--- title: "Connect EFC Aquila to Roezan SMS - APIANT.ai" description: "When \"New Appointment\" fires in EFC Aquila, your agent runs \"Add a Contact Tag\" in Roezan SMS." canonical: "https://apiant.ai/connect/efc-aquila-to-roezan-sms" --- # Connect EFC Aquila to Roezan SMS When **New Appointment** fires in [EFC Aquila](https://apiant.ai/connections/efc-aquila), your agent runs **Add a Contact Tag** in [Roezan SMS](https://apiant.ai/connections/roezan-sms). Describe the whole flow and it is built, tested on every scenario and kept running. EFC Aquila **9** triggers EFC Aquila **8** actions Roezan SMS **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EFC Aquila and Roezan SMS 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 EFC Aquila can start in Roezan SMS - When **New Appointment** in EFC Aquila then **Add a Contact Tag** in Roezan SMS - When **New Lead** in EFC Aquila then **Send a Message** in Roezan SMS 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 EFC Aquila and Roezan SMS ## Triggers and actions 9 triggers · 15 actions - Trigger **Assessment Query** Triggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters. - Trigger **Birthday** Triggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year. - Trigger **Classes Attended** Triggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it. - Trigger **Did Not Show** Triggers when a member booked onto a class or event today is marked absent (did not show). - Trigger **Expired Member** Triggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first. - Trigger **Member Query** Triggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive. - Trigger **New Appointment** Triggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year. - Trigger **New Lead** Triggers when a new lead (prospective member) is registered at the selected Location. - Trigger **New Member** Triggers when a member enrols at the selected Location (school). - Action **Add Lead** Captures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member. - Action **Book Session** Books a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned. - Action **Create Appointment** Creates a one-on-one appointment with a member at a location, optionally as a recurring series. - Action **Create Note** Adds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC. - Action **Enrol Member** Enrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment. - Action **Send Email** Sends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message. - Action **Send SMS** Sends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation. - Action **Send Template** Emails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery. - Action **Add a Contact Tag** Adds one or more tags to a Roezan SMS contact, identified by phone number. - Action **Add broadcast** Creates a draft broadcast addressed to one or more lists and returns its id with an estimate of recipients and credits. Nothing is sent until the draft is scheduled. - Action **List lists** Returns the contact lists in the Roezan SMS account. - Action **List senders** Returns the senders available on the Roezan SMS account. - Action **List tags** Returns all tags in the Roezan SMS account. - Action **Remove a Contact Tag** Removes a tag from a Roezan SMS contact, identified by phone number. - Action **Send a Message** Sends an SMS message to a contact's phone number from one of your Roezan SMS senders. ## Each app on its own - [ **EFC Aquila** EFC Aquila is a fully featured CRM and Billing platform for Martial Arts schools, Leisure clubs and more.](https://apiant.ai/connections/efc-aquila) - [ **Roezan SMS** Roezan is an automated text funnel solution, increasing lead conversions through marketing automations.](https://apiant.ai/connections/roezan-sms) Reviews ## What our customers say ## More from EFC Aquila - [ **EFC Aquila to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/efc-aquila-to-hubspot) - [ **EFC Aquila to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/efc-aquila-to-salesforce) - [ **EFC Aquila to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/efc-aquila-to-slack) - [ **EFC Aquila to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/efc-aquila-to-google-sheets) - [ **EFC Aquila to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/efc-aquila-to-gmail) - [ **EFC Aquila to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/efc-aquila-to-google-calendar) ## More into Roezan SMS - [ **HubSpot to Roezan SMS** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-roezan-sms) - [ **Salesforce to Roezan SMS** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-roezan-sms) - [ **Slack to Roezan SMS** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-roezan-sms) - [ **Google Sheets to Roezan SMS** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-roezan-sms) - [ **Gmail to Roezan SMS** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-roezan-sms) - [ **Google Calendar to Roezan SMS** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-roezan-sms) Questions ## EFC Aquila and Roezan SMS, answered ### ### What can start an automation from EFC Aquila? Any of EFC Aquila's 9 triggers in the catalog, including New Appointment, New Lead, New Member and Assessment Query. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Roezan SMS when something happens in EFC Aquila? Any of Roezan SMS's 7 actions, including Send a Message, Add a Contact Tag, Add broadcast and List lists. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Roezan SMS to EFC Aquila? Roezan SMS has no triggers in the catalog today, so automations start in EFC Aquila. If you need the other direction, ask: your agent reads Roezan SMS's API documentation and adds it. ### ### Do I have to build a connector for EFC Aquila or Roezan SMS? 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 EFC Aquila and Roezan SMS 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.