Integration
Connect Sage CRM to Mailsoftly
When New Case fires in Sage CRM, your agent runs Add contact list in Mailsoftly. 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 Sage CRM and Mailsoftly 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 Sage CRM can start in Mailsoftly
When New Case in Sage CRM
then Add contact list in Mailsoftly
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 Sage CRM and Mailsoftly
Triggers and actions 5 triggers · 50 actions
- 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.
- Add contact list
Creates a new, empty contact list in Mailsoftly with the name you give it and returns the new list's id.
- Add contact note
Writes a plain-text note on a Mailsoftly contact, visible to the whole team on the contact record. Optionally backdates the note to when the conversation happened.
- Add Global Unsubscribe
Globally unsubscribes an email address from all email campaigns and newsletters in the account, creating the contact if it does not exist yet.
- Add or update contact
Creates a new contact in Mailsoftly, or updates the existing contact with the same email address (or the given contact ID).
- Add Tag to Contact
Adds a tag to a contact, either an existing tag or one found or created by name.
- Add to Contact List
Adds an existing contact to an existing contact list. If the contact is already on the list, it returns an informational message instead of an error.
- Add to Suppression List
Adds an email address to your Mailsoftly suppression list so no further mail from the account goes to it, creating a contact for the address if none exists.
- Create Contact
Creates a new contact in your Mailsoftly account and returns the saved contact, including its new ID.
- Create Tag
Creates a contact tag in Mailsoftly, or returns the existing tag when one with the same name already exists.
- Delete contact
Permanently deletes a contact from Mailsoftly, along with its list memberships, tags and activity.
- Find contacts
Returns the contacts that exactly match the email address, first name and/or last name you supply.
- Get contact
Returns one contact by its id, with all of its details including address, company, subscription dates and custom fields.
- Get Contact Activity
Returns one contact's activity timeline, newest first: list and subscription events, campaign emails with their opens and clicks, and teammate notes.
- Get Contact Subscriptions
Returns one contact's email subscription state: whether the address is suppressed or globally unsubscribed, and which email types the contact receives.
- List contact lists
Returns all contact lists in your Mailsoftly account with their ids, names and contact counts.
- List Contacts in Contact List
Returns the contacts that belong to one contact list, with when each was added to the list.
- List Tags
Returns every contact tag in the account with its id, name and color.
- Remove contact from contact list
Removes a contact from one of your Mailsoftly contact lists. The contact record and its other list memberships are left untouched.
- Remove Tag to Contact
Removes one or more tags from a Mailsoftly contact, by tag or by tag name. The tags stay defined on the account for other contacts.
- Update Contact
Updates an existing Mailsoftly contact. Only the fields you fill in are changed; everything else on the contact keeps its current value.
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
Sage CRM and Mailsoftly, answered
What can start an automation from Sage CRM?
Any of Sage CRM's 5 triggers in the catalog, including New Case, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Mailsoftly when something happens in Sage CRM?
Any of Mailsoftly's 20 actions, including Create Contact, Create Tag, Update Contact and Add contact list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mailsoftly to Sage CRM?
Mailsoftly has no triggers in the catalog today, so automations start in Sage CRM. If you need the other direction, ask: your agent reads Mailsoftly's API documentation and adds it.
Do I have to build a connector for Sage CRM or Mailsoftly?
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 Sage CRM and Mailsoftly 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.