Integration
Connect NotePM and PartnerStack
When New Comment fires in NotePM, your agent runs Create Deal in PartnerStack, or New Application Event in PartnerStack to Create Comment in NotePM. 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 NotePM 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 NotePM and PartnerStack can do together
From NotePM to PartnerStack
When New Comment in NotePM
then Create Deal in PartnerStack
When New Note in NotePM
then Create Lead in PartnerStack
From PartnerStack to NotePM
When New Application Event in PartnerStack
then Create Comment in NotePM
When New Customer Event in PartnerStack
then Create Note in NotePM
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 NotePM and PartnerStack
Triggers and actions 11 triggers · 30 actions
Trigger
New CommentTriggers when a new comment is added to a NotePM page.
Trigger
New NoteTriggers when a new note is created in your NotePM team.
Trigger
New PageTriggers when a new page is created in NotePM.
Trigger
New Page or Updated PageTriggers when a NotePM page is created or updated.
Action
Archive NoteArchives a NotePM note.
Action
Create CommentAdds a comment to a NotePM page.
Action
Create FolderCreates a folder in a NotePM note.
Action
Create NoteCreates a note in your NotePM team.
Action
Create PageCreates a page in a NotePM note.
Action
Create TagCreates a tag in NotePM.
Action
Delete NoteDeletes a NotePM note.
Action
Delete PageDeletes a NotePM page.
Action
Get NoteReturns one NotePM note by its note code, including its name, description, scope and members.
Action
Get PageReturns one NotePM page with its title, body and tags.
Action
Get UserReturns one NotePM user by user code.
Action
List FoldersReturns the folders in a NotePM note.
Action
List NotesReturns the notes in your NotePM team.
Action
List TagsReturns the tags in your NotePM team with their page counts.
Action
List UsersReturns the users in your NotePM team.
Action
Search PagesSearches NotePM pages by text, note or tag.
Action
Update NoteUpdates a NotePM note's name, description or scope.
Action
Update PageUpdates a NotePM page's title or body.
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.
Action
Update PartnershipUpdates a partnership, such as moving the partner to another group or tier or changing their manager.
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
NotePM and PartnerStack, answered
What can start an automation from NotePM?
Any of NotePM's 4 triggers in the catalog, including New Comment, New Note, New Page and New Page or Updated Page. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PartnerStack when something happens in NotePM?
Any of PartnerStack's 12 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 NotePM?
Yes. When something happens in PartnerStack, your agent can act in NotePM too. This page covers both directions: PartnerStack's triggers and NotePM's actions are listed here as well.
Do I have to build a connector for NotePM 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 NotePM 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.