Integration
Connect FunnelCockpit and Partial.ly
When New CRM Contact fires in FunnelCockpit, your agent runs Create a Customer in Partial.ly, or New Customer in Partial.ly to Create or Update CRM Contact in FunnelCockpit. 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 FunnelCockpit and Partial.ly 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)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 FunnelCockpit and Partial.ly can do together
From FunnelCockpit to Partial.ly
When New CRM Contact in FunnelCockpit
then Create a Customer in Partial.ly
When New Email Contact in FunnelCockpit
then Send Plan Request Email in Partial.ly
From Partial.ly to FunnelCockpit
When New Customer in Partial.ly
then Create or Update CRM Contact in FunnelCockpit
When New Payment Plan (Polling) in Partial.ly
then Create or Update Email Contact in FunnelCockpit
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 FunnelCockpit and Partial.ly
Triggers and actions 7 triggers · 18 actions
Trigger
New CRM ContactTriggers when a new contact is added to the selected FunnelCockpit CRM, optionally limited to one lead group.
Trigger
New Email ContactTriggers when a new email contact is added to your FunnelCockpit email marketing list.
Trigger
New Survey ResultTriggers when a new result is submitted to the selected FunnelCockpit survey.
Trigger
New Webinar ViewerTriggers when a new viewer registers for the selected webinar.
Action
Create or Update CRM ContactCreates a contact in a FunnelCockpit CRM, or updates the existing contact with the same email address, optionally adding it to lead groups.
Action
Create or Update Email ContactCreates a new email contact in FunnelCockpit, or updates the existing contact with the same email address.
Action
Create Webinar ViewerRegisters a person as a viewer of a FunnelCockpit webinar for a chosen start date.
Action
Get Webinar DatesReturns the upcoming scheduled dates for a webinar.
Trigger
New CustomerTriggers when a new customer is created in Partial.ly.
Trigger
New Payment Plan (Polling)Triggers when a new payment plan is created in Partial.ly.
Trigger
New RefundTriggers when a payment is refunded in Partial.ly.
Action
Add a Line ItemAdds a line item to a Partial.ly payment plan.
Action
Create a CustomerCreates a customer in Partial.ly and returns the new customer record.
Action
Delete a Payment PlanDeletes a Partial.ly payment plan.
Action
Find a Payment PlanReturns one Partial.ly payment plan by ID.
Action
Find CustomersSearches Partial.ly customers by name or email and returns the matches.
Action
Get a CustomerReturns one Partial.ly customer by ID.
Action
Get an OfferReturns one Partial.ly offer (payment plan template) by ID.
Action
Get a PaymentReturns one Partial.ly payment by ID.
Action
List Payment PlansReturns Partial.ly payment plans, optionally filtered by status or customer.
Action
List PaymentsReturns Partial.ly payments, optionally for one payment plan.
Action
Refund a PaymentRefunds all or part of a Partial.ly payment and returns the refund.
Action
Send Plan Request EmailEmails the customer a request to open the payment plan.
Action
Update a CustomerUpdates an existing Partial.ly customer and returns the updated record.
Action
Update a Payment PlanUpdates an existing Partial.ly payment plan.
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 FunnelCockpit
FunnelCockpit to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
FunnelCockpit to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
FunnelCockpit to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
FunnelCockpit to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
FunnelCockpit to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
FunnelCockpit to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Partial.ly
HubSpot to Partial.lyHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Partial.lyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Partial.lyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Partial.lyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Partial.lyGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Partial.lyMailchimp marketing automation and email platform.
Questions
FunnelCockpit and Partial.ly, answered
What can start an automation from FunnelCockpit?
Any of FunnelCockpit's 4 triggers in the catalog, including New CRM Contact, New Email Contact, New Survey Result and New Webinar Viewer. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Partial.ly when something happens in FunnelCockpit?
Any of Partial.ly's 14 actions, including Create a Customer, Send Plan Request Email, Update a Customer and Update a Payment Plan. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Partial.ly to FunnelCockpit?
Yes. When something happens in Partial.ly, your agent can act in FunnelCockpit too. This page covers both directions: Partial.ly's triggers and FunnelCockpit's actions are listed here as well.
Do I have to build a connector for FunnelCockpit or Partial.ly?
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 FunnelCockpit and Partial.ly 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.