--- title: "Connect EFC Aquila to Tagbox.io - APIANT.ai" description: "When \"New Appointment\" fires in EFC Aquila, your agent runs \"Add file to collections\" in Tagbox.io." canonical: "https://apiant.ai/connect/efc-aquila-to-tagbox-io" --- # Connect EFC Aquila to Tagbox.io When **New Appointment** fires in [EFC Aquila](https://apiant.ai/connections/efc-aquila), your agent runs **Add file to collections** in [Tagbox.io](https://apiant.ai/connections/tagbox-io). Describe the whole flow and it is built, tested on every scenario and kept running. EFC Aquila **7** triggers EFC Aquila **8** actions Tagbox.io **15** 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 Tagbox.io 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 Tagbox.io - When **New Appointment** in EFC Aquila then **Add file to collections** in Tagbox.io - When **New Lead** in EFC Aquila then **Add tags to file** in Tagbox.io 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 Tagbox.io ## Triggers and actions 7 triggers · 23 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 **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 collection** Creates a collection in your Tagbox workspace. If a collection with the same name already exists, that existing collection is returned instead of creating a duplicate. - Action **Add file to collections** Adds a Tagbox file to one or more existing collections and returns the updated file. - Action **Add tag** Creates a new tag in your Tagbox workspace, optionally placing it in a category. - Action **Add tags to file** Adds one or more existing tags to a file in your Tagbox workspace and returns the updated file. - Action **Delete file** Deletes a file from your Tagbox workspace. The file disappears from search and the app but can be restored from Tagbox. - Action **Delete tag** Permanently deletes a tag from your Tagbox workspace and removes it from every file it was applied to. - Action **Find files** Returns the files in your Tagbox workspace that match the search text and filters you specify, such as tags, collections, people, file type, colors, rating and creation date. - Action **Get file** Returns a single file from your Tagbox workspace, including its name, tags, collections and preview links. - Action **Get file transcription** Returns the speech-to-text transcript of a video or audio file, including the full text, timestamped segments and WebVTT/SRT subtitles. When no transcript is available yet, returns its status instead. - Action **List collections** Returns every collection in your Tagbox workspace, with each collection's name and file count. - Action **List tags** Returns every tag in the Tagbox workspace, with each tag's name, file count and categories. - Action **Remove tags from file** Removes one or more tags from a file in your Tagbox workspace. The tags themselves are not deleted. - Action **Update file** Updates a file's name, description or star rating in your Tagbox workspace and returns the updated file. - Action **Update tag** Renames a tag in your Tagbox workspace. If another tag already has the new name, the two tags are merged into one. - Action **Upload File** Uploads a file into your Tagbox workspace from a URL, optionally naming, describing, tagging and adding it to collections. ## 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) - [ **Tagbox.io** Tagbox.io is a digital asset management platform for organizing, tagging, and sharing your media files.](https://apiant.ai/connections/tagbox-io) 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 Tagbox.io - [ **HubSpot to Tagbox.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tagbox-io) - [ **Salesforce to Tagbox.io** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tagbox-io) - [ **Slack to Tagbox.io** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tagbox-io) - [ **Google Sheets to Tagbox.io** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tagbox-io) - [ **Gmail to Tagbox.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tagbox-io) - [ **Google Calendar to Tagbox.io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tagbox-io) Questions ## EFC Aquila and Tagbox.io, answered ### ### What can start an automation from EFC Aquila? Any of EFC Aquila's 7 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 Tagbox.io when something happens in EFC Aquila? Any of Tagbox.io's 15 actions, including Update file, Update tag, Upload File and Add collection. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tagbox.io to EFC Aquila? Tagbox.io has no triggers in the catalog today, so automations start in EFC Aquila. If you need the other direction, ask: your agent reads Tagbox.io's API documentation and adds it. ### ### Do I have to build a connector for EFC Aquila or Tagbox.io? 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 Tagbox.io 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.