--- title: "Connect Partnero to SmartSuite - APIANT.ai" description: "When \"Customer Created\" fires in Partnero, your agent runs \"Update Record\" in SmartSuite." canonical: "https://apiant.ai/connect/partnero-to-smartsuite" --- # Connect Partnero to SmartSuite When **Customer Created** fires in [Partnero](https://apiant.ai/connections/partnero), your agent runs **Update Record** in [SmartSuite](https://apiant.ai/connections/smartsuite). Describe the whole flow and it is built, tested on every scenario and kept running. Partnero **8** triggers Partnero **12** actions SmartSuite **9** 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 SmartSuite 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 Partnero can start in SmartSuite - When **Customer Created** in Partnero then **Update Record** in SmartSuite - When **Customer Updated** in Partnero 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 Partnero and SmartSuite ## Triggers and actions 8 triggers · 21 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. - Action **Add Comment** Adds a comment (or a reply to an existing comment) to a SmartSuite record, optionally assigning it to a member. - Action **Delete Record** Deletes a record from a SmartSuite table, moving it to the Solution's trash. - Action **Find a Record in SmartSuite** Finds 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 SmartSuite** Finds all records in a SmartSuite Table matching a field condition and returns them as line items. - Action **Get Record** Returns a single record from a SmartSuite table, with all of its field values. - Action **List Comments** Returns the comments on a SmartSuite record, table or solution. - Action **List Solutions** Returns every Solution in the connected SmartSuite workspace. - Action **List Tables** Returns the tables in your SmartSuite workspace, optionally limited to one solution. - Action **Update Record** Updates the fields you set on an existing SmartSuite record, leaving every other field unchanged. ## 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) - [ **SmartSuite** SmartSuite is transforming how organizations get work done by providing a collaborative Work Management...](https://apiant.ai/connections/smartsuite) Reviews ## What our customers say ## More from Partnero - [ **Partnero to Frontegg** Customer identity and access management platform providing authentication, SSO, and user management APIs for...](https://apiant.ai/connect/partnero-to-frontegg) - [ **Partnero to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/partnero-to-salesforce) - [ **Partnero to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/partnero-to-slack) - [ **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) ## More into SmartSuite - [ **HubSpot to SmartSuite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-smartsuite) - [ **Salesforce to SmartSuite** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-smartsuite) - [ **Slack to SmartSuite** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-smartsuite) - [ **Google Sheets to SmartSuite** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-smartsuite) - [ **Gmail to SmartSuite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-smartsuite) - [ **Google Calendar to SmartSuite** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-smartsuite) Questions ## Partnero and SmartSuite, 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 SmartSuite when something happens in Partnero? 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 Partnero? SmartSuite has no triggers in the catalog today, so automations start in Partnero. 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 Partnero 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 Partnero 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.