Integration
Connect Sage Sales Management and Trello
When Account Updated fires in Sage Sales Management, your agent runs Add Comment to Card in Trello, or New board in Trello to Create Contact in Sage Sales Management. 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 Trello to do together?
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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 and Trello can do together
From Sage Sales Management to Trello
When Account Updated in Sage Sales Management
then Add Comment to Card in Trello
From Trello to Sage Sales Management
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 Trello
Triggers and actions 18 triggers · 145 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.
- Any card due soon
Triggers when any card assigned to you is due within 24 hours.
- New board
Triggers when a new board is created in your account.
- New card assigned to me
Triggers when a new card is assigned to you.
- New card in list
Triggers when a new card is added to the specified list.
- New comment on any card within board
Triggers when a new comment is added to any card within the specified board.
- New list on board
Triggers when a new list is added to the specified board.
- Add a Member to a Board
Add a Member to a Board
- Add Comment to Card
Add a new comment to a Card
- Add Label to Card
Add a Label to a Card
- Add member to card
Adds a member to the specified card.
- Archive all Cards in List
Archive all Cards in List
- Archive or unarchive a list
Archive or unarchive a list
- Batch Requests
Performs up to 10 Trello GET API requests in one call and returns each route's response body.
- Create a Label
Create a Label
- Create a new Organization
Create a new Organization
- Create Attachment On Card
Create Attachment On Card
- Create Board
Creates a new Trello board.
- Create Card
Create a new Card
- Create Checkitem on Checklist
Create Checkitem on Checklist
- Create Checklist on Card
Create Checklist on a Card
- Create comment
Creates a new comment on the specified card.
- Create Label on Board
Create a Label on a Board
- Create Label on Card
Create a new Label on a Card
- Create List
Create a new List
- Delete a Board
Delete a Board
- Delete a Checklist
Delete a Checklist
- Delete a Checklist on a Card
Delete a Checklist on a Card
- Delete a comment on a Card
Delete a comment on a Card
- Delete a Label
Delete a Label
- Delete an Action
Delete an Action
- Delete an Attachment on a Card
Delete an Attachment on a Card
- Delete an Organization
Delete an Organization
- Delete Card
Delete a Card
- Delete Checkitem from Checklist
Delete Checkitem from Checklist
- Delete checkItem on a Card
Delete checkItem on a Card
- Delete Logo for Organization
Delete Logo for Organization
- Find boards by name
Searches your boards by name. Returns matching board ids and names.
- Find cards in board by name
Searches cards within the specified board by name. Returns matching card ids and names.
- Find custom field by name
Finds a custom field on the specified board by name. Requires an upgraded Trello plan.
- Get a Checkitem on a Checklist
Get a Checkitem on a Checklist
- Get a Checklist
Get a Checklist
- Get Actions for a List
Get Actions for a List
- Get Actions for Organization
Get Actions for Organization
- Get Actions of a Board
Get Actions of a Board
- Get Actions on a Card
Get Actions on a Card
- Get a Label
Get a Label
- Get a List
Get a List
- Get a Member
Get a Member
- Get a Member's Actions
Get a Member's Actions
- Get a Membership of an Organization
Get a Membership of an Organization
- Get an Action
Get an Action
- Get an Attachment on a Card
Get an Attachment on a Card
- Get an Organization
Get an Organization
- Get Attachments on a Card
Get Attachments on a Card
- Get Board
Get a Board
- Get Boards in an Organization
Get Boards in an Organization
- Get Boards that Member belongs to
Get Boards that Member belongs to
- Get Boards the Member has been invited to
Get Boards the Member has been invited to
- Get Card
Get a Card
- Get Cards in a List
Get Cards in a List
- Get Cards on a Board
Get Cards on a Board
- Get Cards the Member is on
Get Cards the Member is on
- Get checkItem on a Card
Get checkItem on a Card
- Get checkItems on a Card
Get checkItems on a Card
- Get Checkitems on a Checklist
Get Checkitems on a Checklist
- Get Checklists on a Board
Get Checklists on a Board
- Get Checklists on a Card
Get Checklists on a Card
- Get Custom Field Items for a Card
Get Custom Field Items for a Card
- Get Custom Fields for Board
Get Custom Fields for Board
- Get filtered Cards on a Board
Get filtered Cards on a Board
- Get filtered Lists on a Board
Get filtered Lists on a Board
- Get Labels on a Board
Get Labels on a Board
- Get Lists on a Board
Get Lists on a Board
- Get Memberships of a Board
Get Memberships of a Board
- Get Memberships of an Organization
Get Memberships of an Organization
- Get Member's Organizations
Get Member's Organizations
- Get Members who have voted on a Card
Get Members who have voted on a Card
- Get Organizations a Member has been invited to
Get Organizations a Member has been invited to
- Get Organizations new billable guests
Get Organizations new billable guests
- Get Tags of an Organization
Get Tags of an Organization
- Get the Board a List is on
Get the Board a List is on
- Get the Board for an Action
Get the Board for an Action
- Get the Board the Card is on
Get the Board the Card is on
- Get the Board the Checklist is on
Get the Board the Checklist is on
- Get the Card a Checklist is on
Get the Card a Checklist is on
- Get the Card for an Action
Get the Card for an Action
- Get the List for an Action
Get the List for an Action
- Get the List of a Card
Get the List of a Card
- Get the Member Creator of an Action
Get the Member Creator of an Action
- Get the Member of an Action
Get the Member of an Action
- Get the Members of a Board
Get the Members of a Board
- Get the Members of a Card
Get the Members of a Card
- Get the Members of an Organization
Get the Members of an Organization
- Get the Organization of an Action
Get the Organization of an Action
- Invite Member to Board via email
Invite Member to Board via email
- Mark Board as viewed
Mark Board as viewed
- Move all Cards in List
Move all Cards in List
- Move List to Board
Move List to Board
- Remove a Label from a Card
Remove a Label from a Card
- Remove a Member from a Card
Remove a Member from a Card
- Remove a Member from an Organization
Remove a Member from an Organization
- Remove a Member's Vote on a Card
Remove a Member's Vote on a Card
- Remove Member from Board
Remove Member from Board
- Update a Board
Update a Board
- Update a checkItem on a Card
Update a checkItem on a Card
- Update a Checklist
Update a Checklist
- Update a Comment Action
Update a Comment Action
- Update a Label
Update a Label
- Update a List
Update a List
- Update a Member of an Organization
Update a Member of an Organization
- Update an Action
Update an Action
- Update an Organization
Update an Organization
- Update an Organization's Members
Update an Organization's Members
- Update Card
Updates the specified card (name, description, list, position, due date, closed state, members, labels).
- Update Checkitem on Checklist on Card
Update Checkitem on Checklist on Card
- Update Comment Action on a Card
Update Comment Action on a Card
- Update logo for an Organization
Update logo for an Organization
- Update Membership of Member on a Board
Update Membership of Member on a Board
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
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Questions
Sage Sales Management and Trello, 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 Trello when something happens in Sage Sales Management?
Any of Trello's 112 actions, including Create a Label, Create a new Organization, Create Attachment On Card and Create Board. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Trello to Sage Sales Management?
Yes. When something happens in Trello, your agent can act in Sage Sales Management too. This page covers both directions: Trello's triggers and Sage Sales Management's actions are listed here as well.
Do I have to build a connector for Sage Sales Management or Trello?
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 Trello 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.