Integration
Connect Fulcrum to Refersion
When Record Created fires in Fulcrum, your agent runs Update Conversion Status 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 Fulcrum 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 Fulcrum can start in Refersion
When Record Created in Fulcrum
then Update Conversion Status in Refersion
When Record Updated in Fulcrum
then Generate Affiliate Tracking Link 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 Fulcrum and Refersion
Triggers and actions 2 triggers · 21 actions
Trigger
Record CreatedTriggers when a new record is created in Fulcrum.
Trigger
Record UpdatedTriggers when a record is created or updated in Fulcrum.
Action
Delete RecordDeletes a Fulcrum record.
Action
Download PDF ReportDownloads the PDF file of a generated Fulcrum report.
Action
Find RecordReturns one Fulcrum record by its ID, with its field values and location.
Action
Find RecordsReturns Fulcrum records, optionally filtered by form, project and created or updated time.
Action
Generate PDF ReportGenerates a PDF report for a Fulcrum record, optionally from a report template.
Action
Get FormReturns one Fulcrum form (app) with its fields.
Action
Get ProjectReturns one Fulcrum project by its ID.
Action
List FormsReturns the forms (apps) in your Fulcrum organization.
Action
List ProjectsReturns the projects in your Fulcrum organization.
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
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
HubSpot to RefersionHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to RefersionSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to RefersionSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
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
Fulcrum and Refersion, answered
What can start an automation from Fulcrum?
Any of Fulcrum's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Refersion when something happens in Fulcrum?
Any of Refersion's 12 actions, including Update Conversion Status, Find an Affiliate, Generate Affiliate Tracking Link and Get Affiliate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Refersion to Fulcrum?
Refersion has no triggers in the catalog today, so automations start in Fulcrum. 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 Fulcrum 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 Fulcrum 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.