Information
Returns a membership by ID, with its description, price and validity.
- Find Program Information
Returns a program by ID, with its name, dates and store visibility.
- New Task Created
Triggers when a new task is created on the chosen Sortd board.
- Task Archived
Triggers when a task on the chosen Sortd board is archived.
- Task Assigned
Triggers when a task on the chosen Sortd board is assigned to the given team member.
- Task Completed
Triggers when a task on the chosen Sortd board is marked complete.
- Task Moved to List
Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.
- Add comment
Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.
- Add company
Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.
- Add contact
Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.
- Archive task
Archives a Sortd task, moving its card off the board into the board's archive.
- Assign a Task
Assigns a Sortd task to a member of its board and returns the updated task.
- Complete Task
Marks a Sortd task as complete and returns the updated task.
- Create Task
Creates a new task on a Sortd list and returns it.
- Create Task From Gmail Thread
Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.
- Delete task
Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.
- Find contacts by criteria
Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.
- Get a Lists Tasks
Returns the tasks on a Sortd list.
- Get task
Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.
- List boards
Returns all boards owned by a Sortd team, with each board's id, name and type.
- List lists
Returns the task lists (columns) on a Sortd board.
- Mark Task as Incomplete
Reopens a completed Sortd task and returns the updated task.
- Move a Task to a New List
Moves a Sortd task to another list (on the same or another board) and returns the updated task.
- Send email
Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.
- Unassign Task
Clears the assignee on a Sortd task and returns the updated task.
- Update contact
Updates an existing CRM contact in Sortd, changing only the fields you fill in.
- Update task
Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated 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
What our customers say
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More into Sortd for Gmail
Questions
Amilia and Sortd for Gmail, answered
What can start an automation from Amilia?
Any of Amilia's 7 triggers in the catalog, including New Donation, New Facility Booking, New Program and New Registration. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sortd for Gmail when something happens in Amilia?
Any of Sortd for Gmail's 20 actions, including Create Task, Create Task From Gmail Thread, Send email and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sortd for Gmail to Amilia?
Yes. When something happens in Sortd for Gmail, your agent can act in Amilia too. This page covers both directions: Sortd for Gmail's triggers and Amilia's actions are listed here as well.
Do I have to build a connector for Amilia or Sortd for Gmail?
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 Amilia and Sortd for Gmail 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.