Integration
Connect Partial.ly and SightMill
When New Customer fires in Partial.ly, your agent runs Add phone contact in SightMill, or New Survey in SightMill to Create a Customer in Partial.ly. 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 Partial.ly and SightMill 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 Partial.ly and SightMill can do together
From Partial.ly to SightMill
When New Customer in Partial.ly
then Add phone contact in SightMill
When New Payment Plan (Polling) in Partial.ly
then Send Email Survey in SightMill
From SightMill to Partial.ly
When New Survey in SightMill
then Create a Customer in Partial.ly
When New Survey in SightMill
then Send Plan Request Email in Partial.ly
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 Partial.ly and SightMill
Triggers and actions 4 triggers · 23 actions
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.
Trigger
New SurveyTriggers when a new survey response is recorded in a SightMill project.
Action
Add phone contactAdds a phone contact to a SightMill project so it can receive SMS surveys.
Action
Get email survey responseReturns one email survey's status, score, verbatim comment, respondent email and additional form answers by its Survey ID.
Action
Get SMS survey responseReturns one SMS survey by its ID, including its status, score, written comment, tags and the recipient's phone number.
Action
List contact groupsReturns the contact groups in a SightMill project for the chosen contact category, email or phone.
Action
List email contactsReturns the email contacts in a SightMill project, optionally limited to one contact group.
Action
List phone contactsReturns the phone contacts in a SightMill project, optionally limited to one contact group.
Action
List projectsReturns all active SightMill projects in the account, with each project's name, website and which survey channels are active.
Action
Send Email SurveySends a SightMill email survey to a single email address and returns the ID of the survey that was sent.
Action
Send SMS SurveySends a SightMill SMS survey to a single phone number and returns the ID of the survey that was sent.
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
More from Partial.ly
Partial.ly to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Partial.ly to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Partial.ly to StripeStripe is a payment processing platform for online businesses.
Partial.ly to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Partial.ly to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Partial.ly to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into SightMill
HubSpot to SightMillHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SightMillSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SightMillGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SightMillGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SightMillGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SightMillGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Partial.ly and SightMill, answered
What can start an automation from Partial.ly?
Any of Partial.ly's 3 triggers in the catalog, including New Customer, New Payment Plan (Polling) and New Refund. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SightMill when something happens in Partial.ly?
Any of SightMill's 9 actions, including Send Email Survey, Send SMS Survey, Add phone contact and Get email survey response. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SightMill to Partial.ly?
Yes. When something happens in SightMill, your agent can act in Partial.ly too. This page covers both directions: SightMill's triggers and Partial.ly's actions are listed here as well.
Do I have to build a connector for Partial.ly or SightMill?
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 Partial.ly and SightMill 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.