--- title: "Connect MemberSpace and Sage Sales Management - APIANT.ai" description: "When \"Created Member Profile\" fires in MemberSpace, your agent runs \"Create Contact\" in Sage Sales Management." canonical: "https://apiant.ai/connect/memberspace-to-sage-sales-management" --- # Connect MemberSpace and Sage Sales Management When **Created Member Profile** fires in [MemberSpace](https://apiant.ai/connections/memberspace), your agent runs **Create Contact** in [Sage Sales Management](https://apiant.ai/connections/sage-sales-management), or **Account Updated** in Sage Sales Management to **List member events** in MemberSpace. Describe the whole flow and it is built, tested on every scenario and kept running. MemberSpace **5** triggers MemberSpace **10** actions Sage Sales Management **12** triggers Sage Sales Management **33** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want MemberSpace and Sage Sales Management to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What MemberSpace and Sage Sales Management can do together ### From MemberSpace to Sage Sales Management - When **Created Member Profile** in MemberSpace then **Create Contact** in Sage Sales Management - When **New member event** in MemberSpace then **Create or Update Contact** in Sage Sales Management ### From Sage Sales Management to MemberSpace - When **Account Updated** in Sage Sales Management then **List member events** in MemberSpace - When **Activity Updated** in Sage Sales Management then **Find Member** in MemberSpace 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 MemberSpace and Sage Sales Management ## Triggers and actions 17 triggers · 43 actions - Trigger **Canceled Membership** Triggers when a member cancels a membership plan (sets it to cancel) or a plan is removed from a member. - Trigger **Created Member Profile** Triggers when a new member signs up on your MemberSpace site, returning the member's profile. - Trigger **New member event** Triggers when a new activity event is recorded for a member, such as a log in, plan added, plan upgraded or card updated. - Trigger **New Membership** Triggers when a member is enrolled on a plan in your MemberSpace site, returning the new membership with its plan, status and billing details. - Trigger **Updated Member Profile** Triggers when a member's profile changes — their name, email, status, profile image or custom signup field answers. - Action **Find Member** Returns up to 100 members on your MemberSpace site that match the email, name, status, signup date or custom signup field answer you specify. - Action **Get plan** Returns a single membership plan from your MemberSpace site, including its name, status, type, pricing and expiration settings. - Action **List content views** Returns records of members viewing your Content Library content, optionally filtered by member, content item and view date. - Action **List coupon redemptions** Returns the members who redeemed a coupon, most recent first, with the membership and plan it was applied to. - Action **List coupons** Returns the discount coupons on your MemberSpace site, ordered by id. Optionally narrow the list to coupons with a specific code. - Action **List custom signup fields** Returns the custom signup fields defined on your MemberSpace site, including each field's id. - Action **List member events** Returns activity events recorded for your members, such as logins, plan changes and charges, optionally filtered by member, event type and date range. - Action **List memberships** Returns the memberships on your MemberSpace site, optionally filtered by plan, member, status, and creation, renewal or expiration date. - Action **List plans** Returns the active (non-archived) membership plans on your MemberSpace site, optionally filtered by plan type and status. - Action **List sites** Returns the MemberSpace sites your API key can access, with each site's name, domain, currency, locale and member counts. - Trigger **Account Updated** Fires when an existing account (company) is updated in Sage Sales Management. - Trigger **Activity Updated** Triggers when an activity is updated. - Trigger **Calendar Item Updated** Fires when an existing calendar item (appointment or task) is updated in Sage Sales Management. - Trigger **Contact Updated** Triggers when a contact is created or updated in Sage Sales Management. Returns the contact's name, email and phone details, linked account, sales rep, address and update timestamps. - Trigger **New Account** Triggers when a new account is created. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Calendar Item** Triggers when a new calendar item is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Opportunity** Triggers when a new opportunity is created. - Trigger **New Sales Order** Triggers when a new sales order is created. - Trigger **Opportunity Updated** Triggers when an opportunity is updated. - Trigger **Sales Order Updated** Triggers when a sales order is updated. - Action **Create Account** Creates a new account (company) in Sage Sales Management with its contact details, address, owner and classification IDs. Returns the new account's ID. - Action **Create Activity** Logs a new activity (a call, visit or note) against an account in Sage Sales Management, optionally tied to an opportunity and a sales rep. Returns the new activity's ID. - Action **Create Calendar Item** Creates a calendar appointment or task in Sage Sales Management, optionally linked to an account, contact and sales rep. Returns the new calendar entry's ID. - Action **Create Contact** Creates a new contact person in Sage Sales Management, optionally linked to an account and a sales rep. Returns the new contact's ID. - Action **Create Entity** Creates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of that type's own fields. Returns the new record's ID. - Action **Create Opportunity** Creates a new sales opportunity against an account in Sage Sales Management, with its value, currency, win probability, status and owner. Returns the new opportunity's ID. - Action **Create or Update Account** Finds an account by its exact company name in Sage Sales Management and updates it, or creates a new account when no match is found. Returns the account's ID and which of the two happened. - Action **Create or Update Contact** Finds a contact by email address in Sage Sales Management and updates it, or creates a new contact when no match is found. Returns the contact's ID and which of the two happened. - Action **Create Sales Order** Creates a sales order header for an account in Sage Sales Management, with its reference, total, currency, status, discounts and owner. Returns the new order's ID; order lines are added separately. - Action **Find Account** Returns the accounts in Sage Sales Management whose company name exactly matches the one you give, with the first match surfaced on its own for easy mapping. - Action **Find Account by Any Field** Returns the accounts in Sage Sales Management where the field you name equals the value you give, so you can look an account up by email, phone, VAT number, external ID or any other stored field. - Action **Find Account by External ID** Returns the account in Sage Sales Management carrying the external ID you give — the ID your own system uses for that company. - Action **Find Contact** Returns the contacts in Sage Sales Management whose email address exactly matches the one you give, with the first match surfaced on its own for easy mapping. - Action **Find Contact by Any Field** Returns the contacts in Sage Sales Management where the field you name equals the value you give, so you can look a contact up by phone, last name, account, external ID or any other stored field. - Action **Find Contact by External ID** Returns the contact in Sage Sales Management carrying the external ID you give — the ID your own system uses for that person. - Action **Find Entity** Searches any Sage Sales Management record type — accounts, contacts, opportunities, sales orders, activities and so on — for records where the field you name equals the value you give. - Action **Find Opportunity** Returns the opportunities in Sage Sales Management whose reference exactly matches the one you give, with the first match surfaced on its own for easy mapping. - Action **Find Opportunity by Any Field** Returns the opportunities in Sage Sales Management where the field you name equals the value you give, so you can look one up by account, status, owner, external ID or any other stored field. - Action **Find Opportunity by External ID** Returns the opportunity in Sage Sales Management carrying the external ID you give — the ID your own system uses for that deal. - Action **Get User** Returns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status. - Action **List Accounts** List accounts stored in Sage Sales Management, most recently updated first. - Action **List Branches** Returns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need. - Action **List Countries** Returns every country Sage Sales Management knows about with its ID and ISO codes, so you can supply the country ID accounts and contacts expect. - Action **List Currencies** Returns every currency configured in Sage Sales Management with its ID, ISO code and symbol, so you can supply the currency ID opportunities and orders expect. - Action **List Timezones** Returns every time zone Sage Sales Management supports with its ID and IANA name, so you can supply the time zone ID branches expect. - Action **List Users** Returns the users (sales reps) in Sage Sales Management with their names, emails and IDs, so you can pick the sales-rep ID other operations need. - Action **Update Account** Updates an existing account in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value. - Action **Update Activity** Updates an existing activity in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value. - Action **Update Calendar Item** Updates an existing calendar appointment or task in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value. - Action **Update Contact** Updates an existing contact in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value. - Action **Update Entity** Updates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of the fields you want changed. Fields you leave out keep their current values. - Action **Update Opportunity** Updates an existing opportunity in Sage Sales Management. Only the fields you supply are changed; anything left blank is left as it is on the record. - Action **Update Sales Order** Updates an existing sales order in Sage Sales Management. Only the fields you supply are changed; anything left blank stays as it is on the order. ## Each app on its own - [ **MemberSpace** MemberSpace allows you to turn any part of your website into members-only with just a few clicks.](https://apiant.ai/connections/memberspace) - [ **Sage Sales Management** Sage Sales Management is a mobile CRM that allows you to measure, analyse and improve your sales team’s...](https://apiant.ai/connections/sage-sales-management) Reviews ## What our customers say ## More from MemberSpace - [ **MemberSpace to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/memberspace-to-salesforce) - [ **MemberSpace to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/memberspace-to-slack) - [ **MemberSpace to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/memberspace-to-stripe) - [ **MemberSpace to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/memberspace-to-shopify) - [ **MemberSpace to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/memberspace-to-quickbooks-online) - [ **MemberSpace to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/memberspace-to-pipedrive) ## More into Sage Sales Management - [ **HubSpot to Sage Sales Management** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sage-sales-management) - [ **Google Sheets to Sage Sales Management** Google Sheets](https://apiant.ai/connect/google-sheets-to-sage-sales-management) - [ **Gmail to Sage Sales Management** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sage-sales-management) - [ **Google Calendar to Sage Sales Management** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sage-sales-management) - [ **Google Drive to Sage Sales Management** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sage-sales-management) - [ **Mailchimp to Sage Sales Management** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-sage-sales-management) Questions ## MemberSpace and Sage Sales Management, answered ### ### What can start an automation from MemberSpace? Any of MemberSpace's 5 triggers in the catalog, including Created Member Profile, New member event, New Membership and Updated Member Profile. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Sage Sales Management when something happens in MemberSpace? Any of Sage Sales Management's 33 actions, including Create Account, Create Activity, Create Calendar Item and Create Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sage Sales Management to MemberSpace? Yes. When something happens in Sage Sales Management, your agent can act in MemberSpace too. This page covers both directions: Sage Sales Management's triggers and MemberSpace's actions are listed here as well. ### ### Do I have to build a connector for MemberSpace or Sage Sales Management? 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 MemberSpace and Sage Sales Management 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.