Integration
Connect Partial.ly to SmartSuite
When New Customer fires in Partial.ly, your agent runs Update Record in SmartSuite. 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 SmartSuite 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 can start in SmartSuite
When New Customer in Partial.ly
then Update Record in SmartSuite
When New Payment Plan (Polling) in Partial.ly
then Find a Record in SmartSuite in SmartSuite
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 SmartSuite
Triggers and actions 3 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.
Action
Add CommentAdds a comment (or a reply to an existing comment) to a SmartSuite record, optionally assigning it to a member.
Action
Delete RecordDeletes a record from a SmartSuite table, moving it to the Solution's trash.
Action
Find a Record in SmartSuiteFinds the first record in a SmartSuite table whose chosen field matches the value you give, and returns it.
Action
Find Many Records (As Line Items) in SmartSuiteFinds all records in a SmartSuite Table matching a field condition and returns them as line items.
Action
Get RecordReturns a single record from a SmartSuite table, with all of its field values.
Action
List CommentsReturns the comments on a SmartSuite record, table or solution.
Action
List SolutionsReturns every Solution in the connected SmartSuite workspace.
Action
List TablesReturns the tables in your SmartSuite workspace, optionally limited to one solution.
Action
Update RecordUpdates the fields you set on an existing SmartSuite record, leaving every other field unchanged.
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 SmartSuite
HubSpot to SmartSuiteHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SmartSuiteSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SmartSuiteSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SmartSuiteGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SmartSuiteGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SmartSuiteGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Partial.ly and SmartSuite, 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 SmartSuite when something happens in Partial.ly?
Any of SmartSuite's 9 actions, including Update Record, Add Comment, Find a Record in SmartSuite and Find Many Records (As Line Items) in SmartSuite. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SmartSuite to Partial.ly?
SmartSuite has no triggers in the catalog today, so automations start in Partial.ly. If you need the other direction, ask: your agent reads SmartSuite's API documentation and adds it.
Do I have to build a connector for Partial.ly or SmartSuite?
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 SmartSuite 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.