# Connect Partnero and Slack When **Customer Created** fires in [Partnero](https://apiant.ai/connections/partnero), your agent runs **Send Direct Message** in [Slack](https://apiant.ai/connections/slack), or **New Channel** in Slack to **Create a New Customer** in Partnero. Describe the whole flow and it is built, tested on every scenario and kept running. Partnero **8** triggers Partnero **12** actions Slack **15** triggers Slack **60** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Partnero and Slack 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 Partnero and Slack can do together ### From Partnero to Slack - When **Customer Created** in Partnero then **Send Direct Message** in Slack - When **Customer Updated** in Partnero then **Send Ephemeral Message** in Slack ### From Slack to Partnero - When **New Channel** in Slack then **Create a New Customer** in Partnero - When **New Channel Member** in Slack then **Update Existing Customer** in Partnero 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 Partnero and Slack ## Triggers and actions 23 triggers · 72 actions - Trigger **Customer Created** Triggers when a new customer is created in Partnero. - Trigger **Customer Deleted** Triggers when a customer is deleted in Partnero. - Trigger **Customer Updated** Triggers when a customer is updated in your Partnero program. - Trigger **Partner Created** Triggers when a new partner is created in your Partnero program. - Trigger **Partner Deleted** Triggers when a partner is deleted from your Partnero program. - Trigger **Partner Updated** Triggers when a partner is updated in your Partnero program. - Trigger **Transaction Created** Triggers when a new transaction is recorded in your Partnero program. - Trigger **Transaction Deleted** Triggers when a transaction is deleted (refunded) in Partnero. - Action **Archive Partner** Archives (soft-deletes) a partner so they lose portal access; the partner can be restored later. - Action **Create a New Customer** Creates a customer in your Partnero affiliate program and attributes them to a partner for commission tracking. - Action **Create a New Partner** Creates a new affiliate partner in your Partnero program and returns the partner record, including its referral link. - Action **Create a New Transaction** Records a sales transaction for a customer so Partnero calculates the referring partner's commission. Can optionally create the customer in the same call. - Action **Delete Existing Customer** Deletes an existing customer from your Partnero program by their customer key. - Action **Delete Existing Partner** Deletes an existing partner from your Partnero program. - Action **Delete Existing Transaction** Deletes an existing transaction in your Partnero program by its key. - Action **Find Partner** Finds a partner in your Partnero program by partner ID and returns their details, referral statistics, commissions and referral links. - Action **Get Transaction** Returns a single transaction by its key. - Action **Restore Partner** Restores a previously archived partner and reactivates their portal access. - Action **Update Existing Customer** Updates an existing customer's name, email, key or tags in your Partnero program. - Action **Update Existing Partner** Updates an existing partner's name, email, password, referral key or tags in your Partnero program. - Trigger **New Channel** Triggers when a new channel is created in the workspace. - Trigger **New Channel (instant)** Triggers when a new channel is created (Slack event channel_created). - Trigger **New Channel Member** Triggers when a member joins a chosen channel (Slack event member_joined_channel). - Trigger **New File (instant)** Triggers when a new file is uploaded to the workspace (Slack event file_created). - Trigger **New Mention (instant)** Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter. - Trigger **New Message Posted to Channel** Triggers when a message is posted to a chosen channel (Slack event message.channels). - Trigger **New Message Posted to Private Channel** Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim). - Trigger **New Pinned Item** Triggers when an item is pinned in a channel. - Trigger **New Public Message Posted Anywhere** Triggers when a message is posted to any public channel (Slack event message.channels). - Trigger **New Reaction Added** Triggers when an emoji reaction is added to a message (Slack event reaction_added). - Trigger **New Saved Message** Triggers when a message or file is saved (starred) (Slack event star_added). - Trigger **New Team Custom Emoji** Triggers when a custom emoji is added to the workspace (Slack event emoji_changed). - Trigger **New Thread Reply** Triggers when a new reply is added to a message thread. - Trigger **New User** Triggers when a new user joins the workspace. Polling; deduped by user id. - Trigger **New User (instant)** Triggers when a new user joins the workspace (Slack event team_join). - Action **Add Bookmark** Add a bookmark to a channel. - Action **Add Reaction** Add an emoji reaction to a message. - Action **Add Star** Save a message or file by starring it. - Action **Archive Channel** Archive a channel. - Action **Complete Reminder** Mark a reminder as complete. - Action **Create Canvas** Create a standalone canvas document. - Action **Create Channel** Create a new public or private channel. - Action **Create Channel Canvas** Create a canvas attached to a channel. - Action **Create Reminder** Create a reminder for a user at a specified time. - Action **Delete Canvas** Delete a canvas. - Action **Delete File** Delete a file from the workspace. - Action **Delete Message** Delete a message from a channel by timestamp. - Action **Delete Reminder** Delete a reminder. - Action **Delete Scheduled Message** Cancel a scheduled message before it is sent. - Action **Edit Bookmark** Edit an existing channel bookmark. - Action **Edit Canvas** Edit the content of a canvas. - Action **Find Channel by Name** List channels filtered to locate a channel by name (client filters the returned list). - Action **Find User by Email** Look up a Slack user by their email address. - Action **Get Channel Messages** Fetch the message history of a channel. - Action **Get File Info** Get information about a file. - Action **Get Message Permalink** Get a permanent link to a specific message. - Action **Get Message Reactions** Get the emoji reactions on a message. - Action **Get Team Info** Get information about the workspace. - Action **Get Thread Replies** Get the replies in a message thread. - Action **Get User Info** Get profile information for a Slack user by ID. - Action **Get User Presence** Get a user's current presence status. - Action **Get User Profile** Get a user's profile fields. - Action **Invite User to Channel** Invite one or more users to a channel (comma-separated user IDs). - Action **Join Channel** Join a public channel. - Action **Leave Channel** Leave a channel. - Action **List Bookmarks** List the bookmarks in a channel. - Action **List Channel Members** List the members of a channel. - Action **List Channels** List channels in the workspace (public and private). - Action **List Custom Emojis** List the workspace's custom emojis. - Action **List Files** List files in the workspace, optionally filtered by channel or user. - Action **List Pinned Items** List the items pinned in a channel. - Action **List Scheduled Messages** List messages scheduled to be sent later. - Action **List User Groups** List the workspace's user groups. - Action **List Users** List all users in the workspace. - Action **List User's Channels** List the channels a user is a member of. - Action **Mark Channel Read** Set the read cursor position in a channel. - Action **Pin Message** Pin a message to a channel. - Action **Remove Bookmark** Remove a bookmark from a channel. - Action **Remove Reaction** Remove an emoji reaction from a message. - Action **Remove Star** Remove a star from a message or file. - Action **Remove User from Channel** Remove a member from a channel. - Action **Rename Channel** Rename a channel. - Action **Schedule Message** Schedule a message to be sent to a channel at a future Unix time. - Action **Search Files** Search files across the workspace. - Action **Search Messages** Search messages across the workspace. - Action **Send Direct Message** Open a DM with a user and post a message to it. - Action **Send Ephemeral Message** Send a message in a channel that is visible only to one user. - Action **Send Message** Post a message to a channel, private group, or DM. - Action **Set Channel Purpose** Set the purpose (description) for a channel. - Action **Set Channel Topic** Set the topic for a channel. - Action **Set User Presence** Set the authenticated user's presence status. - Action **Unarchive Channel** Restore an archived channel. - Action **Unpin Message** Remove a pinned message from a channel. - Action **Update Message** Update an existing message in a channel by timestamp. - Action **Upload File** Upload a file and share it to one or more channels. ## Each app on its own - [ **Partnero** Partnero is a partnership management software with a focus on customizable program settings & partner...](https://apiant.ai/connections/partnero) - [ **Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connections/slack) Reviews ## What our customers say ## More from Partnero - [ **Partnero to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/partnero-to-salesforce) - [ **Partnero to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/partnero-to-stripe) - [ **Partnero to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/partnero-to-shopify) - [ **Partnero to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/partnero-to-quickbooks-online) - [ **Partnero to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/partnero-to-pipedrive) - [ **Partnero to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/partnero-to-trello) ## More into Slack - [ **Salesforce to Slack** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-slack) - [ **Google Calendar to Slack** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-slack) - [ **Mailchimp to Slack** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-slack) - [ **Stripe to Slack** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-slack) - [ **Shopify to Slack** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-slack) - [ **Notion to Slack** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-slack) Questions ## Partnero and Slack, answered ### ### What can start an automation from Partnero? Any of Partnero's 8 triggers in the catalog, including Customer Created, Customer Updated, Partner Created and Partner Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Slack when something happens in Partnero? Any of Slack's 60 actions, including Create Canvas, Create Channel, Create Channel Canvas and Create Reminder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Slack to Partnero? Yes. When something happens in Slack, your agent can act in Partnero too. This page covers both directions: Slack's triggers and Partnero's actions are listed here as well. ### ### Do I have to build a connector for Partnero or Slack? 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.