--- title: "Connect Sage Sales Management and YouCan - APIANT.ai" description: "When \"Account Updated\" fires in Sage Sales Management, your agent runs \"Add order\" in YouCan." canonical: "https://apiant.ai/connect/sage-sales-management-to-youcan" --- # Connect Sage Sales Management and YouCan When **Account Updated** fires in [Sage Sales Management](https://apiant.ai/connections/sage-sales-management), your agent runs **Add order** in [YouCan](https://apiant.ai/connections/youcan), or **New Order** in YouCan 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 YouCan **1** trigger YouCan **16** 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 YouCan 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 YouCan can do together ### From Sage Sales Management to YouCan - When **Account Updated** in Sage Sales Management then **Add order** in YouCan - When **Activity Updated** in Sage Sales Management then **Create Customer** in YouCan ### From YouCan to Sage Sales Management - When **New Order** in YouCan then **Create Contact** in Sage Sales Management - When **New Order** in YouCan 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 YouCan ## Triggers and actions 13 triggers · 49 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 **New Order** Triggers when a new order is placed in your YouCan store. - Action **Add category** Creates a new product category in your YouCan store. - Action **Add coupon** Creates a discount coupon in your YouCan store, valid for the products you choose. - Action **Add order** Creates an order in your YouCan store for an existing customer, with the product variants, shipping choice and optional addresses, discount, notes and tags. - Action **Create Customer** Creates a customer in your YouCan store with their contact details and optional addresses. - Action **Create Product** Creates a new product in your YouCan store, with optional pricing, inventory, variants, categories and images. - Action **Delete product** Deletes a product from your YouCan store. - Action **Get coupon** Returns a single coupon from your YouCan store, including its code, discount value, type, dates and usage limit. - Action **Get customer** Returns a single customer from your YouCan store, optionally including their addresses and orders. - Action **Get order** Returns a single order by its ID, optionally with its customer, items, payment, shipping and other related details. - Action **Get product** Returns a single product from your YouCan store, including price, inventory, images and optional variants, categories and vendors. - Action **List customers** Returns customers in your YouCan store, optionally filtered by a search on name, phone or email. - Action **List products** Returns the products in your YouCan store, optionally searched, sorted and with related variants, categories or images. - Action **List Shipping Zones** Returns the store's shipping zones, optionally including their shipping rates. - Action **Update customer** Updates an existing customer's name, contact details, location or notes in your YouCan store. Fields left blank are not changed. - Action **Update order status** Updates an order's general, shipping or payment status in your YouCan store. - Action **Update product** Updates an existing product in your YouCan store. Only the fields you fill in are changed. ## 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) - [ **YouCan** YouCan is an integrated platform specialized in e-commerce, offering a wide range of services needed by...](https://apiant.ai/connections/youcan) 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 YouCan - [ **HubSpot to YouCan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-youcan) - [ **Salesforce to YouCan** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-youcan) - [ **Slack to YouCan** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-youcan) - [ **Google Sheets to YouCan** Google Sheets](https://apiant.ai/connect/google-sheets-to-youcan) - [ **Gmail to YouCan** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-youcan) - [ **Google Calendar to YouCan** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-youcan) Questions ## Sage Sales Management and YouCan, 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 YouCan when something happens in Sage Sales Management? Any of YouCan's 16 actions, including Create Customer, Create Product, Update customer and Update order status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from YouCan to Sage Sales Management? Yes. When something happens in YouCan, your agent can act in Sage Sales Management too. This page covers both directions: YouCan'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 YouCan? 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 YouCan 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.