--- title: "Connect Morgen and Partnero - APIANT.ai" description: "When \"Task Completed or Updated\" fires in Morgen, your agent runs \"Create a New Customer\" in Partnero." canonical: "https://apiant.ai/connect/morgen-to-partnero" --- # Connect Morgen and Partnero When **Task Completed or Updated** fires in [Morgen](https://apiant.ai/connections/morgen), your agent runs **Create a New Customer** in [Partnero](https://apiant.ai/connections/partnero), or **Customer Created** in Partnero to **Create a Task** in Morgen. Describe the whole flow and it is built, tested on every scenario and kept running. Morgen **2** triggers Morgen **5** actions Partnero **8** triggers Partnero **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Morgen and Partnero to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Morgen and Partnero can do together ### From Morgen to Partnero - When **Task Completed or Updated** in Morgen then **Create a New Customer** in Partnero - When **Task Created** in Morgen then **Update Existing Customer** in Partnero ### From Partnero to Morgen - When **Customer Created** in Partnero then **Create a Task** in Morgen - When **Customer Updated** in Partnero then **Update a Task** in Morgen 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 Morgen and Partnero ## Triggers and actions 10 triggers · 17 actions - Trigger **Task Completed or Updated** Triggers when a task is updated or marked as done in Morgen. - Trigger **Task Created** Triggered when a new task is created in Morgen. - Action **Create a Task** Creates a task in Morgen, optionally assigning it to a task list. - Action **Delete a Task** Deletes a task in Morgen. The task is marked as deleted and stops appearing in task lists. - Action **Find a Task** Returns the Morgen tasks whose title matches the title you supply, newest first. - Action **Get a Task** Retrieve a single Morgen task by its ID. - Action **Update a Task** Update fields (title, due date, priority, status, notes, etc.) on an existing Morgen task. - Trigger **Customer Created** Triggers when a new customer is created in Partnero. - Trigger **Customer Deleted** Triggers when a customer is deleted in Partnero. - Trigger **Customer Updated** Triggers when a customer is updated in your Partnero program. - Trigger **Partner Created** Triggers when a new partner is created in your Partnero program. - Trigger **Partner Deleted** Triggers when a partner is deleted from your Partnero program. - Trigger **Partner Updated** Triggers when a partner is updated in your Partnero program. - Trigger **Transaction Created** Triggers when a new transaction is recorded in your Partnero program. - Trigger **Transaction Deleted** Triggers when a transaction is deleted (refunded) in Partnero. - Action **Archive Partner** Archives (soft-deletes) a partner so they lose portal access; the partner can be restored later. - Action **Create a New Customer** Creates a customer in your Partnero affiliate program and attributes them to a partner for commission tracking. - Action **Create a New Partner** Creates a new affiliate partner in your Partnero program and returns the partner record, including its referral link. - Action **Create a New Transaction** Records a sales transaction for a customer so Partnero calculates the referring partner's commission. Can optionally create the customer in the same call. - Action **Delete Existing Customer** Deletes an existing customer from your Partnero program by their customer key. - Action **Delete Existing Partner** Deletes an existing partner from your Partnero program. - Action **Delete Existing Transaction** Deletes an existing transaction in your Partnero program by its key. - Action **Find Partner** Finds a partner in your Partnero program by partner ID and returns their details, referral statistics, commissions and referral links. - Action **Get Transaction** Returns a single transaction by its key. - Action **Restore Partner** Restores a previously archived partner and reactivates their portal access. - Action **Update Existing Customer** Updates an existing customer's name, email, key or tags in your Partnero program. - Action **Update Existing Partner** Updates an existing partner's name, email, password, referral key or tags in your Partnero program. ## Each app on its own - [ **Morgen** Morgen is an all-in-one app for your time management](https://apiant.ai/connections/morgen) - [ **Partnero** Partnero is a partnership management software with a focus on customizable program settings & partner...](https://apiant.ai/connections/partnero) Reviews ## What our customers say ## More from Morgen - [ **Morgen to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/morgen-to-salesforce) - [ **Morgen to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/morgen-to-slack) - [ **Morgen to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/morgen-to-stripe) - [ **Morgen to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/morgen-to-shopify) - [ **Morgen to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/morgen-to-pipedrive) - [ **Morgen to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/morgen-to-notion) ## More into Partnero - [ **HubSpot to Partnero** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-partnero) - [ **Google Sheets to Partnero** Google Sheets](https://apiant.ai/connect/google-sheets-to-partnero) - [ **Gmail to Partnero** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-partnero) - [ **Google Calendar to Partnero** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-partnero) - [ **Google Drive to Partnero** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-partnero) - [ **Mailchimp to Partnero** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-partnero) Questions ## Morgen and Partnero, answered ### ### What can start an automation from Morgen? Any of Morgen's 2 triggers in the catalog, including Task Completed or Updated and Task Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Partnero when something happens in Morgen? Any of Partnero's 12 actions, including Create a New Customer, Create a New Partner, Create a New Transaction and Update Existing Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Partnero to Morgen? Yes. When something happens in Partnero, your agent can act in Morgen too. This page covers both directions: Partnero's triggers and Morgen's actions are listed here as well. ### ### Do I have to build a connector for Morgen or Partnero? 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 Morgen and Partnero 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.