# Connect Partnero to Workflowy When **Customer Created** fires in [Partnero](https://apiant.ai/connections/partnero), your agent runs **Create Bullet** in [Workflowy](https://apiant.ai/connections/workflowy). Describe the whole flow and it is built, tested on every scenario and kept running. Partnero **8** triggers Partnero **12** actions Workflowy **10** 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 Workflowy 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 can start in Workflowy - When **Customer Created** in Partnero then **Create Bullet** in Workflowy - When **Customer Updated** in Partnero then **Update a bullet** in Workflowy 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 Workflowy ## Triggers and actions 8 triggers · 22 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 **Complete a bullet** Marks an existing Workflowy bullet as complete. Give it the bullet's ID; Workflowy checks the bullet off in place. - Action **Create Bullet** Creates a new bullet in Workflowy, optionally under a parent bullet, with its text, note, layout and position. - Action **Delete a bullet** Deletes a bullet from Workflowy by its ID, along with anything nested under it. - Action **Export all bullets** Returns the entire Workflowy outline for the account — every bullet with its text, note and nested children. Workflowy allows one export per minute. - Action **Get a bullet** Returns one Workflowy bullet by its ID, including its text, note, parent, completion state and timestamps. - Action **List bullets** Lists Workflowy bullets — the children of a given bullet, or the top-level bullets when no parent is given. - Action **List targets** Lists the saved target locations in Workflowy — the places this connection is allowed to add bullets to. - Action **Move a bullet** Moves a Workflowy bullet under a different parent bullet, optionally at a specific position among its new siblings. - Action **Uncomplete a bullet** Un-checks a completed Workflowy bullet, putting it back to not-done. - Action **Update a bullet** Updates an existing Workflowy bullet's text, note or layout. Anything left blank is left as it is. ## 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) - [ **Workflowy** Workflowy is the place to collect your ideas, develop them, share them, and turn them into reality.](https://apiant.ai/connections/workflowy) 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 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) - [ **Partnero to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/partnero-to-pipedrive) ## More into Workflowy - [ **Twist to Workflowy** Twist keeps your conversations on-topic and in one place.](https://apiant.ai/connect/twist-to-workflowy) - [ **HubSpot to Workflowy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workflowy) - [ **Salesforce to Workflowy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workflowy) - [ **Slack to Workflowy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workflowy) - [ **Google Sheets to Workflowy** Google Sheets](https://apiant.ai/connect/google-sheets-to-workflowy) - [ **Gmail to Workflowy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workflowy) Questions ## Partnero and Workflowy, 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 Workflowy when something happens in Partnero? Any of Workflowy's 10 actions, including Create Bullet, Update a bullet, Complete a bullet and Export all bullets. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Workflowy to Partnero? Workflowy has no triggers in the catalog today, so automations start in Partnero. If you need the other direction, ask: your agent reads Workflowy's API documentation and adds it. ### ### Do I have to build a connector for Partnero or Workflowy? 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.