Integration
Connect CoordinateHQ to Refersion
When Comment Added fires in CoordinateHQ, your agent runs Credit Order to Affiliate in Refersion. 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 CoordinateHQ and Refersion 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 CoordinateHQ can start in Refersion
When Comment Added in CoordinateHQ
then Credit Order to Affiliate in Refersion
When Goal Created in CoordinateHQ
then Resend Affiliate Welcome Email in Refersion
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 CoordinateHQ and Refersion
Triggers and actions 9 triggers · 31 actions
Trigger
Comment AddedTriggers when a comment is added to a project, or to one of its tasks or goals.
Trigger
Goal CreatedTriggers when a new goal is added to a project in Coordinate.
Trigger
Goal UpdatedTriggers when a goal's details change in Coordinate.
Trigger
Project CreatedTriggers when a new project is added in Coordinate.
Trigger
Project UpdatedTriggers when a project is updated in Coordinate.
Trigger
Task CreatedTriggers when a new task is created in Coordinate.
Trigger
Task Group CreatedTriggers when a new task group is created on a project.
Trigger
Task Group UpdatedTriggers when a task group on a project is updated.
Trigger
Task UpdatedTriggers when a task's details or status change in Coordinate.
Action
Apply Template to ProjectApplies a template (playbook) of tasks to an existing project.
Action
Create GoalCreates a goal on a project.
Action
Create GroupCreates a task group on a project.
Action
Create OrganizationCreates an organization.
Action
Create ProjectCreates a project, optionally applying a template and inviting a stakeholder.
Action
Create StakeholderInvites a stakeholder to a project.
Action
Create TaskCreates a task on a project.
Action
Create/Update Project PageCreates a project page, or overwrites it if a page with that name exists.
Action
Get Collaborators on ProjectReturns the stakeholders (collaborators) on a project.
Action
Get ProjectReturns one project by its ID.
Action
Get Project by External ObjectIDReturns the projects carrying an external ID you set.
Action
Get Project Page ContentReturns the content of a project page.
Action
Get Project PagesReturns the names of the pages on a project.
Action
Update ProjectUpdates a project's details; only the fields you fill in change.
Action
Update Project Set Custom FieldSets one custom field value on a project.
Action
Verify Project Doesn't ExistChecks whether any project already carries an external ID, so you can avoid creating a duplicate.
Action
Create Manual CreditCredits an affiliate with a manual commission.
Action
Credit Order to AffiliateCredits an unattributed order to an affiliate.
Action
Delete AffiliateDeletes an affiliate.
Action
Delete OfferDeletes an offer.
Action
Find an AffiliateFinds an affiliate by email address, name or affiliate code.
Action
Generate Affiliate Tracking LinkReturns a tracking link for an affiliate, optionally to a specific URL.
Action
Get AffiliateReturns the affiliate with a given affiliate code.
Action
Get ConversionReturns one conversion's details.
Action
List AffiliatesReturns affiliates, optionally filtered by status, search text or offer.
Action
List ClicksReturns affiliate link clicks in a date range.
Action
List ConversionsReturns conversions, optionally filtered by status, affiliate, order or date.
Action
List OffersReturns the account's offers.
Action
Resend Affiliate Welcome EmailResends the welcome email to an affiliate.
Action
Search OrdersSearches orders that can be credited to an affiliate.
Action
Update Conversion StatusChanges a conversion's status, e.g. approve or deny it.
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 Refersion
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Salesforce to RefersionSalesforce is a leading enterprise customer relationship management (CRM) platform.
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Google Sheets to RefersionGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RefersionGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RefersionGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
CoordinateHQ and Refersion, answered
What can start an automation from CoordinateHQ?
Any of CoordinateHQ's 9 triggers in the catalog, including Comment Added, Goal Created, Goal Updated and Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Refersion when something happens in CoordinateHQ?
Any of Refersion's 15 actions, including Create Manual Credit, Update Conversion Status, Credit Order to Affiliate and Find an Affiliate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Refersion to CoordinateHQ?
Refersion has no triggers in the catalog today, so automations start in CoordinateHQ. If you need the other direction, ask: your agent reads Refersion's API documentation and adds it.
Do I have to build a connector for CoordinateHQ or Refersion?
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 CoordinateHQ and Refersion 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.