--- title: "Connect Sage Sales Management to Optimizely - APIANT.ai" description: "When \"Account Updated\" fires in Sage Sales Management, your agent runs \"Add page\" in Optimizely." canonical: "https://apiant.ai/connect/sage-sales-management-to-optimizely" --- # Connect Sage Sales Management to Optimizely When **Account Updated** fires in [Sage Sales Management](https://apiant.ai/connections/sage-sales-management), your agent runs **Add page** in [Optimizely](https://apiant.ai/connections/optimizely). Describe the whole flow and it is built, tested on every scenario and kept running. Sage Sales Management **12** triggers Sage Sales Management **33** actions Optimizely **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Sage Sales Management and Optimizely to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Sage Sales Management can start in Optimizely - When **Account Updated** in Sage Sales Management then **Add page** in Optimizely - When **Activity Updated** in Sage Sales Management then **Add project** in Optimizely 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 Optimizely ## Triggers and actions 12 triggers · 59 actions - Trigger **Account Updated** Fires when an existing account (company) is updated in Sage Sales Management. - Trigger **Activity Updated** Triggers when an activity is updated. - Trigger **Calendar Item Updated** Fires when an existing calendar item (appointment or task) is updated in Sage Sales Management. - Trigger **Contact Updated** Triggers 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 Account** Triggers when a new account is created. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Calendar Item** Triggers when a new calendar item is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Opportunity** Triggers when a new opportunity is created. - Trigger **New Sales Order** Triggers when a new sales order is created. - Trigger **Opportunity Updated** Triggers when an opportunity is updated. - Trigger **Sales Order Updated** Triggers when a sales order is updated. - Action **Create Account** Creates 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 Activity** Logs 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 Item** Creates 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 Contact** Creates 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 Entity** Creates 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 Opportunity** Creates 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 Account** Finds 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 Contact** Finds 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 Order** Creates 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 Account** Returns 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 Field** Returns 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 ID** Returns the account in Sage Sales Management carrying the external ID you give — the ID your own system uses for that company. - Action **Find Contact** Returns 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 Field** Returns 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 ID** Returns the contact in Sage Sales Management carrying the external ID you give — the ID your own system uses for that person. - Action **Find Entity** Searches 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 Opportunity** Returns 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 Field** Returns 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 ID** Returns the opportunity in Sage Sales Management carrying the external ID you give — the ID your own system uses for that deal. - Action **Get User** Returns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status. - Action **List Accounts** List accounts stored in Sage Sales Management, most recently updated first. - Action **List Branches** Returns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need. - Action **List Countries** Returns 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 Currencies** Returns 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 Timezones** Returns 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 Users** Returns 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 Account** Updates 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 Activity** Updates 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 Item** Updates 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 Contact** Updates 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 Entity** Updates 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 Opportunity** Updates 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 Order** Updates 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 attribute** Creates a new attribute in an Optimizely project, which can be used to target audiences. - Action **Add audience** Adds a new audience to an Optimizely project and returns the id of the audience that was created. - Action **Add campaign** Creates a new personalization campaign in an Optimizely project and returns its id. - Action **Add experiment** Creates a new experiment in an Optimizely project and returns its id. - Action **Add feature** Creates a new feature flag in an Optimizely project. Works only with legacy Full Stack projects, and returns the id of the new feature. - Action **Add page** Creates a new page in an Optimizely project, defining the URL where experiments and campaigns can run and when it activates. Returns the created page. - Action **Add project** Creates a new Optimizely project in your account and returns the created project. - Action **Delete experiment** Archives an Optimizely experiment by its ID. Optimizely keeps archived experiments rather than permanently removing them. - Action **Get audience** Returns a single Optimizely audience by its ID, including its name, targeting conditions and status. An error occurs if the audience is not found. - Action **Get campaign** Returns a single Optimizely campaign by its ID, including its status, metrics, targeting and custom field values. - Action **Get experiment** Returns a single experiment by its ID, including its status, variations, metrics and targeting. Fails if the experiment is not found. - Action **Get experiment results** Returns the results of an Optimizely experiment, including metric performance per variation, reach and statistical significance, optionally limited to a time range or visitor segment. - Action **Get feature** Returns a single feature by its ID, including its variables and its rollout rules in each environment. Works only with legacy Full Stack projects. - Action **Get project** Returns all the properties of a single Optimizely project, including its platform, status and web snippet settings. - Action **List attributes** Returns all attributes in an Optimizely project, including their keys, names and archived status. - Action **List audiences** Returns the audiences in an Optimizely project, optionally filtered by archived or journey status. - Action **List campaigns** Returns all campaigns in an Optimizely project, optionally narrowed by journey or archived status. - Action **List environments** Returns all of the environments that have been created in an Optimizely project. - Action **List events** Returns all events in an Optimizely project, including pageview events and, optionally, classic goals. - Action **List experiments** Returns all experiments in an Optimizely project or campaign. - Action **List features** Returns all features created in an Optimizely project, including their variables and per-environment rollout rules. - Action **List pages** Returns the pages defined in an Optimizely project, optionally including single-use pages generated for campaign URL targeting. - Action **List projects** Returns all the projects in your Optimizely account, with their settings and status. - Action **Update campaign** Updates an existing Optimizely campaign's details, targeting and metrics, and can publish, start, pause, resume or unarchive it. Returns the updated campaign. - Action **Update experiment** Updates an Optimizely experiment's settings, such as its name, audiences, metrics, variations and schedule, and can optionally publish, start, pause, resume or unarchive it. Returns the updated experiment. - Action **Update feature** Updates an existing feature's name, key, description, variables, environment rollout rules or archived state, and returns the updated feature. ## Each app on its own - [ **Sage Sales Management** Sage Sales Management is a mobile CRM that allows you to measure, analyse and improve your sales team’s...](https://apiant.ai/connections/sage-sales-management) - [ **Optimizely** The Optimizely platform technology provides A/B testing tools, in which two versions of a web page can be...](https://apiant.ai/connections/optimizely) Reviews ## What our customers say ## More from Sage Sales Management - [ **Sage Sales Management to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/sage-sales-management-to-salesforce) - [ **Sage Sales Management to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sage-sales-management-to-slack) - [ **Sage Sales Management to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sage-sales-management-to-stripe) - [ **Sage Sales Management to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/sage-sales-management-to-shopify) - [ **Sage Sales Management to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sage-sales-management-to-trello) - [ **Sage Sales Management to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sage-sales-management-to-zoom) ## More into Optimizely - [ **HubSpot to Optimizely** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-optimizely) - [ **Salesforce to Optimizely** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-optimizely) - [ **Slack to Optimizely** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-optimizely) - [ **Google Sheets to Optimizely** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-optimizely) - [ **Gmail to Optimizely** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-optimizely) - [ **Google Calendar to Optimizely** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-optimizely) Questions ## Sage Sales Management and Optimizely, 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 Optimizely when something happens in Sage Sales Management? Any of Optimizely's 26 actions, including Update campaign, Update experiment, Update feature and Add attribute. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Optimizely to Sage Sales Management? Optimizely has no triggers in the catalog today, so automations start in Sage Sales Management. If you need the other direction, ask: your agent reads Optimizely's API documentation and adds it. ### ### Do I have to build a connector for Sage Sales Management or Optimizely? 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 Sales Management and Optimizely 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.