Integration
Connect Reply and Sage CRM
When New Email Opened fires in Reply, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Add contact list in Reply. 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 Reply 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 Reply and Sage CRM can do together
From Reply to Sage CRM
When New Email Opened in Reply
then Create Lead in Sage CRM
From Sage CRM to Reply
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 Reply and Sage CRM
Triggers and actions 12 triggers · 46 actions
- Inbox Category Set for Reply
Triggers when an email reply in Reply is given an inbox category, automatically or by a user.
- New Email Opened
Triggers when a contact opens a tracked email sent from Reply.
- New Emails Sent
Triggers when Reply sends an email from a sequence step.
- New Link Clicked
Triggers when a recipient clicks a tracked link in an email sent from Reply.
- New Person Bounce
Triggers when an email sent from Reply bounces or is rejected by the recipient's mail server.
- New Person Opt Out
Triggers when a contact opts out of outreach in Reply (unsubscribe link, manual opt-out, or marked Do Not Contact).
- Prospect Finished
Triggers when a contact's participation in a Reply sequence ends — completed, replied, bounced, opted out, or finished manually.
- Add contact list
Creates a new contact list in Reply, optionally shared with your team.
- Add note to contact
Adds a note to a contact's timeline in Reply.
- Add sequence
Creates a new sequence in Reply with its steps, schedule, sending accounts and settings.
- Create\Update Person
Creates a Reply contact, or updates the existing contact with the same email address.
- Delete contact
Deletes a contact from your Reply account.
- Find contacts by criteria
Returns the contacts that match a search term and/or field rules, optionally scoped to a contact list, sequence or sequence step.
- Get contact
Returns one Reply contact by its id, including profile details, owner, opt-out, call and meeting status, stage and custom fields.
- Get sequence
Returns one sequence in full: name, status, owner, schedule, settings, connected email and LinkedIn accounts, and its steps.
- List contact lists
Returns the contact lists you own plus those shared with your team, optionally filtered by name.
- List contacts
Returns your Reply contacts, optionally narrowed to one email address or LinkedIn profile URL.
- List inbox categories
Returns the inbox categories you can file conversations under.
- List Sequence Contacts
Returns the contacts enrolled in a sequence, with each contact's status, current step, added date, opt-out and call status.
- List sequences
Returns the sequences in your Reply account, optionally filtered by status, owner, folder, archive state or name.
- Mark as Finished
Marks one or more contacts as finished in every sequence they are in, so they receive no further sequence steps.
- Remove Person From Campaign
Removes a contact from a sequence so they stop progressing through it. The contact and their history stay in your Reply account.
- Send Test Webhook Event
Sends a test event from an existing Reply webhook subscription to its configured URL.
- 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
Reply and Sage CRM, answered
What can start an automation from Reply?
Any of Reply's 7 triggers in the catalog, including New Email Opened, New Emails Sent, New Link Clicked and New Person Bounce. 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 Reply?
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 Reply?
Yes. When something happens in Sage CRM, your agent can act in Reply too. This page covers both directions: Sage CRM's triggers and Reply's actions are listed here as well.
Do I have to build a connector for Reply 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 Reply 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.