Integration
Connect Sage CRM and Zonka Feedback
When New Case fires in Sage CRM, your agent runs Create or Update Contact in Zonka Feedback, or New Survey Response in Zonka Feedback 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 Zonka Feedback 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 Zonka Feedback can do together
From Sage CRM to Zonka Feedback
When New Case in Sage CRM
then Create or Update Contact in Zonka Feedback
From Zonka Feedback 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 Zonka Feedback
Triggers and actions 6 triggers · 51 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 Survey Response
Triggers when a new survey response is received.
- Add Response
Records a new response to a survey, with the contact and answers you supply.
- Create or Update Contact
Creates a contact, or updates the existing contact with the same email, mobile or unique ID.
- Create Survey Link
Creates a personalized survey link for a contact.
- Delete Survey Link
Deletes a personalized survey link.
- Get Contact
Returns one contact by ID.
- Get Response
Returns one survey response with its answers.
- Get Survey
Returns one survey, including its questions.
- Get Survey Link
Returns one personalized survey link by ID.
- List Contacts
Returns contacts in your Zonka Feedback account.
- List Locations
Returns the locations in your Zonka Feedback account.
- List Responses
Returns survey responses, optionally filtered by survey and date range.
- List Surveys
Returns the surveys in your Zonka Feedback account.
- List Users
Returns the users in your Zonka Feedback account.
- List Workspaces
Returns the workspaces in your Zonka Feedback account.
- Send Email Survey
Emails a survey to one recipient.
- Send SMS Survey
Texts a survey link to one mobile number.
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 Sage CRM
Sage CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Sage CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Sage CRM to StripeStripe is a payment processing platform for online businesses.
Sage CRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Sage CRM to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Sage CRM to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Zonka Feedback
HubSpot to Zonka FeedbackHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Zonka FeedbackGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Zonka FeedbackGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Zonka FeedbackGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Sage CRM and Zonka Feedback, 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 Zonka Feedback when something happens in Sage CRM?
Any of Zonka Feedback's 16 actions, including Create or Update Contact, Create Survey Link, Send Email Survey and Send SMS Survey. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zonka Feedback to Sage CRM?
Yes. When something happens in Zonka Feedback, your agent can act in Sage CRM too. This page covers both directions: Zonka Feedback's triggers and Sage CRM's actions are listed here as well.
Do I have to build a connector for Sage CRM or Zonka Feedback?
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 Zonka Feedback 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.