--- title: "Connect Paid Memberships Pro to Retently - APIANT.ai" description: "When \"Membership Level Changed\" fires in Paid Memberships Pro, your agent runs \"Create or Update Customer\" in Retently." canonical: "https://apiant.ai/connect/paid-memberships-pro-to-retently" --- # Connect Paid Memberships Pro to Retently When **Membership Level Changed** fires in [Paid Memberships Pro](https://apiant.ai/connections/paid-memberships-pro), your agent runs **Create or Update Customer** in [Retently](https://apiant.ai/connections/retently). Describe the whole flow and it is built, tested on every scenario and kept running. Paid Memberships Pro **2** triggers Paid Memberships Pro **13** actions Retently **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Paid Memberships Pro and Retently 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 Paid Memberships Pro can start in Retently - When **Membership Level Changed** in Paid Memberships Pro then **Create or Update Customer** in Retently - When **Order Added or Updated** in Paid Memberships Pro then **Resubscribe customer** in Retently 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 Paid Memberships Pro and Retently ## Triggers and actions 2 triggers · 29 actions - Trigger **Membership Level Changed** Triggers when a user's membership level is changed, returning the member's user details and the new level, status and modified date. - Trigger **Order Added or Updated** Triggers when an order is added in Paid Memberships Pro, or when one of the 50 most recent orders changes (for example its status or total). - Action **Add discount code** Creates a discount code in Paid Memberships Pro, or updates it if the code already exists, and returns the discount code record. - Action **Cancel a User's Membership Level** Cancels a specific membership level for a member, identified by user ID or email. - Action **Change a User's Membership Level** Changes a member's membership level, identified by user ID or email, and can create the WordPress user if they don't exist. Use level 0 to cancel their membership. - Action **Create a Membership Level Object** Creates a new membership level on your Paid Memberships Pro site, including its pricing, billing cycle, trial and expiration settings. - Action **Delete membership level** Deletes a membership level, removing all members from it and cancelling their subscriptions at the payment gateway. The site must allow DELETE requests on the Paid Memberships Pro REST API. - Action **Get discount code** Returns a discount code, including its usage limits, dates and level pricing, looked up by its code value. - Action **Get membership level** Returns a membership level's full details, including pricing, billing cycle and expiration settings. - Action **Get order** Returns a membership order, including billing details, totals, payment gateway and status, by its order code. - Action **Get user's membership level** Returns the current membership level of a WordPress user, looked up by user ID or email. - Action **List membership levels** Returns all membership levels on your Paid Memberships Pro site, including inactive levels. - Action **List recent orders** Returns the most recently added or updated membership orders on your site, newest first. - Action **List user's membership levels** Returns every membership level a member currently holds, looked up by their WordPress user ID or email address. - Action **Update membership level** Updates an existing membership level's name, pricing, billing cycle, trial and expiration settings, and returns the updated level. - Action **Apply Tag to Response** Adds a tag to a survey response. - Action **Apply Topic to Response** Adds a topic to a survey response. - Action **Create or Update Customer** Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties. - Action **Delete Customer** Deletes a customer and all their associated data from Retently, identified by email address. - Action **Find Company** Finds a Retently company by its website domain (or company ID) and returns its full record. - Action **Find Customer by Email** Returns up to 20 Retently customers that match the specified email address. - Action **Get campaign report** Returns NPS/CX score and response-volume report data for a campaign over a date range. - Action **Get Company** Fetches a company by ID. An error occurs if the company is not found. - Action **Get Customer** Fetches a customer by ID. An error occurs if the customer is not found. - Action **Get feedback** Retrieves a single survey response (feedback) by its Retently ID. - Action **Get latest score** Returns the most recent NPS/CX score snapshot for the account or a given campaign. - Action **List Campaigns** Lists the survey campaigns in the Retently account. - Action **List Companies** Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts. - Action **List Customers** Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter. - Action **Resubscribe customer** Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app. - Action **Unsubscribe Customer** Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message. ## Each app on its own - [ **Paid Memberships Pro** PMPro plugin helps you start, manage, & grow a membership site on WordPress.](https://apiant.ai/connections/paid-memberships-pro) - [ **Retently** Retently helps you measure customer satisfaction via NPS, CSAT, and CES surveys.](https://apiant.ai/connections/retently) Reviews ## What our customers say ## More from Paid Memberships Pro - [ **Paid Memberships Pro to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/paid-memberships-pro-to-salesforce) - [ **Paid Memberships Pro to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/paid-memberships-pro-to-slack) - [ **Paid Memberships Pro to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/paid-memberships-pro-to-stripe) - [ **Paid Memberships Pro to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/paid-memberships-pro-to-shopify) - [ **Paid Memberships Pro to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/paid-memberships-pro-to-quickbooks-online) - [ **Paid Memberships Pro to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/paid-memberships-pro-to-pipedrive) ## More into Retently - [ **HubSpot to Retently** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-retently) - [ **Salesforce to Retently** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-retently) - [ **Slack to Retently** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-retently) - [ **Google Sheets to Retently** Google Sheets](https://apiant.ai/connect/google-sheets-to-retently) - [ **Gmail to Retently** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-retently) - [ **Google Calendar to Retently** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-retently) Questions ## Paid Memberships Pro and Retently, answered ### ### What can start an automation from Paid Memberships Pro? Any of Paid Memberships Pro's 2 triggers in the catalog, including Membership Level Changed and Order Added or Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Retently when something happens in Paid Memberships Pro? Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Retently to Paid Memberships Pro? Retently has no triggers in the catalog today, so automations start in Paid Memberships Pro. If you need the other direction, ask: your agent reads Retently's API documentation and adds it. ### ### Do I have to build a connector for Paid Memberships Pro or Retently? 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 Paid Memberships Pro and Retently 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.