Integration
Connect Workiom to SugarCRM
When New Record fires in Workiom, your agent runs Get Record in SugarCRM. 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 Workiom and SugarCRM 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 Workiom can start in SugarCRM
When New Record in Workiom
then Get Record in SugarCRM
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 Workiom and SugarCRM
Triggers and actions 1 trigger · 8 actions
- New Record
Triggered when a new record is created in the selected Workiom list.
- Add or update case
Add or update a case in SugarCRM. If an id is supplied the case is updated, otherwise a new case is created.
- Delete Record
Delete a record by id from any SugarCRM module.
- Get campaign id by name
Get a campaign id by the campaign's name.
- Get Opportunity
Get opportunity details by opportunity id.
- Get owner details
Get owner details by first name, last name and email.
- Get Record
Retrieve a single record by id from any SugarCRM module.
- Get User
Get details for a Sugar user (record owner) by id.
- Update Opportunity Status
Update the sales_stage (status) of an opportunity.
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
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More into SugarCRM
Questions
Workiom and SugarCRM, answered
What can start an automation from Workiom?
Any of Workiom's 1 trigger in the catalog, including New Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SugarCRM when something happens in Workiom?
Any of SugarCRM's 8 actions, including Update Opportunity Status, Add or update case, Get campaign id by name and Get Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SugarCRM to Workiom?
SugarCRM has no triggers in the catalog today, so automations start in Workiom. If you need the other direction, ask: your agent reads SugarCRM's API documentation and adds it.
Do I have to build a connector for Workiom or SugarCRM?
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 Workiom and SugarCRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in SugarCRM 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.