Integration
Connect Loopy Loyalty and Sage CRM
When Reward Earned fires in Loopy Loyalty, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Send Individual Push Message in Loopy Loyalty. 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 Loopy Loyalty 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 Loopy Loyalty and Sage CRM can do together
From Loopy Loyalty to Sage CRM
When Reward Earned in Loopy Loyalty
then Create Lead in Sage CRM
From Sage CRM to Loopy Loyalty
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 Loopy Loyalty and Sage CRM
Triggers and actions 7 triggers · 44 actions
- Reward Earned
Triggers when a customer earns a reward on their loyalty card.
- Reward Forfeited
Triggers when a reward is forfeited because stamps were deducted from a customer's loyalty card.
- Add campaign
Creates a new loyalty campaign (stamp card design) in Loopy Loyalty and returns its id.
- Add location
Creates a new store location on your Loopy Loyalty account, used for location-based lock-screen messages on customer cards.
- Delete campaign
Permanently deletes a loyalty campaign, invalidating all of its cards and data.
- Delete card
Permanently deletes a customer's loyalty card and its data.
- Enroll Customer
Enrolls a customer in a loyalty card programme and returns their new card ID and the link to install the card.
- Find a Customer
Returns a customer's loyalty card by its card ID, including stamp and reward totals and the customer's details.
- Find a Customer by Unique Id
Finds a customer's loyalty card by their email, phone or other unique value.
- Get campaign
Returns a loyalty campaign's full details, including its rewards, design, locations and enrolment fields.
- Get card
Returns a loyalty card by its ID, including the customer's details, stamp and reward progress, and optionally its rewards and events.
- List campaigns
Returns all loyalty campaigns in the Loopy Loyalty account.
- List locations
Returns all the store locations set up on your Loopy Loyalty account, with their names, addresses and coordinates.
- Send Individual Push Message
Sends a push message to one customer's loyalty card.
- Send Push Messages
Sends a push message to every holder of a campaign's loyalty card.
- Update campaign
Updates an existing loyalty campaign's settings, such as its name, rewards, design, expiry and business details. Only the fields you fill in are changed.
- 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 Loopy Loyalty
Loopy Loyalty to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Loopy Loyalty to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Loopy Loyalty to MailchimpMailchimp marketing automation and email platform.
Loopy Loyalty to StripeStripe is a payment processing platform for online businesses.
Loopy Loyalty to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Loopy Loyalty to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
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
Loopy Loyalty and Sage CRM, answered
What can start an automation from Loopy Loyalty?
Any of Loopy Loyalty's 2 triggers in the catalog, including Reward Earned and Reward Forfeited. 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 Loopy Loyalty?
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 Loopy Loyalty?
Yes. When something happens in Sage CRM, your agent can act in Loopy Loyalty too. This page covers both directions: Sage CRM's triggers and Loopy Loyalty's actions are listed here as well.
Do I have to build a connector for Loopy Loyalty 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 Loopy Loyalty 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.