Integration
Connect noCRM.io and Partial.ly
When Lead Status Changed fires in noCRM.io, your agent runs Create a Customer in Partial.ly, or New Customer in Partial.ly to Create Lead in noCRM.io. 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 noCRM.io 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 noCRM.io and Partial.ly can do together
From noCRM.io to Partial.ly
When Lead Status Changed in noCRM.io
then Create a Customer in Partial.ly
When New Client Folder in noCRM.io
then Send Plan Request Email in Partial.ly
From Partial.ly to noCRM.io
When New Customer in Partial.ly
then Create Lead in noCRM.io
When New Payment Plan (Polling) in Partial.ly
then Assign Lead in noCRM.io
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 noCRM.io and Partial.ly
Triggers and actions 11 triggers · 30 actions
Trigger
Lead Status ChangedTriggers when a specific status of the lead is changed.
Trigger
New Client FolderTriggers when a client folder is created.
Trigger
New Deleted LeadTriggers when a lead is deleted. This trigger only works for Expert edition and above .
Trigger
New LeadTriggers when a lead is created.
Trigger
New Lead AssignedTriggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
Trigger
New Lead CommentTriggers when a lead is comment on. This trigger only works for Expert edition and above .
Trigger
New Lead Content or Title ChangedTriggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .
Trigger
New ProspectTriggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .
Action
Add AttachmentAdd an attachment to a lead
Action
Add CommentCreate a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Add TagsCreate a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Assign LeadAssign the lead to a user
Action
Call Simplified APICall our simplified API to interact with your data
Action
Change Lead's TitleChange the title of a lead
Action
Change StatusChange the status of a lead to Standby, Won, Cancelled or Lost
Action
Change StepChange the step of a lead
Action
Create LeadCreates a new lead.
Action
Create ProspectCreate a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
Action
Delete LeadMoves a lead to the trash.
Action
Find LeadFinds a lead from an email address.
Action
Get LeadLook up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.
Action
Log an ActivityLog an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Set Amount and ProbabilitySet the amount and the probability of a lead
Action
Set the Estimated Closing DateSet the estimated closing date on a lead
Trigger
New CustomerTriggers when a new customer is created in Partial.ly.
Trigger
New Payment Plan (Polling)Triggers when a new payment plan is created in Partial.ly.
Trigger
New RefundTriggers when a payment is refunded in Partial.ly.
Action
Add a Line ItemAdds a line item to a Partial.ly payment plan.
Action
Create a CustomerCreates a customer in Partial.ly and returns the new customer record.
Action
Delete a Payment PlanDeletes a Partial.ly payment plan.
Action
Find a Payment PlanReturns one Partial.ly payment plan by ID.
Action
Find CustomersSearches Partial.ly customers by name or email and returns the matches.
Action
Get a CustomerReturns one Partial.ly customer by ID.
Action
Get an OfferReturns one Partial.ly offer (payment plan template) by ID.
Action
Get a PaymentReturns one Partial.ly payment by ID.
Action
List Payment PlansReturns Partial.ly payment plans, optionally filtered by status or customer.
Action
List PaymentsReturns Partial.ly payments, optionally for one payment plan.
Action
Refund a PaymentRefunds all or part of a Partial.ly payment and returns the refund.
Action
Send Plan Request EmailEmails the customer a request to open the payment plan.
Action
Update a CustomerUpdates an existing Partial.ly customer and returns the updated record.
Action
Update a Payment PlanUpdates 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
noCRM.io and Partial.ly, answered
What can start an automation from noCRM.io?
Any of noCRM.io's 8 triggers in the catalog, including Lead Status Changed, New Client Folder, New Deleted Lead and New Lead. 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 noCRM.io?
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 noCRM.io?
Yes. When something happens in Partial.ly, your agent can act in noCRM.io too. This page covers both directions: Partial.ly's triggers and noCRM.io's actions are listed here as well.
Do I have to build a connector for noCRM.io 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 noCRM.io 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.