Integration
Connect FunnelCockpit and Refersion
When New CRM Contact fires in FunnelCockpit, your agent runs Update Conversion Status in Refersion, or New Affiliate in Refersion 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 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)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 Refersion can do together
From FunnelCockpit to Refersion
When New CRM Contact in FunnelCockpit
then Update Conversion Status in Refersion
From Refersion to 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 Refersion
Triggers and actions 6 triggers · 16 actions
- New CRM Contact
Triggers when a new contact is added to the selected FunnelCockpit CRM, optionally limited to one lead group.
- New Email Contact
Triggers when a new email contact is added to your FunnelCockpit email marketing list.
- New Survey Result
Triggers when a new result is submitted to the selected FunnelCockpit survey.
- New Webinar Viewer
Triggers when a new viewer registers for the selected webinar.
- Create or Update CRM Contact
Creates a contact in a FunnelCockpit CRM, or updates the existing contact with the same email address, optionally adding it to lead groups.
- Create or Update Email Contact
Creates a new email contact in FunnelCockpit, or updates the existing contact with the same email address.
- Create Webinar Viewer
Registers a person as a viewer of a FunnelCockpit webinar for a chosen start date.
- Get Webinar Dates
Returns the upcoming scheduled dates for a webinar.
- New Affiliate
Triggers when a new affiliate signs up or is added.
- New Conversion
Triggers when a new conversion is recorded.
- Delete Affiliate
Deletes an affiliate.
- Delete Offer
Deletes an offer.
- Find an Affiliate
Finds an affiliate by email address, name or affiliate code.
- Generate Affiliate Tracking Link
Returns a tracking link for an affiliate, optionally to a specific URL.
- Get Affiliate
Returns the affiliate with a given affiliate code.
- Get Conversion
Returns one conversion's details.
- List Affiliates
Returns affiliates, optionally filtered by status, search text or offer.
- List Clicks
Returns affiliate link clicks in a date range.
- List Conversions
Returns conversions, optionally filtered by status, affiliate, order or date.
- List Offers
Returns the account's offers.
- Search Orders
Searches orders that can be credited to an affiliate.
- Update Conversion Status
Changes 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
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 Refersion
Google Drive to RefersionGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RefersionMailchimp marketing automation and email platform.
Questions
FunnelCockpit and Refersion, 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 Refersion when something happens in FunnelCockpit?
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 FunnelCockpit?
Yes. When something happens in Refersion, your agent can act in FunnelCockpit too. This page covers both directions: Refersion's triggers and FunnelCockpit's actions are listed here as well.
Do I have to build a connector for FunnelCockpit 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 FunnelCockpit 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.