Integration
Connect Document360 and Sage CRM
When New Article fires in Document360, your agent runs Create Lead in Sage CRM, or New Case in Sage CRM to Add reader in Document360. 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 Document360 and Sage CRM 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Document360 and Sage CRM can do together
From Document360 to Sage CRM
When New Article in Document360
then Create Lead in Sage CRM
From Sage CRM to Document360
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 Document360 and Sage CRM
Triggers and actions 6 triggers · 51 actions
- New Article
Triggers when a new article is added to a Document360 project version.
- Add reader
Adds a new reader to the Document360 project, optionally assigning reader groups and an access scope.
- Add team account
Adds a new team account (portal user) to the Document360 project with the given portal role and content permissions, sending them an invitation.
- Create Article
Creates a new article in a Document360 project version and returns its ID.
- Create Category
Creates a category in a project version and returns its ID.
- Delete Article
Deletes an article from the knowledge base.
- Delete category
Deletes a category, including all of its articles and child categories.
- Delete reader
Deletes a reader from the Document360 project.
- Get Article
Returns one article's content and details in the given language.
- Get category
Returns a category with its details, the articles in it, and its direct child categories.
- Get team account
Returns a Document360 team account's details, including its name, email, portal role, content roles and groups.
- List Articles
Returns the articles in a project version.
- List Categories
Returns the categories in a project version.
- List Project Versions
Returns the knowledge base's project versions (workspaces) with their IDs.
- List team accounts
Returns the team accounts (portal users) in your Document360 project, with each one's name, email, portal role and last login time.
- Update Article
Updates an article's title, content or category in the given language.
- Update category
Updates a category's name, position, parent, icon or visibility. Only the fields you fill in are changed.
- New Case
Triggers when a new case is created in Sage CRM.
- New Company
Triggers when a new company is created in Sage CRM.
- New Lead
Triggers when a new lead is created in Sage CRM.
- New Opportunity
Triggers when a new opportunity is created in Sage CRM.
- New Person
Triggers when a new person is created in Sage CRM.
- Create Case
Creates Sage CRM case record.
- Create Communication
Creates Sage CRM communication record.
- Create Company
Creates Sage CRM company record.
- Create Lead
Creates Sage CRM lead record.
- Create Note
Creates Sage CRM note record.
- Create Opportunity
Creates Sage CRM opportunity record.
- Create Person
Creates Sage CRM person record.
- Delete Case
Deletes Sage CRM case record.
- Delete Communication
Deletes Sage CRM communication record.
- Delete Company
Deletes Sage CRM company record.
- Delete Lead
Deletes Sage CRM lead record.
- Delete Note
Deletes Sage CRM note record.
- Delete Opportunity
Deletes Sage CRM opportunity record.
- Delete Person
Deletes Sage CRM person record.
- Get Case
Returns one Sage CRM case record.
- Get Communication
Returns one Sage CRM communication record.
- Get Company
Returns one Sage CRM company record.
- Get Lead
Returns one Sage CRM lead record.
- Get Note
Returns one Sage CRM note record.
- Get Opportunity
Returns one Sage CRM opportunity record.
- Get Person
Returns one Sage CRM person record.
- List Cases
Returns Sage CRM case records.
- List Communications
Returns Sage CRM communication records.
- List Companies
Returns Sage CRM company records.
- List Leads
Returns Sage CRM lead records.
- List Notes
Returns Sage CRM note records.
- List Opportunities
Returns Sage CRM opportunity records.
- List People
Returns Sage CRM person records.
- Update Case
Updates Sage CRM case record.
- Update Communication
Updates Sage CRM communication record.
- Update Company
Updates Sage CRM company record.
- Update Lead
Updates Sage CRM lead record.
- Update Note
Updates Sage CRM note record.
- Update Opportunity
Updates Sage CRM opportunity record.
- Update Person
Updates Sage CRM person record.
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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Questions
Document360 and Sage CRM, answered
What can start an automation from Document360?
Any of Document360's 1 trigger in the catalog, including New Article. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sage CRM when something happens in Document360?
Any of Sage CRM's 35 actions, including Create Case, Create Communication, Create Company and Create Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sage CRM to Document360?
Yes. When something happens in Sage CRM, your agent can act in Document360 too. This page covers both directions: Sage CRM's triggers and Document360's actions are listed here as well.
Do I have to build a connector for Document360 or Sage CRM?
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 Document360 and Sage CRM 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.