Integration
Connect ilert and Sage CRM
When New or Updated Incident fires in ilert, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Find User on Call in ilert. 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 ilert 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 ilert and Sage CRM can do together
From ilert to Sage CRM
When New or Updated Incident in ilert
then Create Lead in Sage CRM
From Sage CRM to ilert
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 ilert and Sage CRM
Triggers and actions 6 triggers · 42 actions
- New or Updated Incident
Triggers when an incident (alert) on the chosen ilert alert source is created or changes: assigned, escalated, accepted, raised, commented on, resolved, or a responder is added or removed.
- Accept Incident
Accepts a pending ilert alert (formerly called an incident) on behalf of the connected user, stopping its escalation, and returns the updated alert.
- Add Alert
Creates an alert in ilert on the chosen alert source, which then escalates according to the source's escalation policy (or a policy or responders you specify).
- Add maintenance window
Creates a maintenance window in ilert that suppresses alerts for the chosen alert sources and services between a start and end time.
- Create Incident
Creates a new incident in ilert, optionally marking affected services and adding responders. Depending on the affected services, subscribers may be notified.
- Find User on Call
Finds the user currently on call for an on-call schedule, along with the start and end of their current shift. Returns found=false when nobody is on call.
- Get alert
Returns a single ilert alert by its id, including its summary, status, priority, alert source, escalation policy and responders.
- Get incident
Returns a single ilert incident by its id, including its status, severity, affected services and responders.
- Get maintenance window
Fetches a maintenance window by ID. An error occurs if the maintenance window is not found.
- List Alert Sources
Returns all alert sources in your ilert account, including each source's integration type, integration key, status and escalation policy.
- List incidents
Returns the incidents in your ilert account, optionally filtered by status, affected service, severity and declaration date.
- List users
Returns the users in your ilert account, with their name, email, role and contact settings.
- Resolve Incident
Resolves an ilert alert (formerly called an incident), closing it and stopping further escalation.
- 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 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 Communication
Updates Sage CRM communication record.
- Update Company
Updates Sage CRM company record.
- Update Lead
Updates Sage CRM lead record.
- Update Opportunity
Updates 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
Reviews
What our customers say
More from ilert
ilert to PremblyPrembly secures digital transactions in emerging markets with AI-powered identity verification and fraud...
ilert to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ilert to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ilert to MailchimpMailchimp marketing automation and email platform.
ilert to StripeStripe is a payment processing platform for online businesses.
ilert to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Sage CRM
HubSpot to Sage CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Sage CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Sage CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Sage CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Sage CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
ilert and Sage CRM, answered
What can start an automation from ilert?
Any of ilert's 1 trigger in the catalog, including New or Updated Incident. 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 ilert?
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 ilert?
Yes. When something happens in Sage CRM, your agent can act in ilert too. This page covers both directions: Sage CRM's triggers and ilert's actions are listed here as well.
Do I have to build a connector for ilert 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 ilert 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.