Integration
Connect Invoiced and Refersion
When New Contact fires in Invoiced, your agent runs Update Conversion Status in Refersion, or New Affiliate in Refersion to Create Contact in Invoiced. 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 Invoiced 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 Invoiced and Refersion can do together
From Invoiced to Refersion
When New Contact in Invoiced
then Update Conversion Status in Refersion
From Refersion to Invoiced
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 Invoiced and Refersion
Triggers and actions 13 triggers · 26 actions
- Invoice Paid in Full
Triggers when an invoice is paid in full.
- New Contact
Triggers when a new contact is added to an Invoiced customer.
- New Credit Note
Triggers when a new credit note is created in Invoiced.
- New Customer
Triggers when a new customer is created in Invoiced.
- New Estimate
Triggers when a new estimate is created in Invoiced.
- New Invoice
Triggers when a new invoice is created in Invoiced.
- New Note
Triggers when a new note is added in Invoiced.
- New Payment
Triggers when a new payment is recorded in Invoiced.
- New Subscription
Triggers when a new subscription is created in Invoiced.
- New Task
Triggers when a new collections task is created in Invoiced.
- Subscription Canceled
Triggers when a subscription is canceled in Invoiced.
- Create Contact
Creates a contact on an Invoiced customer.
- Create Credit Balance Adjustment
Adds (or with a negative amount, removes) credit on a customer's credit balance.
- Create Credit Note
Creates a credit note for an Invoiced customer.
- Create Customer
Creates a new customer in Invoiced and returns its ID and customer number.
- Create Estimate
Creates an estimate (quote) for an Invoiced customer.
- Create Invoice
Creates an invoice for an Invoiced customer.
- Create Payment
Records a payment in Invoiced, optionally applied to invoices.
- Create Pending Line Item
Adds a pending line item to a customer, billed on their next invoice.
- Create Subscription
Subscribes an Invoiced customer to a plan.
- Create Task
Creates a collections task for an Invoiced customer.
- Find Credit Note
Finds a credit note by its number and returns the first match.
- Find Estimate
Finds a estimate by its number and returns the first match.
- Find Invoice
Finds a invoice by its number and returns the first match.
- Update Customer
Updates an existing Invoiced customer; only the fields you fill in change.
- 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
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Questions
Invoiced and Refersion, answered
What can start an automation from Invoiced?
Any of Invoiced's 11 triggers in the catalog, including New Contact, New Credit Note, New Customer and New Estimate. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Refersion when something happens in Invoiced?
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 Invoiced?
Yes. When something happens in Refersion, your agent can act in Invoiced too. This page covers both directions: Refersion's triggers and Invoiced's actions are listed here as well.
Do I have to build a connector for Invoiced 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 Invoiced 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.