Integration
Connect Recruiterflow and Sage CRM
When Deal Stage Changed fires in Recruiterflow, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Add contact in Recruiterflow. 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 Recruiterflow 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 Recruiterflow and Sage CRM can do together
From Recruiterflow to Sage CRM
When Deal Stage Changed in Recruiterflow
then Create Lead in Sage CRM
From Sage CRM to Recruiterflow
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 Recruiterflow and Sage CRM
Triggers and actions 11 triggers · 51 actions
- Deal Stage Changed
Triggers when a deal moves to a new pipeline stage in Recruiterflow.
- New Candidate Created
Triggers when a new candidate is added to Recruiterflow.
- New Contact Created
Triggers when a new contact is added in Recruiterflow.
- New Deal Created
Triggers when a new deal is created in Recruiterflow.
- Placement Record Created
Triggers when a new placement record is created in Recruiterflow.
- Placement Record Updated
Triggers when a placement record is created or edited in Recruiterflow.
- Add call
Logs a call in Recruiterflow against candidates, clients, contacts, deals or jobs.
- Add candidate note
Adds a note to a candidate record in Recruiterflow.
- Add candidate to job
Adds a candidate to a job's pipeline, under the Sourced stage by default or as Applied.
- Add contact
Creates a contact in Recruiterflow and returns the new contact's id.
- Add deal
Creates a new deal in Recruiterflow with its amount, stage, owner, linked contacts and custom field values.
- Add job
Creates a new job in Recruiterflow with its title, description, client, location, hiring team and other details.
- Find candidates by criteria
Finds candidates matching a set of search filters (for example last activity, tags or stage), returning the matching candidate records.
- Get candidate
Returns a candidate's full profile, including contact details, jobs, files, notes and custom fields.
- Get client
Returns a client company's full details, including contacts, open and closed jobs, notes and custom fields.
- Get contact
Returns a contact's full record, including company, notes and custom fields.
- Get deal
Returns the details of a single Recruiterflow deal, including its pipeline stage, owner, client company, amount and custom fields.
- List candidates
Returns all candidates in the Recruiterflow account, optionally with their files and notes.
- List contacts
Returns the contacts in your Recruiterflow account with their details and custom fields.
- List jobs
Returns the jobs in your Recruiterflow account, optionally only open ones, with their details and custom fields.
- List users
Returns all users in the Recruiterflow account, with their names, emails and roles.
- Update candidate
Updates an existing candidate in Recruiterflow. Any field you fill in replaces that field's current value; fields left blank are not changed.
- Update candidate stage
Moves a candidate to a stage in a job's pipeline in Recruiterflow.
- Update client
Updates an existing client company in Recruiterflow, including its details, location, tags and custom fields.
- Update contact
Updates an existing contact in Recruiterflow. Only the fields you fill in are changed; a filled-in field replaces its existing value.
- Update deal
Updates an existing Recruiterflow deal's name, amount, stage, dates, owner, linked contacts and custom fields.
- Update job
Updates an existing job in Recruiterflow, such as its title, status, openings, salary range, locations, hiring team or custom fields.
- 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
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Questions
Recruiterflow and Sage CRM, answered
What can start an automation from Recruiterflow?
Any of Recruiterflow's 6 triggers in the catalog, including Deal Stage Changed, New Candidate Created, New Contact Created and New Deal 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 Recruiterflow?
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 Recruiterflow?
Yes. When something happens in Sage CRM, your agent can act in Recruiterflow too. This page covers both directions: Sage CRM's triggers and Recruiterflow's actions are listed here as well.
Do I have to build a connector for Recruiterflow 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 Recruiterflow 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.