--- title: "Connect Sage Sales Management to Thinkific - APIANT.ai" description: "When \"Account Updated\" fires in Sage Sales Management, your agent runs \"Update user\" in Thinkific." canonical: "https://apiant.ai/connect/sage-sales-management-to-thinkific" --- # Connect Sage Sales Management to Thinkific When **Account Updated** fires in [Sage Sales Management](https://apiant.ai/connections/sage-sales-management), your agent runs **Update user** in [Thinkific](https://apiant.ai/connections/thinkific). 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 Thinkific **15** 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 Thinkific 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 Thinkific - When **Account Updated** in Sage Sales Management then **Update user** in Thinkific - When **Activity Updated** in Sage Sales Management then **Enroll User** in Thinkific 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 Thinkific ## Triggers and actions 12 triggers · 48 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 coupon** Creates a coupon code under an existing promotion on your Thinkific site, optionally limiting how many times it can be used. - Action **Add course review** Creates a review of a course on your Thinkific site, written by the given user with a rating, title and review text. - Action **Add group** Creates a new group of students in your Thinkific site and returns the group's id, name and token. - Action **Delete user** Deletes a user from your Thinkific site, identified by their Thinkific user ID or their single sign-on External ID. - Action **Enroll User** Enrolls a student in a course. Leave the activation date blank to create a free-trial enrollment. - Action **Get course** Returns a single course from your Thinkific site by its ID, including its name, description, chapters and instructor. - Action **Get user** Returns a single Thinkific user by their ID (or by their external ID from a single sign-on provider), including their profile, roles and custom profile field values. - Action **List courses** Returns every course on your Thinkific site, with each course's name, slug, product, instructor and chapters. - Action **List enrollments** Returns the course enrollments on your Thinkific site, optionally filtered by user, course, email, status or created/updated dates. - Action **List orders** Returns the orders placed on your Thinkific site, each with the buyer, product, amount, coupon, status and order date. - Action **List products** Returns every product (course or bundle) on your Thinkific site, with its name, status, visibility, prices and category IDs. - Action **Search Users** Returns the users on your Thinkific site that match the given email, role, external source, group or custom profile field value. - Action **Unenroll User** Removes a student's access to a course by expiring their enrollment, either immediately or at a date you choose. - Action **Update enrollment** Updates an existing enrollment's activation date and expiry date. - Action **Update user** Updates an existing Thinkific user's name, email, password, roles, profile details, affiliate settings and custom profile fields. ## 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) - [ **Thinkific** The all-in-one platform to create, market & sell your online courses.](https://apiant.ai/connections/thinkific) 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 Thinkific - [ **HubSpot to Thinkific** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-thinkific) - [ **Salesforce to Thinkific** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-thinkific) - [ **Slack to Thinkific** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-thinkific) - [ **Google Sheets to Thinkific** Google Sheets](https://apiant.ai/connect/google-sheets-to-thinkific) - [ **Gmail to Thinkific** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-thinkific) - [ **Google Calendar to Thinkific** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-thinkific) Questions ## Sage Sales Management and Thinkific, 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 Thinkific when something happens in Sage Sales Management? Any of Thinkific's 15 actions, including Update enrollment, Update user, Add coupon and Add course review. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Thinkific to Sage Sales Management? Thinkific has no triggers in the catalog today, so automations start in Sage Sales Management. If you need the other direction, ask: your agent reads Thinkific's API documentation and adds it. ### ### Do I have to build a connector for Sage Sales Management or Thinkific? 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 Thinkific 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.