Integration
Connect Plug&Pay and Sage CRM
When New Order fires in Plug&Pay, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Add Order Comment in Plug&Pay. 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 Plug&Pay 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 Plug&Pay and Sage CRM can do together
From Plug&Pay to Sage CRM
When New Order in Plug&Pay
then Create Lead in Sage CRM
From Sage CRM to Plug&Pay
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 Plug&Pay and Sage CRM
Triggers and actions 8 triggers · 69 actions
- New Order
Triggers when a new order is placed in your Plug&Pay account.
- New Product
Triggers when a new product is added to your Plug&Pay account.
- New Subscription
Triggers when a new subscription or installment plan starts in your Plug&Pay account.
- Add Order Comment
Adds an internal note to an order. Buyers do not see it.
- Add Subscription Comment
Adds an internal note to a subscription. Subscribers do not see it.
- Cancel Subscription
Cancels a subscription, optionally from a later date and with a reason.
- Clone Checkout
Makes a copy of a checkout page and returns the new checkout's ID.
- Clone Product
Makes a copy of an existing product and returns the new product's ID.
- Create Checkout
Creates a checkout page that sells one of your products and returns its ID.
- Create Order
Creates an order with its products, buyer details and payment method in your Plug&Pay account and returns the order ID.
- Create Product Price
Adds a price to a product in your Plug&Pay account and returns the price ID.
- Create Promotion
Creates a discount promotion with a promotion code in your Plug&Pay account and returns its ID.
- Create Subscription
Creates a subscription for a buyer on a subscription product in your Plug&Pay account and returns its ID.
- Delete Checkout
Deletes a checkout page from your Plug&Pay account.
- Delete Order
Deletes an order from your Plug&Pay account.
- Delete Product
Deletes a product from your Plug&Pay account.
- Delete Product Price
Removes a price from a product in your Plug&Pay account.
- Delete Promotion
Deletes a promotion from your Plug&Pay account.
- Delete Subscription
Deletes a subscription from your Plug&Pay account.
- Extend Subscription
Moves a subscription's next billing date later, extending the current period.
- Find Checkouts
Searches the checkout pages in your Plug&Pay account by name, product or status.
- Find Orders
Searches the orders in your Plug&Pay account by buyer email, invoice number, payment status, product, date range and other filters.
- Find Products
Searches the products in your Plug&Pay account by title, SKU, type, group and other filters.
- Find Promotions
Searches the promotions in your Plug&Pay account by name or product.
- Find Subscriptions
Searches the subscriptions in your Plug&Pay account by subscriber, status, product, billing dates and other filters.
- Get Checkout
Returns a checkout page from your Plug&Pay account by its ID.
- Get Order
Returns an order from your Plug&Pay account by its ID, optionally with its items, billing details and more.
- Get Order Payment
Returns the payment of an order: its status, method, provider and amounts.
- Get Product
Returns a product from your Plug&Pay account by its ID.
- Get Product Price
Returns one price of a product in your Plug&Pay account.
- Get Promotion
Returns a promotion from your Plug&Pay account by its ID.
- Get Subscription
Returns a subscription from your Plug&Pay account by its ID.
- List Order Comments
Returns the internal notes on an order.
- List Product Prices
Returns all prices of a product. When a checkout has its own pricing, that pricing takes precedence.
- Refund Order
Refunds an order and creates its credit order. The order must have an invoice number and must not already be refunded.
- Resume Subscription
Resumes a cancelled subscription so it renews again.
- Update Checkout
Changes a checkout's name, product, status, confirmation page or pay-what-you-want settings. Fields left blank are not changed.
- Update Order
Changes an order's buyer details, tags, dunning status or visibility in your Plug&Pay account. Fields left blank are not changed.
- Update Order Payment Status
Sets the payment status of an order, for example to mark it as paid.
- Update Product Price
Changes a price on a product in your Plug&Pay account. Fields left blank are not changed.
- Update Promotion
Changes a promotion in your Plug&Pay account. Fields left blank are not changed.
- Update Subscription
Changes a subscription's subscriber details, price, billing schedule or labels. Fields left blank are not 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
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Questions
Plug&Pay and Sage CRM, answered
What can start an automation from Plug&Pay?
Any of Plug&Pay's 3 triggers in the catalog, including New Order, New Product and New Subscription. 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 Plug&Pay?
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 Plug&Pay?
Yes. When something happens in Sage CRM, your agent can act in Plug&Pay too. This page covers both directions: Sage CRM's triggers and Plug&Pay's actions are listed here as well.
Do I have to build a connector for Plug&Pay 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 Plug&Pay 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.