Integration
Connect Sage CRM and Vendasta
When New Case fires in Sage CRM, your agent runs Create Contact in Vendasta, or New Company in Vendasta to Create Company 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 Vendasta 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 Vendasta can do together
From Sage CRM to Vendasta
When New Case in Sage CRM
then Create Contact in Vendasta
From Vendasta 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 Vendasta
Triggers and actions 8 triggers · 45 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.
- New Company
Triggers when a new company is added to a Vendasta CRM.
- New Contact
Triggers when a new contact is added to a Vendasta CRM.
- New Opportunity
Triggers when a new opportunity is added to a Vendasta CRM.
- Create Company
Creates a company in a Vendasta CRM and returns its ID.
- Create Contact
Creates a contact in a Vendasta CRM and returns its ID.
- Create Opportunity
Creates a opportunity in a Vendasta CRM and returns its ID.
- Delete Company
Deletes a company from a Vendasta CRM.
- Delete Contact
Deletes a contact from a Vendasta CRM.
- Delete Opportunity
Deletes a opportunity from a Vendasta CRM.
- Get Company
Returns one company from a Vendasta CRM by its ID, with its field values.
- Get Contact
Returns one contact from a Vendasta CRM by its ID, with its field values.
- Get Opportunity
Returns one opportunity from a Vendasta CRM by its ID, with its field values.
- List Companies
Returns companies from a Vendasta CRM, optionally filtered by a search term.
- List Contacts
Returns contacts from a Vendasta CRM, optionally filtered by a search term.
- List Opportunities
Returns opportunities from a Vendasta CRM, optionally filtered by a search term.
- Update Company
Updates the given fields on an existing company in a Vendasta CRM.
- Update Contact
Updates the given fields on an existing contact in a Vendasta CRM.
- Update Opportunity
Updates the given fields on an existing opportunity in a Vendasta CRM.
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 Vendasta, 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 Vendasta when something happens in Sage CRM?
Any of Vendasta's 15 actions, including Create Company, Create Contact, Create Opportunity and Update Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vendasta to Sage CRM?
Yes. When something happens in Vendasta, your agent can act in Sage CRM too. This page covers both directions: Vendasta's triggers and Sage CRM's actions are listed here as well.
Do I have to build a connector for Sage CRM or Vendasta?
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 Vendasta 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.