Integration
Connect LeadSimple and Partial.ly
When Call Completed fires in LeadSimple, your agent runs Create a Customer in Partial.ly, or New Customer in Partial.ly to Update Contact in LeadSimple. 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 LeadSimple 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 LeadSimple and Partial.ly can do together
From LeadSimple to Partial.ly
When Call Completed in LeadSimple
then Create a Customer in Partial.ly
From Partial.ly to LeadSimple
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 LeadSimple and Partial.ly
Triggers and actions 7 triggers · 24 actions
- Call Completed
Triggers when a new call is completed.
- Lead Changes Tags
Triggers when a lead's tags change.
- Lead Created
Triggers when a new lead is created.
- Lead Is Reassigned
Triggers when a lead is reassigned.
- Create Call
Creates a Call in your account
- Get Lead
Gets a Lead in your account by ID.
- Search Contact
Searches a contact in your account by name, phone number or email address.
- Search Property
Searches a Property in your account by name or address.
- Search Unit
Searches the units on the property by the Unit Number
- Search User
Searches a user in your account by name or email address.
- Update Contact
Updates a Contact in your account.
- Update Lead
Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
- Update Property
Updates a Property.
- Update Unit
Updates a Unit.
- New Customer
Triggers when a new customer is created in Partial.ly.
- New Payment Plan (Polling)
Triggers when a new payment plan is created in Partial.ly.
- New Refund
Triggers when a payment is refunded in Partial.ly.
- Add a Line Item
Adds a line item to a Partial.ly payment plan.
- Create a Customer
Creates a customer in Partial.ly and returns the new customer record.
- Delete a Payment Plan
Deletes a Partial.ly payment plan.
- Find a Payment Plan
Returns one Partial.ly payment plan by ID.
- Find Customers
Searches Partial.ly customers by name or email and returns the matches.
- Get a Customer
Returns one Partial.ly customer by ID.
- Get an Offer
Returns one Partial.ly offer (payment plan template) by ID.
- Get a Payment
Returns one Partial.ly payment by ID.
- List Payment Plans
Returns Partial.ly payment plans, optionally filtered by status or customer.
- List Payments
Returns Partial.ly payments, optionally for one payment plan.
- Refund a Payment
Refunds all or part of a Partial.ly payment and returns the refund.
- Send Plan Request Email
Emails the customer a request to open the payment plan.
- Update a Customer
Updates an existing Partial.ly customer and returns the updated record.
- Update a Payment Plan
Updates 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
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Questions
LeadSimple and Partial.ly, answered
What can start an automation from LeadSimple?
Any of LeadSimple's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Changes Tags and Lead Is Reassigned. 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 LeadSimple?
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 LeadSimple?
Yes. When something happens in Partial.ly, your agent can act in LeadSimple too. This page covers both directions: Partial.ly's triggers and LeadSimple's actions are listed here as well.
Do I have to build a connector for LeadSimple 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 LeadSimple 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.