--- title: "Connect EFC Aquila and SwagUp - APIANT.ai" description: "When \"New Appointment\" fires in EFC Aquila, your agent runs \"Find an Order\" in SwagUp, or \"New or Updated Order\" in SwagUp to \"Add Lead\" in EFC Aquila." canonical: "https://apiant.ai/connect/efc-aquila-to-swagup" --- # Connect EFC Aquila and SwagUp When **New Appointment** fires in [EFC Aquila](https://apiant.ai/connections/efc-aquila), your agent runs **Find an Order** in [SwagUp](https://apiant.ai/connections/swagup), or **New or Updated Order** in SwagUp to **Add Lead** in EFC Aquila. Describe the whole flow and it is built, tested on every scenario and kept running. EFC Aquila **9** triggers EFC Aquila **8** actions SwagUp **7** triggers SwagUp **10** 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 SwagUp 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 and SwagUp can do together ### From EFC Aquila to SwagUp - When **New Appointment** in EFC Aquila then **Find an Order** in SwagUp - When **New Lead** in EFC Aquila then **Add Funds to Credit Balance** in SwagUp ### From SwagUp to EFC Aquila - When **New or Updated Order** in SwagUp then **Add Lead** in EFC Aquila - When **New or Updated Shipment Status** in SwagUp then **Send Email** in EFC Aquila 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 SwagUp ## Triggers and actions 16 triggers · 18 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. - Trigger **Low Credit Balance** Triggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes. - Trigger **Low Stock for a Product** Triggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low. - Trigger **New or Updated Order** Triggers when an order is created or updated. - Trigger **New or Updated Shipment Status** Triggers when a shipment is created or its delivery status changes. - Trigger **New or Updated Shipment Tracking** Triggers when a shipment first gets a tracking number or its tracking number changes. - Trigger **New Redemption** Triggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases. - Trigger **Product Deactivated** Triggers when a product in your SwagUp account is deactivated. - Action **Add Funds to Credit Balance** Adds funds to the SwagUp account's credit balance and returns the amount added and the new current balance. - Action **Create a New Recipient** Creates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient. - Action **Find an Order** Returns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date. - Action **Find a Product by Name** Returns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents. - Action **Find a Recipient** Returns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period. - Action **Find a Shipment** Returns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters. - Action **Find Inventory for Products** Returns the current inventory of the specified products, including the stock quantity on hand for each size. - Action **Generate a Unique URL** Creates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token. - Action **Reorder an Existing Product** Places a new SwagUp order for more units of a product already in your account, and returns the created order. - Action **Update Existing Recipient Information** Updates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient. ## 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) - [ **SwagUp** SwagUp makes it simple to create high quality branded swag for companies to give as gifts to employees...](https://apiant.ai/connections/swagup) 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 SwagUp - [ **Groundhogg to SwagUp** CRM and email marketing automation plugin for WordPress, with contact management, segmentation, and campaign...](https://apiant.ai/connect/groundhogg-to-swagup) - [ **HubSpot to SwagUp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-swagup) - [ **Salesforce to SwagUp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-swagup) - [ **Slack to SwagUp** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-swagup) - [ **Google Sheets to SwagUp** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-swagup) - [ **Gmail to SwagUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-swagup) Questions ## EFC Aquila and SwagUp, 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 SwagUp when something happens in EFC Aquila? Any of SwagUp's 10 actions, including Create a New Recipient, Update Existing Recipient Information, Add Funds to Credit Balance and Find an Order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SwagUp to EFC Aquila? Yes. When something happens in SwagUp, your agent can act in EFC Aquila too. This page covers both directions: SwagUp's triggers and EFC Aquila's actions are listed here as well. ### ### Do I have to build a connector for EFC Aquila or SwagUp? 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 SwagUp 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.