# Connect Orderspace to Piriod When **New Customer** fires in [Orderspace](https://apiant.ai/connections/orderspace), your agent runs **Add customer** in [Piriod](https://apiant.ai/connections/piriod). Describe the whole flow and it is built, tested on every scenario and kept running. Orderspace **10** triggers Orderspace **19** actions Piriod **23** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Orderspace and Piriod to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Orderspace can start in Piriod - When **New Customer** in Orderspace then **Add customer** in Piriod - When **New Dispatch** in Orderspace then **Add contact** in Piriod 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 Orderspace and Piriod ## Triggers and actions 10 triggers · 42 actions - Trigger **New Customer** Triggers when a new customer is created in Orderspace. - Trigger **New Dispatch** Triggers when items on an Orderspace order are dispatched. - Trigger **New Invoice** Triggers when an invoice is created in Orderspace. - Trigger **New Order** Triggers when a new order is placed in Orderspace. - Trigger **New Payment** Triggers when a payment is made or recorded on an Orderspace invoice. - Trigger **New Product** Triggers when a new product is created in Orderspace. - Trigger **Updated Customer** Triggers when a customer is updated in Orderspace, returning the customer record with the updates applied. - Trigger **Updated Inventory Level** Triggers when the stock on hand or available quantity of a product variant changes in Orderspace. - Trigger **Updated Order** Triggered when an order is changed. Watches the 200 most recently created orders. - Trigger **Updated Product** Triggers when a product is updated in Orderspace, returning the product with the updates applied. - Action **Add invoice** Creates an invoice in Orderspace for one or more of a customer's orders. - Action **Add product** Creates a new product with its variants, prices and categories in Orderspace. - Action **Create Customer** Creates a new customer (a company that places orders) in Orderspace, with its buyer login, contact emails and address. - Action **Create Dispatch** Creates a dispatch for an order, marking the given items as shipped and reducing stock on hand. The order becomes fulfilled once all its items are dispatched. - Action **Create Order** Creates an order for an existing customer, with product, custom and shipping lines. - Action **Delete customer** Deletes a customer from your Orderspace site. - Action **Delete order** Deletes an order in Orderspace. - Action **Delete product** Deletes a product (and its variants) from your Orderspace catalog. - Action **Get customer** Returns a single Orderspace customer by its ID, including buyers, addresses, email addresses and assigned price list, payment terms and customer group. - Action **Get dispatch** Returns a single dispatch (the fulfilled items of an order) by its ID, including shipping address and dispatch lines. - Action **Get invoice** Returns a single invoice by its ID, including its lines, orders, billing address and payments. - Action **Get order** Returns a single Orderspace order by its ID, including customer details, addresses, order lines and totals. - Action **Get product** Returns a single product by its ID, including its variants, prices, categories and images. - Action **List customers** Returns a list of customers, most recently created first, optionally filtered by company name, buyer email, status, reference, payment terms, group or price list. - Action **List inventory levels** Returns stock levels (on hand and available quantities) for product variants, optionally filtered by product, SKU, or created/updated date. - Action **List orders** Returns orders from your Orderspace site, most recently created first, optionally filtered by date, number, status, reference, customer or standing order. - Action **Update customer** Updates an existing Orderspace customer. Fields left blank keep their current values. - Action **Update Inventory Level** Sets the on-hand or available stock quantity for a product variant, identified by its SKU. - Action **Update product** Updates an existing product in Orderspace, including its details, variants, categories and images. Fields left blank stay unchanged. - Action **Add contact** Creates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders. - Action **Add coupon** Creates a discount coupon in Piriod that can be applied to invoices or invoice lines. - Action **Add credit note** Creates a draft credit note that adjusts an existing invoice. - Action **Add customer** Creates a customer in Piriod with their name, address, country and billing preferences. - Action **Add invoice** Creates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it. - Action **Add payment** Creates a payment in Piriod, optionally applied to an invoice, customer or subscription. - Action **Add product** Creates a product in Piriod, which plans can then be priced under. - Action **Add subscription** Creates a recurring subscription for a customer, billing one or more plans on a schedule. - Action **Add usage** Records a usage quantity against a metered subscription line in Piriod. - Action **Cancel subscription** Cancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead. - Action **Delete customer** Deletes a customer, or archives it when it has invoices, subscriptions or payment history. - Action **Finalize invoice** Finalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice. - Action **Get coupon** Returns a single coupon by its id, including its discount amount, duration and status. - Action **Get credit note** Returns a single credit note, including its lines, amounts and status. - Action **Get customer** Returns a single customer by its id, including address, tax details, contacts, payment sources and balance totals. - Action **Get invoice** Returns a single invoice by its id, including its lines, totals, status and linked payments. - Action **Get subscription** Returns a subscription by its id, including its customer, plan lines, addons, billing dates and status. - Action **List payments** Returns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date. - Action **List products** Returns the products in your Piriod workspace, optionally filtered by name or plan. - Action **List usages** Returns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity. - Action **Update customer** Updates an existing Piriod customer, changing only the details you fill in. - Action **Update invoice** Updates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated. - Action **Update subscription** Updates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. Only the fields you fill in are changed. ## Each app on its own - [ **Orderspace** Orderspace is the easy way to take wholesale orders online](https://apiant.ai/connections/orderspace) - [ **Piriod** Subscription management & recurring billing](https://apiant.ai/connections/piriod) Reviews ## What our customers say ## More from Orderspace - [ **Orderspace to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/orderspace-to-salesforce) - [ **Orderspace to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/orderspace-to-slack) - [ **Orderspace to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/orderspace-to-stripe) - [ **Orderspace to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/orderspace-to-shopify) - [ **Orderspace to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/orderspace-to-quickbooks-online) - [ **Orderspace to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/orderspace-to-pipedrive) ## More into Piriod - [ **HubSpot to Piriod** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-piriod) - [ **Salesforce to Piriod** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-piriod) - [ **Slack to Piriod** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-piriod) - [ **Google Sheets to Piriod** Google Sheets](https://apiant.ai/connect/google-sheets-to-piriod) - [ **Gmail to Piriod** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-piriod) - [ **Google Calendar to Piriod** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-piriod) Questions ## Orderspace and Piriod, answered ### ### What can start an automation from Orderspace? Any of Orderspace's 10 triggers in the catalog, including New Customer, New Dispatch, New Invoice and New Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Piriod when something happens in Orderspace? Any of Piriod's 23 actions, including Update customer, Update invoice, Update subscription and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Piriod to Orderspace? Piriod has no triggers in the catalog today, so automations start in Orderspace. If you need the other direction, ask: your agent reads Piriod's API documentation and adds it. ### ### Do I have to build a connector for Orderspace or Piriod? 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. ### ### 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.