Integration
Connect Gist and Sage CRM
When New Contact fires in Gist, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Add Tag to an Existing Contact in Gist. 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 Gist 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 Gist and Sage CRM can do together
From Gist to Sage CRM
When New Contact in Gist
then Create Lead in Sage CRM
From Sage CRM to Gist
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 Gist and Sage CRM
Triggers and actions 15 triggers · 48 actions
- Conversation closed
Fires when a conversation is closed. Webhook topic "Conversation Closed".
- New Contact
Triggers when you add a new contact.
- New conversation
Fires when a contact initiates a new conversation. Webhook topic "Contact Initiated Conversation".
- New message from contact
Fires when a contact sends a message in a conversation. Webhook topic "Message From Contact".
- Performed an Event
Triggers when a contact performs an event.
- Subscribed to a Campaign
Triggers when a contact is subscribed to a campaign.
- Tag Added to Contact
Triggers when a specific tag gets added to a contact.
- Tag Removed From Contact
Triggers when a specific tag gets removed from a contact.
- Unsubscribed From a Campaign
Triggers when a contact is unsubscribed from a campaign.
- Updated a Contact Property
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
- Add conversation
Create a new conversation in Gist's helpdesk/live-chat.
- Add Tag to an Existing Contact
Apply a tag to an existing contact.
- Assign conversation
Assign an existing conversation to a teammate or team.
- Close conversation
Close an existing conversation.
- Create or Update Contact
Creates a new Contact or updates an existing one.
- Delete contact
Delete a contact by id.
- Find a Contact
Finds an existing contact.
- Get a Contact
Fetches a contact by ID. An error occurs if the contact is not found.
- Get conversation
Retrieve a single conversation by id.
- List contacts
List all contacts in the workspace.
- List conversations
List all conversations in the workspace.
- Remove Tag From Existing Contact
Removes a tag from an existing contact.
- Reply to conversation
Add a reply message to an existing conversation.
- 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 Note
Creates Sage CRM note record.
- Create Opportunity
Creates Sage CRM opportunity 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 Case
Updates Sage CRM case record.
- Update Communication
Updates Sage CRM communication record.
- Update Company
Updates Sage CRM company record.
- Update Lead
Updates Sage CRM lead record.
- Update Note
Updates Sage CRM note record.
- Update Opportunity
Updates Sage CRM opportunity record.
- Update Person
Updates Sage CRM person 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
Reviews
What our customers say
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Questions
Gist and Sage CRM, answered
What can start an automation from Gist?
Any of Gist's 10 triggers in the catalog, including New Contact, New conversation, New message from contact and Tag Added to Contact. 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 Gist?
Any of Sage CRM's 35 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 Gist?
Yes. When something happens in Sage CRM, your agent can act in Gist too. This page covers both directions: Sage CRM's triggers and Gist's actions are listed here as well.
Do I have to build a connector for Gist 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 Gist 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.