--- title: "Connect Agiled and Partnero - APIANT.ai" description: "When \"Invoice Created\" fires in Agiled, your agent runs \"Create a New Customer\" in Partnero, or \"Customer Created\" in Partnero to \"Add Invoice\" in Agiled." canonical: "https://apiant.ai/connect/agiled-to-partnero" --- # Connect Agiled and Partnero When **Invoice Created** fires in [Agiled](https://apiant.ai/connections/agiled), your agent runs **Create a New Customer** in [Partnero](https://apiant.ai/connections/partnero), or **Customer Created** in Partnero to **Add Invoice** in Agiled. Describe the whole flow and it is built, tested on every scenario and kept running. Agiled **6** triggers Agiled **31** actions Partnero **8** triggers Partnero **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Agiled and Partnero 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 Agiled and Partnero can do together ### From Agiled to Partnero - When **Invoice Created** in Agiled then **Create a New Customer** in Partnero - When **New CRM Stage** in Agiled then **Update Existing Customer** in Partnero ### From Partnero to Agiled - When **Customer Created** in Partnero then **Add Invoice** in Agiled - When **Customer Updated** in Partnero then **Create Contact** in Agiled 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 Agiled and Partnero ## Triggers and actions 14 triggers · 43 actions - Trigger **Invoice Created** Triggers when an invoice is created in Agiled. - Trigger **New CRM Stage** Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled. - Trigger **Product Created** Triggers when a product is created in Agiled. - Trigger **Project Created** Triggers when a new project is created in Agiled. - Trigger **Task Created** Triggers when a new task is created in Agiled. - Trigger **Ticket Created** Triggers when a ticket is created in Agiled. - Action **Add Invoice** Creates an invoice in Agiled. - Action **Add Product** Creates a product in Agiled's catalog. - Action **Add Project** Creates a project in Agiled. - Action **Create Contact** Creates a contact in Agiled CRM with a name, email and phone number. - Action **Create Estimate** Creates a new estimate (quote) in Agiled. - Action **Create Expense** Creates an expense in Agiled. - Action **Create Task** Creates a task in Agiled. - Action **Create Ticket** Creates a support ticket in Agiled. - Action **Delete Contact** Deletes a contact from Agiled by its id. - Action **Delete Contract** Deletes a contract (an Agiled document) by its id. - Action **Delete Estimate** Deletes an estimate in Agiled by its id. - Action **Delete Expense** Deletes an expense from Agiled by its id. - Action **Delete Product** Deletes a product from your Agiled catalog by its id. - Action **Delete Project** Deletes a project in Agiled by its id. - Action **Delete Task** Deletes a task in Agiled by its id. - Action **Delete Ticket** Deletes a support ticket in Agiled by its id. - Action **Edit Contact** Updates an existing contact's name, email or phone in Agiled. - Action **Edit Contract** Updates an existing contract document in Agiled, such as renaming it. - Action **Edit Estimate** Updates an existing estimate in Agiled, such as its name. - Action **Edit Expense** Updates an existing expense in Agiled. - Action **Edit Invoice** Updates an existing invoice in Agiled. - Action **Edit Product** Updates an existing product's name, SKU or price in Agiled. - Action **Edit Project** Updates an existing project's name, status or dates in Agiled. - Action **Edit Task** Updates an existing task's name, status or due date. - Action **Edit Ticket** Updates an existing ticket in Agiled. Only the fields you fill in are changed. - Action **Get Contacts** Returns contacts from your Agiled CRM, optionally filtered by email or full name. - Action **Get Contract** Returns one contract document by its id. - Action **Get Estimate** Returns one estimate by its id, with optional related records. - Action **Get Product** Returns one product by its id. - Action **Get Projects** Returns projects in your Agiled workspace, optionally filtered by name or status. - Action **Get Ticket** Returns one support ticket by its id, with optional related records. - Trigger **Customer Created** Triggers when a new customer is created in Partnero. - Trigger **Customer Deleted** Triggers when a customer is deleted in Partnero. - Trigger **Customer Updated** Triggers when a customer is updated in your Partnero program. - Trigger **Partner Created** Triggers when a new partner is created in your Partnero program. - Trigger **Partner Deleted** Triggers when a partner is deleted from your Partnero program. - Trigger **Partner Updated** Triggers when a partner is updated in your Partnero program. - Trigger **Transaction Created** Triggers when a new transaction is recorded in your Partnero program. - Trigger **Transaction Deleted** Triggers when a transaction is deleted (refunded) in Partnero. - Action **Archive Partner** Archives (soft-deletes) a partner so they lose portal access; the partner can be restored later. - Action **Create a New Customer** Creates a customer in your Partnero affiliate program and attributes them to a partner for commission tracking. - Action **Create a New Partner** Creates a new affiliate partner in your Partnero program and returns the partner record, including its referral link. - Action **Create a New Transaction** Records a sales transaction for a customer so Partnero calculates the referring partner's commission. Can optionally create the customer in the same call. - Action **Delete Existing Customer** Deletes an existing customer from your Partnero program by their customer key. - Action **Delete Existing Partner** Deletes an existing partner from your Partnero program. - Action **Delete Existing Transaction** Deletes an existing transaction in your Partnero program by its key. - Action **Find Partner** Finds a partner in your Partnero program by partner ID and returns their details, referral statistics, commissions and referral links. - Action **Get Transaction** Returns a single transaction by its key. - Action **Restore Partner** Restores a previously archived partner and reactivates their portal access. - Action **Update Existing Customer** Updates an existing customer's name, email, key or tags in your Partnero program. - Action **Update Existing Partner** Updates an existing partner's name, email, password, referral key or tags in your Partnero program. ## Each app on its own - [ **Agiled** Agiled is an all in one business management platform designed to help you manage employees, projects...](https://apiant.ai/connections/agiled) - [ **Partnero** Partnero is a partnership management software with a focus on customizable program settings & partner...](https://apiant.ai/connections/partnero) Reviews ## What our customers say ## More from Agiled - [ **Agiled to ProcurementExpress.com** ProcurementExpress.com is a purchase order management app that eliminates company spending mistakes and...](https://apiant.ai/connect/agiled-to-procurementexpress-com) - [ **Agiled to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agiled-to-hubspot) - [ **Agiled to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agiled-to-salesforce) - [ **Agiled to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agiled-to-slack) - [ **Agiled to Google Sheets** Google Sheets](https://apiant.ai/connect/agiled-to-google-sheets) - [ **Agiled to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agiled-to-gmail) ## More into Partnero - [ **HubSpot to Partnero** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-partnero) - [ **Google Sheets to Partnero** Google Sheets](https://apiant.ai/connect/google-sheets-to-partnero) - [ **Gmail to Partnero** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-partnero) - [ **Google Calendar to Partnero** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-partnero) - [ **Google Drive to Partnero** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-partnero) - [ **Mailchimp to Partnero** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-partnero) Questions ## Agiled and Partnero, answered ### ### What can start an automation from Agiled? Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Partnero when something happens in Agiled? Any of Partnero's 12 actions, including Create a New Customer, Create a New Partner, Create a New Transaction and Update Existing Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Partnero to Agiled? Yes. When something happens in Partnero, your agent can act in Agiled too. This page covers both directions: Partnero's triggers and Agiled's actions are listed here as well. ### ### Do I have to build a connector for Agiled or Partnero? 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 Agiled and Partnero 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.