CRM & Sales · Integration
Apttus Intelligent Cloud
Add Apttus Intelligent Cloud to your product for your customers, and give your AI agents governed access to it.
Embed an Apttus Intelligent Cloud integration so your customers can work their quotes, agreements, and approvals from inside your product, with governed agent access to the same records. Quote and contract configurations are customised per business, so field and object mapping is configuration rather than code, and both reads and writes are supported so records do not drift. fastn handles per-customer authentication and API upkeep.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let customers read quotes and their line items into your product, mapped to their own fields.
Read agreements and their status so contract state is visible where your users work.
Create or update a quote or agreement record from your product without a per-customer build.
Trigger your product when a quote is approved or an agreement changes status.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reads a quote and its line items before answering a pricing question.
An agent updates a quote or agreement field within governed permissions.
An agent reacts to an approval and starts the next step of the deal workflow.
Example prompt
List quotes awaiting approval for more than five days and show the owner and amount for each.
Set up Apttus Intelligent Cloud in 4 steps
- 01Open the Apttus Intelligent Cloud connector from your fastn dashboard.
- 02Have each customer authenticate their own Apttus org.
- 03Map the quote, agreement, and approval fields your product uses, then enable actions and triggers.
- 04Call them from your product, or expose them to an agent through the MCP server.
Why teams use the Apttus Intelligent Cloud integration
What you get by embedding it with fastn instead of building it yourself.
- Ship an Apttus Intelligent Cloud integration without building it. Your customers connect their own Apttus Intelligent Cloud account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so an Apttus Intelligent Cloud update is not your on-call problem.
- One integration serves your product and your agents. The same governed Apttus Intelligent Cloud connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
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Apttus Intelligent Cloud integration FAQ
How do I add an Apttus Intelligent Cloud integration to my product?
Enable the Apttus Intelligent Cloud connector in your fastn dashboard, then let each customer authenticate their own Apttus Intelligent Cloud account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Apttus Intelligent Cloud client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Apttus Intelligent Cloud account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Apttus Intelligent Cloud account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Apttus Intelligent Cloud integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reads a quote and its line items before answering a pricing question.
Who maintains the Apttus Intelligent Cloud integration?
fastn does. When Apttus Intelligent Cloud changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Does the Apttus Intelligent Cloud integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Apttus Intelligent Cloud schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from Apttus Intelligent Cloud, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Apttus Intelligent Cloud do not drift apart.
What can I build with the Apttus Intelligent Cloud integration?
A common starting point: read quotes and their line items into your product, mapped to their own fields. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Apttus Intelligent Cloud integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Apttus Intelligent Cloud does not change your per-connector cost. You can start free with 3 connected accounts.
Add Apttus Intelligent Cloud to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.