--- title: "Connect Call Loop 2.0 and Sage Sales Management - APIANT.ai" description: "When \"Contact Added to List\" fires in Call Loop 2.0, your agent runs \"Create Contact\" in Sage Sales Management." canonical: "https://apiant.ai/connect/call-loop-2-0-to-sage-sales-management" --- # Connect Call Loop 2.0 and Sage Sales Management When **Contact Added to List** fires in [Call Loop 2.0](https://apiant.ai/connections/call-loop-2-0), your agent runs **Create Contact** in [Sage Sales Management](https://apiant.ai/connections/sage-sales-management), or **Account Updated** in Sage Sales Management to **Create (Update) Contact** in Call Loop 2.0. Describe the whole flow and it is built, tested on every scenario and kept running. Call Loop 2.0 **2** triggers Call Loop 2.0 **13** actions Sage Sales Management **12** triggers Sage Sales Management **33** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Call Loop 2.0 and Sage Sales Management to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Call Loop 2.0 and Sage Sales Management can do together ### From Call Loop 2.0 to Sage Sales Management - When **Contact Added to List** in Call Loop 2.0 then **Create Contact** in Sage Sales Management - When **Contact Created or Updated** in Call Loop 2.0 then **Create or Update Contact** in Sage Sales Management ### From Sage Sales Management to Call Loop 2.0 - When **Account Updated** in Sage Sales Management then **Create (Update) Contact** in Call Loop 2.0 - When **Activity Updated** in Sage Sales Management then **Send SMS / MMS Message** in Call Loop 2.0 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 Call Loop 2.0 and Sage Sales Management ## Triggers and actions 14 triggers · 46 actions - Trigger **Contact Added to List** Triggers when a contact is added to the selected Call Loop list. - Trigger **Contact Created or Updated** Triggers when a contact is created or updated in Call Loop. - Action **Add list** Creates a new contact list in Call Loop and returns the created list. - Action **Create (Update) Contact** Creates a contact, or updates the existing contact with the same phone number, and returns the saved contact. - Action **Delete contact** Permanently deletes one or more contacts by ID and returns a confirmation with the number deleted. - Action **Find contacts by search term** Returns the Call Loop contacts that match a search term, optionally narrowed by status and subscription state. - Action **Get contact** Returns one Call Loop contact by its ID, including its status, subscription state, lists, custom field values and messaging activity. An error occurs if the contact is not found. - Action **Get message** Returns a message's current delivery status and details, looked up by its ID or state UUID. An error occurs if the message is not found. - Action **List contacts** Returns the contacts in your Call Loop organization, optionally filtered by status, search text or subscription state. Deleted contacts are not included. - Action **Send Ringless Voicemail** Queues a ringless voicemail drop to a phone number using an audio file already in your Call Loop account. Returns the queued message and its delivery state. - Action **Send SMS / MMS Message** Queues one SMS or MMS message to a phone number from a number on your Call Loop account, and returns the queued message with its status. - Action **Send Voice Broadcast** Queues one outbound voice call to a phone number, playing an uploaded audio file on live answer, as a voicemail, or both. Returns the queued message and its status. - Action **Update contact** Updates an existing Call Loop contact by ID, changing only the fields you fill in, and returns the saved contact. - Action **Update list** Renames an existing contact list and returns the updated list. - Action **Update Opt-In Status** Sets whether one contact is subscribed to text messages and to calls and ringless voicemail. No message is sent. - Trigger **Account Updated** Fires when an existing account (company) is updated in Sage Sales Management. - Trigger **Activity Updated** Triggers when an activity is updated. - Trigger **Calendar Item Updated** Fires when an existing calendar item (appointment or task) is updated in Sage Sales Management. - Trigger **Contact Updated** Triggers when a contact is created or updated in Sage Sales Management. Returns the contact's name, email and phone details, linked account, sales rep, address and update timestamps. - Trigger **New Account** Triggers when a new account is created. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Calendar Item** Triggers when a new calendar item is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Opportunity** Triggers when a new opportunity is created. - Trigger **New Sales Order** Triggers when a new sales order is created. - Trigger **Opportunity Updated** Triggers when an opportunity is updated. - Trigger **Sales Order Updated** Triggers when a sales order is updated. - Action **Create Account** Creates a new account (company) in Sage Sales Management with its contact details, address, owner and classification IDs. Returns the new account's ID. - Action **Create Activity** Logs a new activity (a call, visit or note) against an account in Sage Sales Management, optionally tied to an opportunity and a sales rep. Returns the new activity's ID. - Action **Create Calendar Item** Creates a calendar appointment or task in Sage Sales Management, optionally linked to an account, contact and sales rep. Returns the new calendar entry's ID. - Action **Create Contact** Creates a new contact person in Sage Sales Management, optionally linked to an account and a sales rep. Returns the new contact's ID. - Action **Create Entity** Creates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of that type's own fields. Returns the new record's ID. - Action **Create Opportunity** Creates a new sales opportunity against an account in Sage Sales Management, with its value, currency, win probability, status and owner. Returns the new opportunity's ID. - Action **Create or Update Account** Finds an account by its exact company name in Sage Sales Management and updates it, or creates a new account when no match is found. Returns the account's ID and which of the two happened. - Action **Create or Update Contact** Finds a contact by email address in Sage Sales Management and updates it, or creates a new contact when no match is found. Returns the contact's ID and which of the two happened. - Action **Create Sales Order** Creates a sales order header for an account in Sage Sales Management, with its reference, total, currency, status, discounts and owner. Returns the new order's ID; order lines are added separately. - Action **Find Account** Returns the accounts in Sage Sales Management whose company name exactly matches the one you give, with the first match surfaced on its own for easy mapping. - Action **Find Account by Any Field** Returns the accounts in Sage Sales Management where the field you name equals the value you give, so you can look an account up by email, phone, VAT number, external ID or any other stored field. - Action **Find Account by External ID** Returns the account in Sage Sales Management carrying the external ID you give — the ID your own system uses for that company. - Action **Find Contact** Returns the contacts in Sage Sales Management whose email address exactly matches the one you give, with the first match surfaced on its own for easy mapping. - Action **Find Contact by Any Field** Returns the contacts in Sage Sales Management where the field you name equals the value you give, so you can look a contact up by phone, last name, account, external ID or any other stored field. - Action **Find Contact by External ID** Returns the contact in Sage Sales Management carrying the external ID you give — the ID your own system uses for that person. - Action **Find Entity** Searches any Sage Sales Management record type — accounts, contacts, opportunities, sales orders, activities and so on — for records where the field you name equals the value you give. - Action **Find Opportunity** Returns the opportunities in Sage Sales Management whose reference exactly matches the one you give, with the first match surfaced on its own for easy mapping. - Action **Find Opportunity by Any Field** Returns the opportunities in Sage Sales Management where the field you name equals the value you give, so you can look one up by account, status, owner, external ID or any other stored field. - Action **Find Opportunity by External ID** Returns the opportunity in Sage Sales Management carrying the external ID you give — the ID your own system uses for that deal. - Action **Get User** Returns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status. - Action **List Accounts** List accounts stored in Sage Sales Management, most recently updated first. - Action **List Branches** Returns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need. - Action **List Countries** Returns every country Sage Sales Management knows about with its ID and ISO codes, so you can supply the country ID accounts and contacts expect. - Action **List Currencies** Returns every currency configured in Sage Sales Management with its ID, ISO code and symbol, so you can supply the currency ID opportunities and orders expect. - Action **List Timezones** Returns every time zone Sage Sales Management supports with its ID and IANA name, so you can supply the time zone ID branches expect. - Action **List Users** Returns the users (sales reps) in Sage Sales Management with their names, emails and IDs, so you can pick the sales-rep ID other operations need. - Action **Update Account** Updates an existing account in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value. - Action **Update Activity** Updates an existing activity in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value. - Action **Update Calendar Item** Updates an existing calendar appointment or task in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value. - Action **Update Contact** Updates an existing contact in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value. - Action **Update Entity** Updates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of the fields you want changed. Fields you leave out keep their current values. - Action **Update Opportunity** Updates an existing opportunity in Sage Sales Management. Only the fields you supply are changed; anything left blank is left as it is on the record. - Action **Update Sales Order** Updates an existing sales order in Sage Sales Management. Only the fields you supply are changed; anything left blank stays as it is on the order. ## Each app on its own - [ **Call Loop 2.0** Call Loop is an all-in-one SMS Texting, Voice Broadcasts, & Ringless Voicemail platform.](https://apiant.ai/connections/call-loop-2-0) - [ **Sage Sales Management** Sage Sales Management is a mobile CRM that allows you to measure, analyse and improve your sales team’s...](https://apiant.ai/connections/sage-sales-management) Reviews ## What our customers say ## More from Call Loop 2.0 - [ **Call Loop 2.0 to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/call-loop-2-0-to-hubspot) - [ **Call Loop 2.0 to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/call-loop-2-0-to-salesforce) - [ **Call Loop 2.0 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/call-loop-2-0-to-slack) - [ **Call Loop 2.0 to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/call-loop-2-0-to-google-sheets) - [ **Call Loop 2.0 to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/call-loop-2-0-to-gmail) - [ **Call Loop 2.0 to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/call-loop-2-0-to-google-calendar) ## More into Sage Sales Management - [ **HubSpot to Sage Sales Management** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sage-sales-management) - [ **Google Sheets to Sage Sales Management** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sage-sales-management) - [ **Gmail to Sage Sales Management** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sage-sales-management) - [ **Google Calendar to Sage Sales Management** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sage-sales-management) - [ **Google Drive to Sage Sales Management** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sage-sales-management) - [ **Mailchimp to Sage Sales Management** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-sage-sales-management) Questions ## Call Loop 2.0 and Sage Sales Management, answered ### ### What can start an automation from Call Loop 2.0? Any of Call Loop 2.0's 2 triggers in the catalog, including Contact Added to List and Contact Created or Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Sage Sales Management when something happens in Call Loop 2.0? Any of Sage Sales Management's 33 actions, including Create Account, Create Activity, Create Calendar Item and Create Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sage Sales Management to Call Loop 2.0? Yes. When something happens in Sage Sales Management, your agent can act in Call Loop 2.0 too. This page covers both directions: Sage Sales Management's triggers and Call Loop 2.0's actions are listed here as well. ### ### Do I have to build a connector for Call Loop 2.0 or Sage Sales Management? 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 Call Loop 2.0 and Sage Sales Management 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.