Integration
Connect Appointy and Referral Factory
When New Appointment fires in Appointy, your agent runs Create Lead in Referral Factory, or New Due Reward in Referral Factory to Create Customer in Appointy. 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 Appointy and Referral Factory 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 Appointy and Referral Factory can do together
From Appointy to Referral Factory
When New Appointment in Appointy
then Create Lead in Referral Factory
From Referral Factory to Appointy
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 Appointy and Referral Factory
Triggers and actions 5 triggers · 27 actions
- New Appointment
Triggers when a new appointment is booked in Appointy for today.
- Cancel Appointment
Cancels an Appointy appointment.
- Create Customer
Creates a new customer in Appointy.
- List Appointments
Returns the Appointy appointments booked on a given day.
- List Locations
Returns the Appointy business's locations.
- List Services
Returns the services the Appointy business offers.
- List Staff
Returns the Appointy business's staff members.
- New Due Reward
Triggers when a reward becomes due.
- New Referrer
Triggers when a new referrer joins any campaign.
- New User
Triggers when a new referred lead joins any campaign.
- Reward Issued
Triggers when a reward is issued.
- Add New User
Creates a referrer in a campaign and returns their unique referral link.
- Cancel Due Reward
Cancels a reward that is due.
- Create Lead
Creates a referred lead in a campaign, attributed to the referrer you identify by ID, code or email.
- Delete Lead
Deletes a lead.
- Delete Referrer
Deletes a referrer.
- Get Campaign
Returns one campaign by ID, including its name, status and URL.
- Get goal
Returns a single goal (a milestone a lead can reach in a campaign), optionally with its campaign.
- Get Lead
Returns one referred lead by ID, including its campaign, referrer and qualification date.
- Get Referrer
Returns one referrer by ID, including their referral link.
- Issue Due Reward
Issues a reward that is due.
- List Campaigns
Returns all campaigns in the account.
- List due rewards
Returns all rewards that are currently due across every campaign in your Referral Factory account.
- List Goals
Returns the goals defined across all campaigns.
- List issued rewards
Returns the rewards that have been issued to referrers across all your campaigns.
- List leads
Returns all leads (people invited by your referrers) across your Referral Factory campaigns.
- List referrers
Returns all referrers in your Referral Factory account across every campaign.
- Qualify User With Code
Marks a lead, identified by its referral code, as qualified or unqualified.
- Qualify User With Email
Marks a lead, identified by email within a campaign, as qualified or unqualified.
- Update Lead
Updates a lead's name, email or custom fields.
- Update Lead Goal
Marks a goal as reached or not reached for a lead identified by ID, code, or email plus campaign.
- Update Referrer
Updates a referrer's name, email or custom fields.
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
More from Appointy
Appointy to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Appointy to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Appointy to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Appointy to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Appointy to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Appointy to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Referral Factory
Google Drive to Referral FactoryGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Referral FactoryMailchimp marketing automation and email platform.
Questions
Appointy and Referral Factory, answered
What can start an automation from Appointy?
Any of Appointy's 1 trigger in the catalog, including New Appointment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Referral Factory when something happens in Appointy?
Any of Referral Factory's 21 actions, including Create Lead, Update Lead, Update Lead Goal and Update Referrer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Referral Factory to Appointy?
Yes. When something happens in Referral Factory, your agent can act in Appointy too. This page covers both directions: Referral Factory's triggers and Appointy's actions are listed here as well.
Do I have to build a connector for Appointy or Referral Factory?
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 Appointy and Referral Factory 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.