Integration
Connect Sage Sales Management to Support Board
When Account Updated fires in Sage Sales Management, your agent runs Send Message in Support Board. 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 Sales Management and Support Board 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)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 Support Board
When Account Updated in Sage Sales Management
then Send Message in Support Board
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 Support Board
Triggers and actions 12 triggers · 69 actions
- Account Updated
Fires when an existing account (company) is updated in Sage Sales Management.
- Activity Updated
Triggers when an activity is updated.
- Calendar Item Updated
Fires when an existing calendar item (appointment or task) is updated in Sage Sales Management.
- 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.
- New Account
Triggers when a new account is created.
- New Activity
Triggers when a new activity is created.
- New Calendar Item
Triggers when a new calendar item is created.
- New Contact
Triggers when a new contact is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Sales Order
Triggers when a new sales order is created.
- Opportunity Updated
Triggers when an opportunity is updated.
- Sales Order Updated
Triggers when a sales order is updated.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Get User
Returns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status.
- List Accounts
List accounts stored in Sage Sales Management, most recently updated first.
- List Branches
Returns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Add Conversation
Creates a new conversation.
- Add Note
Adds a new note to a conversation.
- Add User
Create a new user in Support Board.
- Delete Message
Deletes an existing message.
- Delete Note
Deletes a note from a conversation.
- Delete User
Deletes a user and all linked conversations and messages.
- Delete Users
Deletes multiple users and all linked conversations and messages.
- Direct Message
Sends a direct chat message.
- Get Agents in Conversation
Returns an array with all the agents with at least one message in the conversation.
- Get Conversation
Returns a conversation and the messages of the conversation.
- Get Conversations
Returns all the conversations. Each conversation includes the last message of the conversation.
- Get External Setting
Returns an external setting. External settings are saved on a dedicated database row.
- Get Last Agent in Conversation
Returns the last agent who answered a conversation.
- Get Last Message
Returns the last message in a conversation.
- Get Multi Setting
Returns a subsetting of another setting.
- Get New Conversations
Returns the conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation.
- Get New Messages
Returns the messages of a conversation created after the given date/ID.
- Get New User Conversations
Returns the user conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation.
- Get Notes
Returns the internal notes of a conversation.
- Get Setting
Returns a setting saved in the Settings area.
- Get Settings
Returns an array with all the settings.
- Get User
Returns one user's details (name, email, type, extra details) by user ID via api.php function=get-user; returns false when the user does not exist.
- Get User Conversations
Returns the conversations of a user. Each conversation includes the last message of the conversation.
- Google Translate
Translates multiple strings via Google Translate.
- Login
Logins a user or agent. A user can log in in two ways: via email and password, or via user ID and token. The last value of the response is the encrypted login data ready to be stored in the sb-login cookie. Use the function SBF.loginCookie(response[1]); to store it. Returns false if login is unsuccessful.
- Push Notification
Sends a Push notification to an agent, a group of agents, or all agents. Push notifications must be enabled in the settings area.
- Search Conversations
Returns the conversations matching the search.
- Search User Conversations
Returns the conversations of the given user ID that matches the search terms.
- Send Message
Adds a new message to an existing conversation.
- Telegram Send Message
Sends a message to Telegram.
- Update Conversation Agent
Assigns or update the agent assigned to a conversation.
- Update Conversation Department
Updates the department of a conversation.
- Update Conversation Status
Updates the status code of a conversation.
- Update Message
Updates an existing message.
- Update User
Updates the details of an existing user.
- WhatsApp Send Message
Sends a message to a WhatsApp 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 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 Support Board
HubSpot to Support BoardHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Support BoardGoogle Sheets
Gmail to Support BoardGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Support BoardGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Sage Sales Management and Support Board, 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 Support Board when something happens in Sage Sales Management?
Any of Support Board's 36 actions, including Send Message, Update Conversation Agent, Update Conversation Department and Update Conversation Status. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Support Board to Sage Sales Management?
Support Board has no triggers in the catalog today, so automations start in Sage Sales Management. If you need the other direction, ask: your agent reads Support Board's API documentation and adds it.
Do I have to build a connector for Sage Sales Management or Support Board?
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 Support Board 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.