Integration
Connect Sage CRM and TRYTN
When New Case fires in Sage CRM, your agent runs Add payment in TRYTN, or New Merchandise Item in TRYTN to Create Lead in Sage CRM. 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 TRYTN 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 and TRYTN can do together
From Sage CRM to TRYTN
When New Case in Sage CRM
then Add payment in TRYTN
From TRYTN to Sage CRM
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 TRYTN
Triggers and actions 9 triggers · 83 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 Note
Creates Sage CRM note record.
- Create Opportunity
Creates Sage CRM opportunity 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 Case
Updates Sage CRM case record.
- Update Communication
Updates Sage CRM communication record.
- Update Company
Updates Sage CRM company record.
- Update Lead
Updates Sage CRM lead record.
- Update Note
Updates Sage CRM note record.
- Update Opportunity
Updates Sage CRM opportunity record.
- Update Person
Updates Sage CRM person record.
- New Merchandise Item
Triggers when a merchandise item is purchased.
- New Scheduled Item
Triggers when a scheduled item (a booking for a dated activity) is purchased.
- New Transaction
Triggers when a new transaction (payment) is made in your TRYTN business.
- New Unscheduled Item
Triggers when an unscheduled item (an item with no fixed date) is purchased.
- Add add-on
Creates a new add-on for your TRYTN business, or updates the existing add-on with the same ID.
- Add affiliate
Creates a new affiliate in your TRYTN business, or updates the affiliate if one with the same ID already exists.
- Add asset
Creates a new asset (such as equipment or a resource with limited quantity) in your TRYTN business, or updates the asset if one with the same ID already exists.
- Add booking
Creates a new booking for an activity occurrence and timeslot, or updates an existing booking with the same ID.
- Add cart
Creates a new cart in TRYTN, or updates an existing cart with the same ID.
- Add payment
Creates a payment record for an existing TRYTN cart, with buyer details and optional charge amount.
- Add policy
Creates a cancellation policy in your TRYTN business, or updates the policy with the same ID if it already exists.
- Add promotion
Creates a promotion (discount code) for your TRYTN business, or updates it if a promotion with that ID already exists.
- Add tax rate
Creates a tax rate or fee for the business, or updates it if the ID already exists.
- Add voucher campaign
Creates a voucher campaign in TRYTN, or updates it if a campaign with the same ID already exists.
- Check in participant
Checks in participants for a booking on a specific activity occurrence and timeslot.
- Delete Add-On
Deletes a add-on from your TRYTN business.
- Delete Affiliate
Deletes a affiliate from your TRYTN business.
- Delete Asset
Deletes a asset from your TRYTN business.
- Delete Category
Deletes a category from your TRYTN business.
- Delete Policy
Deletes a policy from your TRYTN business.
- Delete Product
Deletes a product from your TRYTN business.
- Delete Promotion
Deletes a promotion from your TRYTN business.
- Delete Question
Deletes a question from your TRYTN business.
- Delete Tax Rate
Deletes a tax rate from your TRYTN business.
- Delete Voucher Campaign
Deletes a voucher campaign from your TRYTN business.
- Find carts
Searches for carts in TRYTN by text, source, item presence or last-updated date range.
- Get Activity Product
Returns one activity product by its ID.
- Get Add-On
Returns one add-on from your TRYTN business by its ID.
- Get Affiliate
Returns one affiliate from your TRYTN business by its ID.
- Get Asset
Returns one asset from your TRYTN business by its ID.
- Get Cart
Returns one shopping cart by its ID.
- Get Category
Returns one category from your TRYTN business by its ID.
- Get Merchandise Product
Returns one merchandise product by its ID.
- Get Payment
Returns one payment (transaction) by its ID.
- Get Policy
Returns one policy from your TRYTN business by its ID.
- Get Promotion
Returns one promotion from your TRYTN business by its ID.
- Get Question
Returns one question from your TRYTN business by its ID.
- Get Tax Rate
Returns one tax rate from your TRYTN business by its ID.
- Get Unscheduled Product
Returns one unscheduled product by its ID.
- Get Voucher Campaign
Returns one voucher campaign from your TRYTN business by its ID.
- List Activity Products
Returns all activity products in your TRYTN business.
- List Add-Ons
Returns all add-ons in your TRYTN business.
- List Affiliates
Returns all affiliates in your TRYTN business.
- List Assets
Returns all assets in your TRYTN business.
- List Categories
Returns all categories in your TRYTN business.
- List Merchandise Products
Returns all merchandise products in your TRYTN business.
- List Policies
Returns all policies in your TRYTN business.
- List Promotions
Returns all promotions in your TRYTN business.
- List Questions
Returns all questions in your TRYTN business.
- List Tax Rates
Returns all tax rates in your TRYTN business.
- List Unscheduled Products
Returns all unscheduled products in your TRYTN business.
- List Voucher Campaigns
Returns all voucher campaigns in your TRYTN business.
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
Sage CRM and TRYTN, 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 TRYTN when something happens in Sage CRM?
Any of TRYTN's 48 actions, including Add add-on, Add affiliate, Add asset and Add booking. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TRYTN to Sage CRM?
Yes. When something happens in TRYTN, your agent can act in Sage CRM too. This page covers both directions: TRYTN's triggers and Sage CRM's actions are listed here as well.
Do I have to build a connector for Sage CRM or TRYTN?
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 TRYTN 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.