--- title: "Connect DoorLoop and Partnero - APIANT.ai" description: "When \"New Expense\" fires in DoorLoop, your agent runs \"Create a New Customer\" in Partnero, or \"Customer Created\" in Partnero to \"Find User\" in DoorLoop." canonical: "https://apiant.ai/connect/doorloop-to-partnero" --- # Connect DoorLoop and Partnero When **New Expense** fires in [DoorLoop](https://apiant.ai/connections/doorloop), your agent runs **Create a New Customer** in [Partnero](https://apiant.ai/connections/partnero), or **Customer Created** in Partnero to **Find User** in DoorLoop. Describe the whole flow and it is built, tested on every scenario and kept running. DoorLoop **13** triggers DoorLoop **6** 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 DoorLoop 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 DoorLoop and Partnero can do together ### From DoorLoop to Partnero - When **New Expense** in DoorLoop then **Create a New Customer** in Partnero - When **New Lease Charge** in DoorLoop then **Update Existing Customer** in Partnero ### From Partnero to DoorLoop - When **Customer Created** in Partnero then **Find User** in DoorLoop - When **Customer Updated** in Partnero then **Find Account** in DoorLoop 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 DoorLoop and Partnero ## Triggers and actions 21 triggers · 18 actions - Trigger **In Eviction** Triggers when a lease enters the eviction collections stage in DoorLoop. - Trigger **Lease Starting** Triggers when a lease's start date arrives (start dates within the last 7 days up to today). - Trigger **New Expense** Triggers when a new expense is recorded in DoorLoop. - Trigger **New Lease Charge** Triggers when a new charge is posted to a lease. - Trigger **New Owner** Triggers when a new owner is created in DoorLoop. - Trigger **New Property** Triggers when a new property is added in DoorLoop. - Trigger **New Prospect** Triggers when a new prospect is added in DoorLoop. - Trigger **New Returned Payment** Triggers when a lease payment is returned (reversed) in DoorLoop. - Trigger **New Task / Work Order** Triggers when a new task, work order, tenant request or owner request is created in DoorLoop. - Trigger **New Tenant or Prospect** Triggers when a new tenant or prospect is added in DoorLoop. - Trigger **New Vendor** Triggers when a new vendor is added in DoorLoop. - Trigger **New Vendor Bill** Triggers when a new vendor bill is created in DoorLoop. - Trigger **Tenant Moving Out** Triggers when a lease tenant is scheduled to move out within the next 7 days. - Action **Find Account** Finds accounts in the DoorLoop chart of accounts by name, type, designated purpose or parent account. - Action **Find Lease** Finds leases by name, with optional filters for property, unit, tenant, owner, portfolio, dates and status. Returns the matching leases. - Action **Find Lease Tenants** Finds the tenants on your leases by name or email, lease, property, portfolio, occupancy status or move-in/move-out dates. A tenant on several leases appears once per lease. - Action **Find Tenant or Prospect** Finds tenants and prospects by name or email, optionally narrowed by portfolio, property, unit, lease or tenant type. - Action **Find Unit** Finds units in DoorLoop by name, optionally narrowed by property, portfolio, owner or status. - Action **Find User** Finds DoorLoop users whose login email matches the email you supply. - 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 - [ **DoorLoop** DoorLoop is a powerful software for managing all your properties.](https://apiant.ai/connections/doorloop) - [ **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 DoorLoop - [ **DoorLoop to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/doorloop-to-hubspot) - [ **DoorLoop to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/doorloop-to-salesforce) - [ **DoorLoop to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/doorloop-to-slack) - [ **DoorLoop to Google Sheets** Google Sheets](https://apiant.ai/connect/doorloop-to-google-sheets) - [ **DoorLoop to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/doorloop-to-gmail) - [ **DoorLoop to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/doorloop-to-google-calendar) ## 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 ## DoorLoop and Partnero, answered ### ### What can start an automation from DoorLoop? Any of DoorLoop's 13 triggers in the catalog, including New Expense, New Lease Charge, New Owner and New Property. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Partnero when something happens in DoorLoop? 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 DoorLoop? Yes. When something happens in Partnero, your agent can act in DoorLoop too. This page covers both directions: Partnero's triggers and DoorLoop's actions are listed here as well. ### ### Do I have to build a connector for DoorLoop 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 DoorLoop 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.