Integration
Connect Databox and Sage CRM
When New Dataset fires in Databox, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Create Dataset in Databox. 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 Databox 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 Databox and Sage CRM can do together
From Databox to Sage CRM
When New Dataset in Databox
then Create Lead in Sage CRM
When New Dataset in Databox
then Update Lead in Sage CRM
From Sage CRM to Databox
When New Case in Sage CRM
then Create Dataset in Databox
When New Company in Sage CRM
then Ingest Data into Dataset in Databox
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 Databox and Sage CRM
Triggers and actions 6 triggers · 42 actions
Trigger
New DatasetTriggers when a new dataset is created in your Databox organization.
Action
Create DatasetCreates a dataset with the given columns inside a Databox data source.
Action
Delete DatasetPermanently deletes a Databox dataset and all its data.
Action
Delete Data SourcePermanently deletes a Databox data source and every dataset in it.
Action
Get DatasetReturns the details of one Databox dataset.
Action
Get Dataset IngestionReturns the details of one data ingestion into a Databox dataset, including its status, duration, record counts and any errors.
Action
Get Metric DataReturns a Databox metric's values for a date range at the chosen granularity.
Action
Ingest Data into DatasetAdds a batch of up to 100 records to a Databox dataset.
Action
List DashboardsLists the dashboards in your Databox organization.
Action
List DatasetsLists Databox datasets, optionally filtered by data source or name.
Action
List Data SourcesLists the data sources in your Databox organization.
Action
List MetricsLists the metrics in your Databox organization.
Action
Purge DatasetRemoves all rows from a Databox dataset while keeping the dataset itself.
Trigger
New CaseTriggers when a new case is created in Sage CRM.
Trigger
New CompanyTriggers when a new company is created in Sage CRM.
Trigger
New LeadTriggers when a new lead is created in Sage CRM.
Trigger
New OpportunityTriggers when a new opportunity is created in Sage CRM.
Trigger
New PersonTriggers when a new person is created in Sage CRM.
Action
Create CaseCreates Sage CRM case record.
Action
Create CommunicationCreates Sage CRM communication record.
Action
Create CompanyCreates Sage CRM company record.
Action
Create LeadCreates Sage CRM lead record.
Action
Create PersonCreates Sage CRM person record.
Action
Delete CaseDeletes Sage CRM case record.
Action
Delete CommunicationDeletes Sage CRM communication record.
Action
Delete CompanyDeletes Sage CRM company record.
Action
Delete LeadDeletes Sage CRM lead record.
Action
Delete NoteDeletes Sage CRM note record.
Action
Delete OpportunityDeletes Sage CRM opportunity record.
Action
Delete PersonDeletes Sage CRM person record.
Action
Get CaseReturns one Sage CRM case record.
Action
Get CommunicationReturns one Sage CRM communication record.
Action
Get CompanyReturns one Sage CRM company record.
Action
Get LeadReturns one Sage CRM lead record.
Action
Get NoteReturns one Sage CRM note record.
Action
Get OpportunityReturns one Sage CRM opportunity record.
Action
Get PersonReturns one Sage CRM person record.
Action
List CasesReturns Sage CRM case records.
Action
List CommunicationsReturns Sage CRM communication records.
Action
List CompaniesReturns Sage CRM company records.
Action
List LeadsReturns Sage CRM lead records.
Action
List NotesReturns Sage CRM note records.
Action
List OpportunitiesReturns Sage CRM opportunity records.
Action
List PeopleReturns Sage CRM person records.
Action
Update CommunicationUpdates Sage CRM communication record.
Action
Update CompanyUpdates Sage CRM company record.
Action
Update LeadUpdates Sage CRM lead record.
Action
Update OpportunityUpdates 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
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Questions
Databox and Sage CRM, answered
What can start an automation from Databox?
Any of Databox's 1 trigger in the catalog, including New Dataset. 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 Databox?
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 Databox?
Yes. When something happens in Sage CRM, your agent can act in Databox too. This page covers both directions: Sage CRM's triggers and Databox's actions are listed here as well.
Do I have to build a connector for Databox 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 Databox 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.