Integration
Connect Karlia and PartnerStack
When New Contact fires in Karlia, your agent runs Create Deal in PartnerStack, or New Application Event in PartnerStack to Create Event in Karlia. 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 Karlia and PartnerStack 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 Karlia and PartnerStack can do together
From Karlia to PartnerStack
When New Contact in Karlia
then Create Deal in PartnerStack
When New Equipment in Karlia
then Create Lead in PartnerStack
From PartnerStack to Karlia
When New Application Event in PartnerStack
then Create Event in Karlia
When New Customer Event in PartnerStack
then Create Customer in Karlia
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 Karlia and PartnerStack
Triggers and actions 28 triggers · 50 actions
Trigger
Delete EquipmentTriggers when an equipement is deleted.
Trigger
Delete EventTriggers when an event is deleted.
Trigger
Delete NoteTriggers when a note is deleted.
Trigger
Delete OpportunityTriggers when an opportunity is deleted.
Trigger
Delete ProductTriggers when a product is deleted.
Trigger
Delete ProjectTriggers when a project is deleted.
Trigger
Delete Project SubtaskTriggers when a project subtask is deleted.
Trigger
Delete Project TaskTriggers when a project task is deleted.
Trigger
Delete TaskTriggers when a task is deleted.
Trigger
Delete TicketTriggers when a ticket is deleted.
Trigger
Delete TimeTriggers when a time is deleted.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New EquipmentTriggers when a new equipment is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New ProductTriggers when a new product is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Project SubtaskTriggers when a new project subtask is created.
Trigger
New Project TaskTriggers when a new project task is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
New TicketTriggers when a new ticket is created.
Trigger
New TimeTriggers when a new time is created.
Action
Create ContactAdds a new contact to a Karlia customer or supplier.
Action
Create CustomerCreate a Customer.
Action
Create EquipmentCreate a Equipment.
Action
Create EventCreate an Event.
Action
Create NoteCreates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.
Action
Create OpportunityCreate an Opportunity.
Action
Create ProductCreate a Product.
Action
Create Project SubtaskCreates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.
Action
Create Project TaskCreates a task inside a Karlia project.
Action
Create SupplierCreate a Supplier.
Action
Create TaskCreate a Task.
Action
Create TicketCreates a ticket in a Karlia ticketing pipeline.
Action
Create TimeCreate a Time.
Action
Delete EquipmentDeletes a piece of equipment from Karlia.
Action
Delete EventDelete an event (calendar appointment) in Karlia.
Action
Delete NoteDelete a note in Karlia by its ID.
Action
Delete OpportunityDeletes an opportunity.
Action
Delete ProductDelete a product in Karlia.
Action
Delete ProjectDelete a project in Karlia.
Action
Delete Project SubtaskDeletes a subtask from a project task in Karlia.
Action
Delete Project TaskDeletes a task from a Karlia project.
Action
Delete TaskDelete a task in Karlia.
Action
Delete TicketDeletes a ticket in Karlia by its ID.
Action
Delete TimeDelete a time entry in Karlia.
Action
Find ContactReturns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).
Action
Find CustomerReturns the Karlia customers that match the search criteria you supply, plus the first match on its own.
Action
Find SupplierReturns the Karlia suppliers that match the specified search criteria.
Action
Get ContactShow contact details
Action
Get CustomerShow customer details
Action
Get OpportunityShow opportunity details
Action
Get ProductShow product details
Action
Get Project SubtaskReturns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.
Action
Get SupplierShow supplier details
Action
Get TicketRetrieve one Karlia ticket by its ID.
Action
Get TimeGet one time entry from Karlia by its ID.
Action
List ProjectsLists the projects in your Karlia account.
Action
List Project TasksLists the tasks of one Karlia project.
Action
List Webhook EventsLists the event names a Karlia webhook can subscribe to.
Action
Update/Create CustomerUpdates a Karlia customer when a Customer ID is given; otherwise creates a new customer.
Trigger
New Application EventTriggers when a partner application is submitted or changes (for example, approved or declined).
Trigger
New Customer EventTriggers when a customer is created or updated in your PartnerStack program.
Trigger
New Deal EventTriggers when a deal is created or updated (for example, its stage, amount or close date changes).
Trigger
New Lead EventTriggers when a lead is created or updated (for example, approved, declined or closed).
Trigger
New Partnership EventTriggers when a partnership is created or updated in your PartnerStack program.
Trigger
New Reward EventTriggers when a reward is created or changes (for example, declined, restored or updated).
Trigger
New Transaction EventTriggers when a transaction is recorded or changes.
Action
Create ActionRecords an action a partner or customer performed (for example, posted in a forum), creating any reward tied to that action.
Action
Create DealCreates a new deal attributed to the partner who registered it.
Action
Create LeadCreates a new lead attributed to the partner who referred it.
Action
Create PartnerCreates a new partner (partnership) in your PartnerStack program and optionally emails them an invitation.
Action
Create TransactionRecords a customer payment transaction so the referring partner is rewarded.
Action
Find CustomerLooks up a customer by their customer key (or email) and returns their details.
Action
Find LeadLooks up a lead by its lead key and returns its details.
Action
Find PartnerFinds a partner by their email address and returns the matching partnership.
Action
Update CustomerUpdates an existing customer's details, such as their name, email, or payment provider key.
Action
Update DealUpdates an existing deal, such as its stage, amount, or close date.
Action
Update LeadUpdates an existing lead, such as its status, approval, or amount.
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
Karlia and PartnerStack, answered
What can start an automation from Karlia?
Any of Karlia's 21 triggers in the catalog, including New Contact, New Equipment, New Opportunity and New Product. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PartnerStack when something happens in Karlia?
Any of PartnerStack's 11 actions, including Create Action, Create Deal, Create Lead and Create Partner. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PartnerStack to Karlia?
Yes. When something happens in PartnerStack, your agent can act in Karlia too. This page covers both directions: PartnerStack's triggers and Karlia's actions are listed here as well.
Do I have to build a connector for Karlia or PartnerStack?
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 Karlia and PartnerStack 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.