Integration
Connect Request Tracker (RT) and Sage CRM
When Ticket Created fires in Request Tracker (RT), your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Create Ticket in Request Tracker (RT). 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 Request Tracker (RT) 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 Request Tracker (RT) and Sage CRM can do together
From Request Tracker (RT) to Sage CRM
When Ticket Created in Request Tracker (RT)
then Create Lead in Sage CRM
From Sage CRM to Request Tracker (RT)
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 Request Tracker (RT) and Sage CRM
Triggers and actions 8 triggers · 49 actions
- Ticket Correspondence
Triggers when a ticket is replied to (that is, corresponded with).
- Ticket Created
Triggers when a new Request Tracker ticket is created.
- Ticket Status Changed
Triggers when a Request Tracker ticket changes status. Can watch for any status change or only for changes to a specific status.
- Add asset
Create an asset.
- Add user
Create a user.
- Comment on a Ticket
Add an internal comment to a ticket and send to any internal watchers.
- Create Ticket
Create a new ticket in Request Tracker.
- Find Attachment
Locate an attachment by ID.
- Find Ticket
Locate a ticket by ID.
- Find Tickets
Issue a query to find matching tickets.
- Find Transaction
Find a transaction by ID
- Get asset
Retrieves one asset by ID: name, description, status, catalog, owner, held by, contact, custom fields.
- Get queue
Get a queue by id or name.
- Get user
Get a user by id or name.
- List queues
List all queues visible to user.
- List ticket history
List transactions of a ticket.
- Reply to a Ticket
Reply to the requestor and any internal or external watchers of a ticket.
- Update ticket
General ticket update (Owner, Priority, Queue, custom fields).
- Update Ticket Due Date
Update the due date of a ticket.
- Update Ticket Status
Update the status of a ticket.
- Update Ticket Subject
Update the subject of a ticket.
- Update user
Update a user.
- 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
More from Request Tracker (RT)
Request Tracker (RT) to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Request Tracker (RT) to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Request Tracker (RT) to StripeStripe is a payment processing platform for online businesses.
Request Tracker (RT) to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Request Tracker (RT) to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Request Tracker (RT) to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Sage CRM
HubSpot to Sage CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Sage CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Sage CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Sage CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Sage CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Sage CRMMailchimp marketing automation and email platform.
Questions
Request Tracker (RT) and Sage CRM, answered
What can start an automation from Request Tracker (RT)?
Any of Request Tracker (RT)'s 3 triggers in the catalog, including Ticket Created, Ticket Status Changed and Ticket Correspondence. 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 Request Tracker (RT)?
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 Request Tracker (RT)?
Yes. When something happens in Sage CRM, your agent can act in Request Tracker (RT) too. This page covers both directions: Sage CRM's triggers and Request Tracker (RT)'s actions are listed here as well.
Do I have to build a connector for Request Tracker (RT) 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 Request Tracker (RT) 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.