Integration
Connect Archie and Sage CRM
When New Booking fires in Archie, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Create a document in Archie. 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 Archie and Sage CRM 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 Archie and Sage CRM can do together
From Archie to Sage CRM
When New Booking in Archie
then Create Lead in Sage CRM
From Sage CRM to Archie
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 Archie and Sage CRM
Triggers and actions 13 triggers · 310 actions
- New Booking
Triggers when a new booking is made in the Archie space.
- New Cart Purchase
Triggers when a new purchase (day pass, product or event ticket) is made in the Archie space.
- New Day Pass Check In
Triggers when someone checks in to the Archie space.
- New Event
Triggers when a new event is created in the Archie space.
- New Invoice
Triggers when a new invoice is created in the Archie space.
- New Payment
Triggers when a new payment is recorded in the Archie space.
- New Subscription
Triggers when a new subscription to a plan or product is created in the Archie space.
- New User
Triggers when a new user is added to the Archie space.
- Activate Area
Activate an Area
- Activate Children
Activate all children of an Area
- Activate Group
Activate an archived Group and given members for a Space
- Activity schedule for teammates
Activity schedule for teammates of the current user (non-paginated list).
- Activity schedule (who is in)
Paginated activity schedule for all users in the space.
- Add Children
Add children to an Area
- Admin check-in a visit
Check in a visit as a space admin. Optional multipart form fields: checkInDate, fieldResults, deviceUUID.
- Admin checks out a user from the space
Updates a presence log to mark the user as checked out
- Archive Area
Archive an Area
- Archive Area Revision
Archive an Area Revision
- Archive a User
Archives a user in the space. User will not be completely deleted, however it will not be visible in the space
- Archive Children
Archive children of an Area
- Archive Children Revisions
Archive all children revisions of an Area
- Archive Group
Archive a Group
- Archive Plan Version
Archive a plan revision (version)
- Archive Product Version
Archive a revision (version) of a product
- Archive Ticket Price
Archive a ticket price revision
- Assign an Issue Ticket
Assign an Issue Ticket for a space
- Booking Generate Invoice
Booking Generate Invoice
- Booking Send Details
Booking Send Details
- Cancel a document signature
Cancel a document signature workflow.
- Cancel Booking for a space
Cancel Booking for a space
- Cancel check-in for a space
Cancel check-in for a space
- Cancel Credit Note
Cancel a credit note
- Cancel Entity Deposit for a group
Cancel Entity Deposit for a group in a space
- Cancel Entity Deposit for a space
Cancel Entity Deposit for a space
- Cancel Entity Deposit for a user
Cancel Entity Deposit for a user in a space
- Cancel Event
Cancel an event
- Check if signature was requested for an email
Returns whether a document signature was requested for the given email on this document.
- Close an Issue Ticket
Close an Issue Ticket for a space
- Create a badge
Create a badge for a space.
- Create a Benefit Category
Create a Benefit for a space
- Create a custom Activity Status
Create a custom activity status for a space. Only statuses with type `custom` are accepted.
- Create a document
Create a document for the space. Use multipart form: `type`, `title`, `category`, optional `signatureExpirationDays`, `text` for text documents, or `file` for PDF documents.
- Create a document revision
Add a new revision for a document. Multipart: `text`, `requiresSignature`, optional `file` for file-type documents.
- Create a door access configuration
Create a door access configuration (space admin).
- Create an Accounting Code for a space
Create an Accounting Code for a space
- Create a Pipeline Stage
Create a Pipeline Stage for a space
- Create a Post for Channel for Issue Ticket for a space
Create a Post for Channel for Issue Ticket for a space
- Create a Tax for a space
Create a Tax for a space
- Create a User
Create a new user in the space
- Create Check-in for a group
Create Check-in for a group
- Create Check-in for a user
Create Check-in for a user
- Create Consumption for a Quota for a space
Create Consumption for a Quota for a space
- Create Credit Note
Create a new credit note for space
- Create Day Pass Version
Create a day pass revision
- Create Invoice
Create a new invoice for space
- Create leads form for space
Create leads form for space
- Create Payment Account for a space
Create Payment Account for a space
- Create Payment Method
Create a payment method for a space
- Create Ticket Price
Create a ticket price revision
- Delete a badge
Delete a badge.
- Delete a Building Guide Section
Delete a Building Guide Section for a space
- Delete a campus
Delete a campus and clear location assignments.
- Delete a charge
Delete a charge.
- Delete a Coupon for a space
Delete a Coupon for a space
- Delete a custom Activity Status
Delete a custom activity status. Only statuses with type `custom` can be deleted.
- Delete a deposit
Delete a deposit.
- Delete a document
Soft-delete a document.
- Delete a Door Access Account for a user in a space
Delete a Door Access Account for a user in a space
- Delete a door access configuration
Delete a door access configuration (space admin).
- Delete an Accounting Code for a space
Delete an Accounting Code for a space
- Delete an Amenity
Delete an Amenity for a space
- Delete an email template
Delete an email template by UUID (space admin).
- Delete an Issue ticket category
Delete an Issue ticket category for a space
- Delete an Opportunity
Delete an opportunity for a space
- Delete a Note for a Group
Delete a Note for a Group in a Space
- Delete a Note for a User
Delete a Note for a User in a Space
- Delete a Pipeline Stage
Delete a Pipeline Stage for a space
- Delete a presence log
Deletes a specific presence log by UUID
- Delete Area
Delete an Area
- Delete Area Revision
Delete an Area Revision
- Delete a Role for a space
Delete a Role for a space
- Delete a Segment for a space
Delete a Segment for a space
- Delete a space email
Required Scope | `emails:write`
- Delete a Tax for a space
Delete a Tax for a space
- Delete a Visit Type
Delete a Visit Type for a space
- Delete Children
Delete all children of an Area
- Delete Credit Note
Delete credit note
- Delete Credit Note Line
Delete a credit note line
- Delete Day Pass
Delete a day pass for a space
- Delete Day Pass Version
Delete a day pass revision
- Delete Event Ticket
Delete a ticket
- Delete group file
Required Scope | `files:write`
- Delete Invoice
Delete Invoice
- Delete Invoice Line
Delete an Invoice Line
- Delete Line from Preview
Remove a line from the invoice preview
- Delete Line from Preview (2)
Remove a line from the invoice preview
- Delete Payment Account
Delete Payment Account
- Delete Payment Method
Delete a payment method
- Delete Plan
Delete a plan
- Delete Plan Version
Delete a plan revision (version)
- Delete Product
Delete a product
- Delete Product Version
Delete a revision (version) of a product
- Delete Quota for a space
Delete Quota for a space
- Delete Ticket Price
Delete a ticket price revision
- Delete user file
Required Scope | `files:write`
- Disable a Door Access Account for a user in a space
Disable a Door Access Account for a user in a space
- Disconnect a Door Access Account for a user in a space
Disconnect a Door Access Account for a user in a space
- Documents for Group
Get all Documents for a Group
- Documents for User
Get all Documents for a User
- Duplicate Area
Duplicate an Area
- Duplicate Area Revision
Duplicate an Area Revision
- Duplicate Event
Duplicate an event
- Enable a Door Access Account for a user in a space
Enable a Door Access Account for a user in a space
- End an evacuation
Required Scope | `evacuations:write`
- End the booking at the next rounded interval
End a booking early for a space
- Export to CSV
Get a download link to a CSV file containing all bookings for a given period for a maximum range of 12 months.
- Export to CSV (2)
Get a download link to a CSV file containing all events.
- Export to CSV (3)
Get a download link to a CSV file containing all invoices for a given period for a maximum range of 12 months.
- Export to CSV (4)
Get a download link to a CSV file containing all payments for a given period for a maximum range of 12 months.
- Export to CSV (5)
Get a download link to a CSV file containing all subscriptions for a given period for a maximum range of 12 months.
- Export to CSV (6)
Get a download link to a CSV file containing all users for the given space.
- Extend document signature expiration
Set a new expiration date for a pending document signature.
- Extend the booking with the given duration
Extend a booking for a space
- File Paginate For Space
Get paginated files for space.
- Get Accounting Codes for a space
Get all Accounting Codes for a space
- Get Accounting Configurations
List accounting configurations for a space.
- Get Active Areas
Get all active Areas for a space
- Get Active Children
Get all active children of an Area
- Get Activity Statuses
List custom and built-in activity statuses for a space (built-in names are translated for the current user).
- Get all check-ins for a space
Get all check-ins for a space
- Get all Notes for a Group
Get all Notes for a Group in a Space
- Get all Notes for a User
Get all Notes for a User in a Space
- Get all Printing Accounts for a group
Get all Printing Accounts for a group
- Get all Printing Accounts for a space
Get all Printing Accounts for a space
- Get Amenities for a space
Get all Amenities for a space
- Get an email template
Get an email template by key or UUID (space admin).
- Get an evacuation
Required Scope | `evacuations:read`
- Get Area
Get an Area
- Get Area Revisions
Get all Area Revisions for an Area
- Get Areas
Get all Areas for a space
- Get Area Status
Returns the current status of the areas in an Archie space, optionally filtered by area category and entity.
- Get Availabilities
Get availabilities for an Area
- Get Available Times
Get available times for an Area
- Get Benefit Categories
Get all Benefit Categories for a space
- Get Benefits
Get all Benefits for a space
- Get Booking availabilities for reschedule
Get Booking availabilities for reschedule for a space
- Get Booking for a space
Get Booking for a space
- Get Bookings
Get a paginated list of bookings in a space using filters and sort options.
- Get Building Guide Sections
Get all Building Guide Sections for a space
- Get charges for a space
List all charges for a space.
- Get check-ins for a Quota for a space
Get check-ins for a Quota for a space
- Get Children
Get all children of an Area
- Get Children Availabilities
Get availabilities for children of an Area
- Get community manager
Returns the user designated as community manager for the space, including email.
- Get consumptions for a Quota for a space
Get consumptions for a Quota for a space
- Get Coupons for a space
Get all coupons for a space
- Get Credit Note
Get Credit Note for space
- Get Credit Notes
Get a paginated list of credit notes for space
- Get Credit Notes for Group
Get a paginated list of credit notes for group in space
- Get Credit Notes for Group (2)
Get a paginated list of credit notes for group in space
- Get Day Pass
Get a day pass for a space
- Get Day Passes
Get all day passes for a space
- Get Door Access Accounts for a user in a space
Get Door Access Accounts for a user in a space
- Get Entity Deposits for a group
Get all Entity Deposits for a group in a space
- Get Entity Deposits for a space
Get all Entity Deposits for a space
- Get Entity Deposits for a user
Get all Entity Deposits for a user in a space
- Get Entity Invoices
Retrieve a paginated list of invoices for a specific entity (User or Group) within a space.
- Get Entity Invoices (2)
Retrieve a paginated list of invoices for a specific entity (User or Group) within a space.
- Get Event
Get an event for a space
- Get Events
Get events for a space
- Get Event Ticket
Get a ticket for an event
- Get Event Tickets
Get tickets for an event
- Get Group
Get a Group by UUID or Slug
- Get Group Invoices
Get a paginated list of invoices for a Group in Space
- Get Group Payment Methods
Get all payment methods for a group in a space
- Get Groups
Get all groups for a space
- Get Inactive Areas
Get all inactive Areas for a space
- Get Invoice
Get Invoice for space
- Get Invoices
Get a paginated list of invoices for space
- Get Issue Ticket Categories
Get all issue ticket categories for a space
- Get Issue Ticket for a space
Get all issue ticket for a space
- Get Issue Tickets for a space
Get all issue tickets for a space
- Get leads form space
Get leads form space
- Get Multiple Availabilities
Get availabilities for multiple Area
- Get ongoing evacuation
Required Scope | `evacuations:read`
- Get Opportunities
Get all opportunities for a space
- Get Payment Accounts for a space
Get all Payment Accounts for a space
- Get Pipeline Stages for a space
Get all Pipeline Stages for a space
- Get Plan
Get a plan for a space
- Get Plans
Get all plans for a space
- Get Plan Versions
Get all plan revisions (versions)
- Get Posts for Channel for Issue Ticket for a space
Get all Posts for Channel for Issue Ticket for a space
- Get presence logs for a space
Get all presence logs for a space
- Get Preview
Get invoice preview for an entity in a space
- Get Preview (2)
Get invoice preview for an entity in a space
- Get Preview (3)
Get invoice preview for an entity in a space
- Get Preview (4)
Get invoice preview for an entity in a space
- Get Product
Get a product for a space
- Get Products
Get all products for a space
- Get Product Versions
Get all revisions (versions) of a product
- Get Quota for a space
Get Quota for a space
- Get Quotas for a group
Get all quotas for a group
- Get Quotas for a space
Get all quotas for a space
- Get quotas for a subscription
Get quotas for a subscription for a space
- Get Quotas for a user
Get all quotas for a user
- Get Roles for a space
Get all roles for a space
- Get Segments for a space
Get all Segments for a space
- Get Spaces
Get all my spaces
- Get Taxes for a space
Get all taxes for a space
- Get Ticket Prices
Get ticket price revisions
- Get User
Get a user in the space by ID
- Get User Invoices
Get a paginated list of invoices for a User in Space
- Get User Payment Methods
Get all payment methods for a user in a space
- Get Visit Types
Get all visit types for a space
- Group Get Files
Get all content files for a group
- Group Remove User
Remove a User from a Group
- List badges
Get all badges configured for a space.
- List campuses
List campuses for an organization with assigned locations.
- List deposits
List deposit definitions for a space.
- List documents for a space
List all documents configured for the space.
- List document signatures for a space
Paginated document signatures for the space with optional filters.
- List door access configurations
List door access configurations for a space.
- List email templates
List email templates for a space (space admin).
- List evacuations
Paginated list of evacuations for a space (requires evacuation feature and space admin).
- List Payments
Get a paginated list of payments for the specified Space. Without any query parameters, the service will return the first 40 items.
- List Purchases
Get a paginated list of purchases for the specified Space. Without any query parameters, the service will return the first 40 items.
- List sent emails
List sent email records for a space (space admin).
- List space emails
List configured outbound emails for a space (space admin).
- List Subscriptions
Get a paginated list of subscriptions for the specified Space.
- List unread popup emails
Sent emails shown in the user popup that are not read yet.
- List Users
Get a paginated list of users for the specified Space. Without any query parameters, the service will return the first 40 users.
- List Visits
Get a paginated list of visits for the specified Space.
- Mark all popup emails as read
Required Scope | `emails-sent:write`
- Mark user as not safe
Required Scope | `evacuations:write`
- Mark user as safe
Required Scope | `evacuations:write`
- Move the pipeline stage section up in the list
Move the pipeline stage section up in the list by changing the rank
- Move the Segment up in the list
Move the Segment up in the list by changing the rank
- My activity schedule
Activity schedule for the current user only.
- Paginate leads forms for space
Paginate leads forms for space
- Payments Get Balance For Group in Space
Get payments balance for group in space.
- Payments Get Balance For User in Space
Get payments balance for user in space.
- Preview an email template
Render HTML preview for a template (space admin).
- Preview badge HTML
Render a preview of badge HTML from payload dimensions.
- Print Credit Note
Print a credit note to PDF
- Print Invoice
Print an Invoice into PDF
- Publish Area Revision
Publish an Area Revision
- Publish Children Revisions
Publish all children revisions of an Area
- Publish Day Pass Version
Publish a day pass revision
- Publish Plan Version
Publish a plan revision (version)
- Publish Product Version
Publish a revision (version) of a product
- Publish Ticket Price
Publish a ticket price revision
- Receive Entity Deposit for a group
Receive Entity Deposit for a group in a space
- Receive Entity Deposit for a space
Receive Entity Deposit for a space
- Receive Entity Deposit for a user
Receive Entity Deposit for a user in a space
- Refund Entity Deposit for a group
Refund Entity Deposit for a group in a space
- Refund Entity Deposit for a space
Refund Entity Deposit for a space
- Refund Entity Deposit for a user
Refund Entity Deposit for a user in a space
- Remove Children
Remove children from an Area
- Restore Credit Note Line
Restore a credit note line
- Restore Invoice Line
Restore an Invoice Line
- Restore Line in Preview
Restore a deleted line in the invoice preview
- Restore Line in Preview (2)
Restore a deleted line in the invoice preview
- Restore Preview
Restore invoice preview to initial values
- Restore Preview (2)
Restore invoice preview to initial values
- Send Credit Note
Send a credit note to the entity
- Send document for signature
Send or re-send a document signature request for the current user context.
- Send Invoice
Send an Invoice
- Set Primary Payment Method
Set a payment method as primary for a space
- Start an evacuation
Required Scope | `evacuations:write`
- Update a badge
Update a badge.
- Update a Benefit
Update a Benefit for a space
- Update a Benefit Category
Update a Benefit for a space
- Update a custom Activity Status
Update a custom activity status. Only statuses with type `custom` can be modified.
- Update a door access configuration
Update a door access configuration (space admin).
- Update an Accounting Code for a space
Update an Accounting Code for a space
- Update a Note for a Group
Update a Note for a Group in a Space
- Update a Note for a User
Update a Note for a User in a Space
- Update a Pipeline Stage
Update a Pipeline Stage for a space
- Update a Tax for a space
Update a Tax for a space
- Update availability end date for a Quota for a space
Update availability end date for a Quota for a space
- Update Children
Update all children of an Area
- Update Day Pass Version
Update a day pass revision
- Update document metadata
Update title and signature expiration for a document.
- Update leads form for space
Update leads form for space
- Update Payment Account for a space
Update Payment Account for a space
- Update segments for a subscription for a space
Update segments for a subscription for a space
- Update Ticket Price
Update a ticket price revision
- User Get Files
Get all files for user
- New Case
Triggers when a new case is created in Sage CRM.
- New Company
Triggers when a new company is created in Sage CRM.
- New Lead
Triggers when a new lead is created in Sage CRM.
- New Opportunity
Triggers when a new opportunity is created in Sage CRM.
- New Person
Triggers when a new person is created in Sage CRM.
- Create Case
Creates Sage CRM case record.
- Create Communication
Creates Sage CRM communication record.
- Create Company
Creates Sage CRM company record.
- Create Lead
Creates Sage CRM lead record.
- Create Person
Creates Sage CRM person record.
- Delete Case
Deletes Sage CRM case record.
- Delete Communication
Deletes Sage CRM communication record.
- Delete Company
Deletes Sage CRM company record.
- Delete Lead
Deletes Sage CRM lead record.
- Delete Note
Deletes Sage CRM note record.
- Delete Opportunity
Deletes Sage CRM opportunity record.
- Delete Person
Deletes Sage CRM person record.
- Get Case
Returns one Sage CRM case record.
- Get Communication
Returns one Sage CRM communication record.
- Get Company
Returns one Sage CRM company record.
- Get Lead
Returns one Sage CRM lead record.
- Get Note
Returns one Sage CRM note record.
- Get Opportunity
Returns one Sage CRM opportunity record.
- Get Person
Returns one Sage CRM person record.
- List Cases
Returns Sage CRM case records.
- List Communications
Returns Sage CRM communication records.
- List Companies
Returns Sage CRM company records.
- List Leads
Returns Sage CRM lead records.
- List Notes
Returns Sage CRM note records.
- List Opportunities
Returns Sage CRM opportunity records.
- List People
Returns Sage CRM person records.
- Update Communication
Updates Sage CRM communication record.
- Update Company
Updates Sage CRM company record.
- Update Lead
Updates Sage CRM lead record.
- Update Opportunity
Updates Sage CRM opportunity record.
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
Archie and Sage CRM, answered
What can start an automation from Archie?
Any of Archie's 8 triggers in the catalog, including New Booking, New Cart Purchase, New Day Pass Check In and New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sage CRM when something happens in Archie?
Any of Sage CRM's 30 actions, including Create Case, Create Communication, Create Company and Create Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sage CRM to Archie?
Yes. When something happens in Sage CRM, your agent can act in Archie too. This page covers both directions: Sage CRM's triggers and Archie's actions are listed here as well.
Do I have to build a connector for Archie or Sage CRM?
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 Archie and Sage CRM 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.