Integration
Connect Givecloud and Sage CRM
When New Supporter fires in Givecloud, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Get Post in Givecloud. 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 Givecloud 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 Givecloud and Sage CRM can do together
From Givecloud to Sage CRM
When New Supporter in Givecloud
then Create Lead in Sage CRM
From Sage CRM to Givecloud
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 Givecloud and Sage CRM
Triggers and actions 8 triggers · 50 actions
- Contribution Paid
Triggers when a new contribution (donation or purchase) is placed in Givecloud.
- New Supporter
Triggers when a new supporter (donor) is created in Givecloud.
- Supporter Updated
Triggers when a Givecloud supporter (donor) is created or updated.
- Create Sponsee
Creates a new Givecloud sponsee (a child or project available for sponsorship).
- Delete Sponsee
Deletes a Givecloud sponsee.
- Get Contribution
Returns one Givecloud contribution (donation or purchase) by ID.
- Get Post
Returns one post from a Givecloud feed.
- Get Product
Returns one Givecloud product by ID, optionally with its categories and variants.
- Get Recurring Profile
Returns one Givecloud recurring giving profile by ID.
- Get Sponsee
Returns one Givecloud sponsee by ID.
- Get Supporter
Returns one Givecloud supporter (donor) by ID, with addresses and memberships.
- List Contributions
Returns Givecloud contributions (donations and purchases), optionally filtered by date or one-time vs. recurring.
- List Posts
Returns the posts in a Givecloud feed (such as news or blog entries).
- List Products
Returns Givecloud products (donation forms and store items), optionally filtered by code or name.
- List Recurring Profiles
Returns Givecloud recurring giving profiles (monthly donations and other scheduled gifts).
- List Sponsees
Returns Givecloud sponsees (sponsored children or projects), optionally filtered by name or reference number.
- List Supporters
Returns Givecloud supporters (donors), optionally filtered by name, email or recurring-gift status.
- Update Sponsee
Updates an existing Givecloud sponsee; only the fields you supply change.
- 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
More from Givecloud
Givecloud to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Givecloud to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Givecloud to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Givecloud to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Givecloud to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Givecloud to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Sage CRM
Google Drive to Sage CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Sage CRMMailchimp marketing automation and email platform.
Questions
Givecloud and Sage CRM, answered
What can start an automation from Givecloud?
Any of Givecloud's 3 triggers in the catalog, including New Supporter, Supporter Updated and Contribution Paid. 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 Givecloud?
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 Givecloud?
Yes. When something happens in Sage CRM, your agent can act in Givecloud too. This page covers both directions: Sage CRM's triggers and Givecloud's actions are listed here as well.
Do I have to build a connector for Givecloud 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 Givecloud 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.