Integration
Connect Feathery and Sage CRM
When Data Received fires in Feathery, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Create or Fetch User in Feathery. 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 Feathery 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 Feathery and Sage CRM can do together
From Feathery to Sage CRM
When Data Received in Feathery
then Create Lead in Sage CRM
When Form Completion in Feathery
then Update Lead in Sage CRM
From Sage CRM to Feathery
When New Case in Sage CRM
then Create or Fetch User in Feathery
When New Company in Sage CRM
then Get User Field Data in Feathery
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 Feathery and Sage CRM
Triggers and actions 7 triggers · 42 actions
Trigger
Data ReceivedTriggers when an end user submits or updates data on a Feathery form.
Trigger
Form CompletionTriggers when an end user completes a Feathery form.
Action
Create Hidden FieldCreates a hidden field in your Feathery account.
Action
Create One-Time LinkCreates a one-time link that opens one submission of a Feathery form, optionally prefilled.
Action
Create or Fetch UserCreates a Feathery end user with the given ID, or returns the existing user, including its SDK key.
Action
Create or Update SubmissionSets field values for a Feathery user and initializes submissions on the given forms.
Action
Delete UserDeletes a Feathery end user and their submissions.
Action
Get User Field DataReturns every field value a Feathery user submitted across forms.
Action
Get User Form SessionReturns a Feathery user's form session: every form they are working on and their progress.
Action
List Document TemplatesReturns document templates uploaded by your Feathery team, optionally filtered by name or tags.
Action
List FormsReturns your Feathery forms, optionally filtered by tags or active status.
Action
List Form SubmissionsReturns submissions for a Feathery form, optionally filtered by user, completion and update time.
Action
List Hidden FieldsReturns all hidden fields in your Feathery account.
Action
List UsersReturns your Feathery end users, optionally filtered by creation time or a field value.
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
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Questions
Feathery and Sage CRM, answered
What can start an automation from Feathery?
Any of Feathery's 2 triggers in the catalog, including Data Received and Form Completion. 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 Feathery?
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 Feathery?
Yes. When something happens in Sage CRM, your agent can act in Feathery too. This page covers both directions: Sage CRM's triggers and Feathery's actions are listed here as well.
Do I have to build a connector for Feathery 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 Feathery 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.