Integration
Connect Sage Sales Management to mailfloss
When something happens in Sage Sales Management, your agent does the next thing in mailfloss. Describe it 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 Sales Management and mailfloss to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Sales Management can start in mailfloss
When Account Updated in Sage Sales Management
then Get account details in mailfloss
When Activity Updated in Sage Sales Management
then Add batch of emails for verification in mailfloss
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 Sales Management and mailfloss
Triggers and actions 12 triggers · 42 actions
Trigger
Account UpdatedFires when an existing account (company) is updated in Sage Sales Management.
Trigger
Activity UpdatedTriggers when an activity is updated.
Trigger
Calendar Item UpdatedFires when an existing calendar item (appointment or task) is updated in Sage Sales Management.
Trigger
Contact UpdatedTriggers when a contact is created or updated in Sage Sales Management. Returns the contact's name, email and phone details, linked account, sales rep, address and update timestamps.
Trigger
New AccountTriggers when a new account is created.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New Calendar ItemTriggers when a new calendar item is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New Sales OrderTriggers when a new sales order is created.
Trigger
Opportunity UpdatedTriggers when an opportunity is updated.
Trigger
Sales Order UpdatedTriggers when a sales order is updated.
Action
Create AccountCreates a new account (company) in Sage Sales Management with its contact details, address, owner and classification IDs. Returns the new account's ID.
Action
Create ActivityLogs a new activity (a call, visit or note) against an account in Sage Sales Management, optionally tied to an opportunity and a sales rep. Returns the new activity's ID.
Action
Create Calendar ItemCreates a calendar appointment or task in Sage Sales Management, optionally linked to an account, contact and sales rep. Returns the new calendar entry's ID.
Action
Create ContactCreates a new contact person in Sage Sales Management, optionally linked to an account and a sales rep. Returns the new contact's ID.
Action
Create EntityCreates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of that type's own fields. Returns the new record's ID.
Action
Create OpportunityCreates a new sales opportunity against an account in Sage Sales Management, with its value, currency, win probability, status and owner. Returns the new opportunity's ID.
Action
Create or Update AccountFinds an account by its exact company name in Sage Sales Management and updates it, or creates a new account when no match is found. Returns the account's ID and which of the two happened.
Action
Create or Update ContactFinds a contact by email address in Sage Sales Management and updates it, or creates a new contact when no match is found. Returns the contact's ID and which of the two happened.
Action
Create Sales OrderCreates a sales order header for an account in Sage Sales Management, with its reference, total, currency, status, discounts and owner. Returns the new order's ID; order lines are added separately.
Action
Find AccountReturns the accounts in Sage Sales Management whose company name exactly matches the one you give, with the first match surfaced on its own for easy mapping.
Action
Find Account by Any FieldReturns the accounts in Sage Sales Management where the field you name equals the value you give, so you can look an account up by email, phone, VAT number, external ID or any other stored field.
Action
Find Account by External IDReturns the account in Sage Sales Management carrying the external ID you give — the ID your own system uses for that company.
Action
Find ContactReturns the contacts in Sage Sales Management whose email address exactly matches the one you give, with the first match surfaced on its own for easy mapping.
Action
Find Contact by Any FieldReturns the contacts in Sage Sales Management where the field you name equals the value you give, so you can look a contact up by phone, last name, account, external ID or any other stored field.
Action
Find Contact by External IDReturns the contact in Sage Sales Management carrying the external ID you give — the ID your own system uses for that person.
Action
Find EntitySearches any Sage Sales Management record type — accounts, contacts, opportunities, sales orders, activities and so on — for records where the field you name equals the value you give.
Action
Find OpportunityReturns the opportunities in Sage Sales Management whose reference exactly matches the one you give, with the first match surfaced on its own for easy mapping.
Action
Find Opportunity by Any FieldReturns the opportunities in Sage Sales Management where the field you name equals the value you give, so you can look one up by account, status, owner, external ID or any other stored field.
Action
Find Opportunity by External IDReturns the opportunity in Sage Sales Management carrying the external ID you give — the ID your own system uses for that deal.
Action
Get UserReturns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status.
Action
List AccountsList accounts stored in Sage Sales Management, most recently updated first.
Action
List BranchesReturns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need.
Action
List CountriesReturns every country Sage Sales Management knows about with its ID and ISO codes, so you can supply the country ID accounts and contacts expect.
Action
List CurrenciesReturns every currency configured in Sage Sales Management with its ID, ISO code and symbol, so you can supply the currency ID opportunities and orders expect.
Action
List TimezonesReturns every time zone Sage Sales Management supports with its ID and IANA name, so you can supply the time zone ID branches expect.
Action
List UsersReturns the users (sales reps) in Sage Sales Management with their names, emails and IDs, so you can pick the sales-rep ID other operations need.
Action
Update AccountUpdates an existing account in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update ActivityUpdates an existing activity in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update Calendar ItemUpdates an existing calendar appointment or task in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update ContactUpdates an existing contact in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.
Action
Update EntityUpdates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of the fields you want changed. Fields you leave out keep their current values.
Action
Update OpportunityUpdates an existing opportunity in Sage Sales Management. Only the fields you supply are changed; anything left blank is left as it is on the record.
Action
Update Sales OrderUpdates an existing sales order in Sage Sales Management. Only the fields you supply are changed; anything left blank stays as it is on the order.
Action
Add batch of emails for verificationSubmits a batch of email addresses to mailfloss for asynchronous verification and returns the job id.
Action
Add data erasure requestSubmits a GDPR/CCPA-style erasure request that permanently deletes the given email addresses from your mailfloss account.
Action
Add EmailSubmits an email address to mailfloss for verification and returns the deliverability verdict.
Action
Cancel batch verification jobCancels a running mailfloss batch verification job. Credits already consumed before the cancellation are not refunded.
Action
Get account detailsReturns the details of the mailfloss account this connection belongs to.
Action
Get batch verification resultsRetrieve the verification results of a finished mailfloss batch verification job.
Action
Get batch verification statusReads the current progress of a mailfloss batch verification job: its state plus the running counts of imported, processed, passed and failed addresses. An error occurs if the job is not found.
Action
Get verification jobFetches a verification job by ID, including its status and verdict counts. An error occurs if the job is not found.
Action
List verification jobsReturns all verification jobs on the account, optionally filtered by source or status.
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 Sales Management
Sage Sales Management to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Sage Sales Management to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Sage Sales Management to StripeStripe is a payment processing platform for online businesses.
Sage Sales Management to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Sage Sales Management to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Sage Sales Management to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into mailfloss
HubSpot to mailflossHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to mailflossSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to mailflossSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to mailflossGoogle Sheets
Gmail to mailflossGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to mailflossGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Sage Sales Management and mailfloss, answered
What can start an automation from Sage Sales Management?
Any of Sage Sales Management's 12 triggers in the catalog, including Account Updated, Activity Updated, Calendar Item Updated and Contact Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in mailfloss when something happens in Sage Sales Management?
Any of mailfloss's 9 actions, including Add batch of emails for verification, Add data erasure request, Add Email and Get account details. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from mailfloss to Sage Sales Management?
mailfloss has no triggers in the catalog today, so automations start in Sage Sales Management. If you need the other direction, ask: your agent reads mailfloss's API documentation and adds it.
Do I have to build a connector for Sage Sales Management or mailfloss?
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.
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.