Integration
Connect Membrain and Sage CRM
When Account Growth Project Created fires in Membrain, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Create Completed Task in Membrain. 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 Membrain 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 Membrain and Sage CRM can do together
From Membrain to Sage CRM
When Account Growth Project Created in Membrain
then Create Lead in Sage CRM
From Sage CRM to Membrain
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 Membrain and Sage CRM
Triggers and actions 27 triggers · 57 actions
- Account Growth Project Archived
Triggers when a Account Growth Project reaches status Archived.
- Account Growth Project Created
Triggers when a new Account Growth Project is created.
- Account Growth Project Moved to Stage
Triggers when a Account Growth Project moves to a different stage of its process.
- Account Growth Project Won
Triggers when a Account Growth Project reaches status Won.
- Activity Created
Triggers when a new Activity (email, call, note, appointment or task) is created in Membrain.
- Company Created
Triggers when a new Company is created.
- Contact Created
Triggers when a new Contact is created.
- Flow Archived
Triggers when a Flow reaches status Archived.
- Flow Created
Triggers when a new Flow is created.
- Flow Moved to Stage
Triggers when a Flow moves to a different stage of its process.
- Flow Won
Triggers when a Flow reaches status Won.
- Prospect Created
Triggers when a new Prospect is created.
- Prospect Disqualified
Triggers when a Prospect reaches status Disqualified.
- Prospect Won
Triggers when a Prospect reaches status Qualified.
- Sales Project Archived
Triggers when a Sales Project reaches status Archived.
- Sales Project Created
Triggers when a new Sales Project is created.
- Sales Project Moved to Stage
Triggers when a Sales Project moves to a different stage of its process.
- Sales Project Won
Triggers when a Sales Project reaches status Won.
- Ticket Archived
Triggers when a Ticket reaches status Archived.
- Ticket Created
Triggers when a new Ticket is created.
- Ticket Moved to Stage
Triggers when a Ticket moves to a different stage of its process.
- Ticket Resolved
Triggers when a Ticket reaches status Resolved.
- Create Appointment
Creates an Appointment in Membrain.
- Create Call
Logs a Call in Membrain.
- Create Completed Task
Creates a Task in Membrain and marks it completed, so it shows as done in the activity stream.
- Create Note
Creates a Note in Membrain.
- Create Task
Creates a Task in Membrain.
- Find Account Growth Project by Key
Finds the first Account Growth Project matching the given value; returns found=false when there is none.
- Find Account Growth Project by Name
Finds the first Account Growth Project matching the given value; returns found=false when there is none.
- Find Company by External Identifier
Finds the first Company matching the given value; returns found=false when there is none.
- Find Company by Id
Returns one Company by its Id.
- Find Company by Name
Finds the first Company matching the given value; returns found=false when there is none.
- Find Contact by Company Name and Name
Finds the first Contact with the given full name.
- Find Contact by Id
Returns one Contact by its Id.
- Find Contact by Primary Email Address
Finds the first Contact matching the given value; returns found=false when there is none.
- Find Flow by Key
Finds the first Flow matching the given value; returns found=false when there is none.
- Find Flow by Name
Finds the first Flow matching the given value; returns found=false when there is none.
- Find Prospect by Id
Returns one Prospect by its Id.
- Find Prospect by Key
Finds the first Prospect matching the given value; returns found=false when there is none.
- Find Prospect by Name
Finds the first Prospect matching the given value; returns found=false when there is none.
- Find Sales Project by Key
Finds the first Sales Project matching the given value; returns found=false when there is none.
- Find Sales Project by Name
Finds the first Sales Project matching the given value; returns found=false when there is none.
- Find Ticket by Key
Finds the first Ticket matching the given value; returns found=false when there is none.
- Find Ticket by Name
Finds the first Ticket matching the given value; returns found=false when there is none.
- 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
Membrain and Sage CRM, answered
What can start an automation from Membrain?
Any of Membrain's 22 triggers in the catalog, including Account Growth Project Created, Account Growth Project Moved to Stage, Activity Created and Company Created. 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 Membrain?
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 Membrain?
Yes. When something happens in Sage CRM, your agent can act in Membrain too. This page covers both directions: Sage CRM's triggers and Membrain's actions are listed here as well.
Do I have to build a connector for Membrain 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 Membrain 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.