--- title: "Connect Sage Sales Management and Trello - APIANT.ai" description: "When \"Account Updated\" fires in Sage Sales Management, your agent runs \"Add Comment to Card\" in Trello." canonical: "https://apiant.ai/connect/sage-sales-management-to-trello" --- # Connect Sage Sales Management and Trello When **Account Updated** fires in [Sage Sales Management](https://apiant.ai/connections/sage-sales-management), your agent runs **Add Comment to Card** in [Trello](https://apiant.ai/connections/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. Sage Sales Management **12** triggers Sage Sales Management **33** actions Trello **6** triggers Trello **112** 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 Trello 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 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 - When **Activity Updated** in Sage Sales Management then **Add Label to Card** in Trello ### From Trello to Sage Sales Management - When **New board** in Trello then **Create Contact** in Sage Sales Management - When **New card assigned to me** in Trello then **Create or Update Contact** in 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 - 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. - Trigger **Any card due soon** Triggers when any card assigned to you is due within 24 hours. - Trigger **New board** Triggers when a new board is created in your account. - Trigger **New card assigned to me** Triggers when a new card is assigned to you. - Trigger **New card in list** Triggers when a new card is added to the specified list. - Trigger **New comment on any card within board** Triggers when a new comment is added to any card within the specified board. - Trigger **New list on board** Triggers when a new list is added to the specified board. - Action **Add a Member to a Board** Add a Member to a Board - Action **Add Comment to Card** Add a new comment to a Card - Action **Add Label to Card** Add a Label to a Card - Action **Add member to card** Adds a member to the specified card. - Action **Archive all Cards in List** Archive all Cards in List - Action **Archive or unarchive a list** Archive or unarchive a list - Action **Batch Requests** Performs up to 10 Trello GET API requests in one call and returns each route's response body. - Action **Create a Label** Create a Label - Action **Create a new Organization** Create a new Organization - Action **Create Attachment On Card** Create Attachment On Card - Action **Create Board** Creates a new Trello board. - Action **Create Card** Create a new Card - Action **Create Checkitem on Checklist** Create Checkitem on Checklist - Action **Create Checklist on Card** Create Checklist on a Card - Action **Create comment** Creates a new comment on the specified card. - Action **Create Label on Board** Create a Label on a Board - Action **Create Label on Card** Create a new Label on a Card - Action **Create List** Create a new List - Action **Delete a Board** Delete a Board - Action **Delete a Checklist** Delete a Checklist - Action **Delete a Checklist on a Card** Delete a Checklist on a Card - Action **Delete a comment on a Card** Delete a comment on a Card - Action **Delete a Label** Delete a Label - Action **Delete an Action** Delete an Action - Action **Delete an Attachment on a Card** Delete an Attachment on a Card - Action **Delete an Organization** Delete an Organization - Action **Delete Card** Delete a Card - Action **Delete Checkitem from Checklist** Delete Checkitem from Checklist - Action **Delete checkItem on a Card** Delete checkItem on a Card - Action **Delete Logo for Organization** Delete Logo for Organization - Action **Find boards by name** Searches your boards by name. Returns matching board ids and names. - Action **Find cards in board by name** Searches cards within the specified board by name. Returns matching card ids and names. - Action **Find custom field by name** Finds a custom field on the specified board by name. Requires an upgraded Trello plan. - Action **Get a Checkitem on a Checklist** Get a Checkitem on a Checklist - Action **Get a Checklist** Get a Checklist - Action **Get Actions for a List** Get Actions for a List - Action **Get Actions for Organization** Get Actions for Organization - Action **Get Actions of a Board** Get Actions of a Board - Action **Get Actions on a Card** Get Actions on a Card - Action **Get a Label** Get a Label - Action **Get a List** Get a List - Action **Get a Member** Get a Member - Action **Get a Member's Actions** Get a Member's Actions - Action **Get a Membership of an Organization** Get a Membership of an Organization - Action **Get an Action** Get an Action - Action **Get an Attachment on a Card** Get an Attachment on a Card - Action **Get an Organization** Get an Organization - Action **Get Attachments on a Card** Get Attachments on a Card - Action **Get Board** Get a Board - Action **Get Boards in an Organization** Get Boards in an Organization - Action **Get Boards that Member belongs to** Get Boards that Member belongs to - Action **Get Boards the Member has been invited to** Get Boards the Member has been invited to - Action **Get Card** Get a Card - Action **Get Cards in a List** Get Cards in a List - Action **Get Cards on a Board** Get Cards on a Board - Action **Get Cards the Member is on** Get Cards the Member is on - Action **Get checkItem on a Card** Get checkItem on a Card - Action **Get checkItems on a Card** Get checkItems on a Card - Action **Get Checkitems on a Checklist** Get Checkitems on a Checklist - Action **Get Checklists on a Board** Get Checklists on a Board - Action **Get Checklists on a Card** Get Checklists on a Card - Action **Get Custom Field Items for a Card** Get Custom Field Items for a Card - Action **Get Custom Fields for Board** Get Custom Fields for Board - Action **Get filtered Cards on a Board** Get filtered Cards on a Board - Action **Get filtered Lists on a Board** Get filtered Lists on a Board - Action **Get Labels on a Board** Get Labels on a Board - Action **Get Lists on a Board** Get Lists on a Board - Action **Get Memberships of a Board** Get Memberships of a Board - Action **Get Memberships of an Organization** Get Memberships of an Organization - Action **Get Member's Organizations** Get Member's Organizations - Action **Get Members who have voted on a Card** Get Members who have voted on a Card - Action **Get Organizations a Member has been invited to** Get Organizations a Member has been invited to - Action **Get Organizations new billable guests** Get Organizations new billable guests - Action **Get Tags of an Organization** Get Tags of an Organization - Action **Get the Board a List is on** Get the Board a List is on - Action **Get the Board for an Action** Get the Board for an Action - Action **Get the Board the Card is on** Get the Board the Card is on - Action **Get the Board the Checklist is on** Get the Board the Checklist is on - Action **Get the Card a Checklist is on** Get the Card a Checklist is on - Action **Get the Card for an Action** Get the Card for an Action - Action **Get the List for an Action** Get the List for an Action - Action **Get the List of a Card** Get the List of a Card - Action **Get the Member Creator of an Action** Get the Member Creator of an Action - Action **Get the Member of an Action** Get the Member of an Action - Action **Get the Members of a Board** Get the Members of a Board - Action **Get the Members of a Card** Get the Members of a Card - Action **Get the Members of an Organization** Get the Members of an Organization - Action **Get the Organization of an Action** Get the Organization of an Action - Action **Invite Member to Board via email** Invite Member to Board via email - Action **Mark Board as viewed** Mark Board as viewed - Action **Move all Cards in List** Move all Cards in List - Action **Move List to Board** Move List to Board - Action **Remove a Label from a Card** Remove a Label from a Card - Action **Remove a Member from a Card** Remove a Member from a Card - Action **Remove a Member from an Organization** Remove a Member from an Organization - Action **Remove a Member's Vote on a Card** Remove a Member's Vote on a Card - Action **Remove Member from Board** Remove Member from Board - Action **Update a Board** Update a Board - Action **Update a checkItem on a Card** Update a checkItem on a Card - Action **Update a Checklist** Update a Checklist - Action **Update a Comment Action** Update a Comment Action - Action **Update a Label** Update a Label - Action **Update a List** Update a List - Action **Update a Member of an Organization** Update a Member of an Organization - Action **Update an Action** Update an Action - Action **Update an Organization** Update an Organization - Action **Update an Organization's Members** Update an Organization's Members - Action **Update Card** Updates the specified card (name, description, list, position, due date, closed state, members, labels). - Action **Update Checkitem on Checklist on Card** Update Checkitem on Checklist on Card - Action **Update Comment Action on a Card** Update Comment Action on a Card - Action **Update logo for an Organization** Update logo for an Organization - Action **Update Membership of Member on a Board** Update Membership of Member on a Board ## 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) - [ **Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connections/trello) 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 Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sage-sales-management-to-zoom) - [ **Sage Sales Management to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sage-sales-management-to-twilio) ## More into Trello - [ **Salesforce to Trello** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trello) - [ **Google Sheets to Trello** Google Sheets](https://apiant.ai/connect/google-sheets-to-trello) - [ **Google Drive to Trello** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-trello) - [ **Mailchimp to Trello** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-trello) - [ **Shopify to Trello** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-trello) - [ **Pipedrive to Trello** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-trello) 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.