Integration
Connect DoiT and Sage CRM
When New Alert Notification fires in DoiT, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Add support ticket in DoiT. 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 DoiT 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 DoiT and Sage CRM can do together
From DoiT to Sage CRM
When New Alert Notification in DoiT
then Create Lead in Sage CRM
From Sage CRM to DoiT
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 DoiT and Sage CRM
Triggers and actions 12 triggers · 57 actions
- Budget Threshold Surpassed
Triggered when a budget's current spend passes one of its alert thresholds. Fires once per threshold in each budget period.
- New Alert Notification
Triggers when a DoiT cost alert sends a notification (its last-alerted time advances).
- New Cloud Incident
Triggered when a new cloud incident is reported for Google Cloud, Amazon Web Services or Microsoft Azure.
- New Cost Anomaly
Triggers when DoiT detects a new cloud cost anomaly, newest first, optionally narrowed by service, billing account, platform or severity.
- New Invoice
Triggered when a new invoice is created in your DoiT organization.
- New Service
Triggers when a new cloud service (support product) becomes available in DoiT, optionally for one platform.
- New Service (For Doers)
Triggers when a new support product (service) becomes available in DoiT, optionally limited to one cloud platform.
- Add alert
Creates a cost or usage alert in DoiT Cloud Analytics that notifies email or Slack recipients when a metric crosses the threshold you set.
- Add allocation
Creates a new DoiT allocation, either a single allocation defined by one rule or a group allocation made of several rules.
- Add annotation
Creates a new annotation on a date in DoiT Cloud Analytics, optionally linked to reports and labels.
- Add budget
Creates a new DoiT budget that tracks cloud spend for the selected scope against a fixed or recurring amount.
- Add comment
Adds a comment to an existing DoiT support request and returns the new comment.
- Add label
Creates a new label in DoiT Cloud Analytics with a name and color, ready to assign to reports, budgets and other objects.
- Add support ticket
Creates a new DoiT support request and returns its id, status and a link to view it in the DoiT console.
- Delete alert
Deletes an alert from your DoiT account.
- Get alert
Returns a Cloud Analytics alert by its ID, including its name, recipients, timestamps and evaluation configuration.
- Get anomaly
Returns one cost anomaly, including its cost impact, severity, affected service, contributing SKUs and resources, and review status.
- Get budget
Returns a budget's configuration and its current and forecasted utilization. An error occurs if the budget is not found.
- Get invoice
Returns the full details of an invoice by its invoice number, including status, amounts, due date and line items. A cancelled invoice or credit memo is returned with status CANCELED.
- List alerts
Returns the alerts your DoiT account has access to, optionally filtered by owner or name and sorted.
- List allocations
Returns the cost allocations your DoiT account has access to, optionally filtered by type, owner, name or folder.
- List annotations
Returns the Cloud Analytics annotations your DoiT account has access to, with their content, date, associated reports and labels.
- List anomalies
Returns the cloud cost anomalies DoiT detected, optionally filtered by time window, service, billing account, platform or severity.
- List assets
Returns the customer's assets in DoiT, such as Google Cloud billing accounts, Workspace subscriptions and AWS accounts, optionally filtered by a filter expression.
- List budgets
Returns the budgets your DoiT account can access, each with its amount, utilization and risk status.
- List CloudFlows
Returns the CloudFlows in the DoiT account, with each flow's name, published state, trigger type and last run status.
- List invoices
Returns the current and historical invoices for your organization, newest first, optionally filtered by platform, due date, status or creation time.
- List labels
Returns the Cloud Analytics labels your DoiT account can access, optionally filtered by name or type and sorted.
- List reports
Returns the Cloud Analytics reports your DoiT account can access, newest first, with optional filtering by name, owner, type, folder or creation time.
- Query Cloud Analytics
Runs a one-off Cloud Analytics query with the configuration you supply and returns the result columns and rows, without saving a report.
- Run CloudFlow
Starts a run of a published CloudFlow and returns the new run, which begins in pending status.
- Run Report
Runs a saved Cloud Analytics report and returns its results: the column schema and the result rows, plus the report's name, owner and labels.
- Update alert
Updates an existing DoiT alert's name, threshold settings or notification recipients. Only the values you fill in are changed.
- Update budget
Updates an existing DoiT budget. Only the values you supply are changed; everything else on the budget is kept.
- 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
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Questions
DoiT and Sage CRM, answered
What can start an automation from DoiT?
Any of DoiT's 7 triggers in the catalog, including New Alert Notification, New Cloud Incident, New Cost Anomaly and New Invoice. 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 DoiT?
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 DoiT?
Yes. When something happens in Sage CRM, your agent can act in DoiT too. This page covers both directions: Sage CRM's triggers and DoiT's actions are listed here as well.
Do I have to build a connector for DoiT 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 DoiT 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.