Integration
Connect PartnerStack and Ploomes
When New Application Event fires in PartnerStack, your agent runs Add contact in Ploomes, or New contact in Ploomes to Create Deal in PartnerStack. 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 PartnerStack and Ploomes 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 PartnerStack and Ploomes can do together
From PartnerStack to Ploomes
When New Application Event in PartnerStack
then Add contact in Ploomes
From Ploomes to PartnerStack
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 PartnerStack and Ploomes
Triggers and actions 10 triggers · 30 actions
- New Application Event
Triggers when a partner application is submitted or changes (for example, approved or declined).
- New Customer Event
Triggers when a customer is created or updated in your PartnerStack program.
- New Deal Event
Triggers when a deal is created or updated (for example, its stage, amount or close date changes).
- New Lead Event
Triggers when a lead is created or updated (for example, approved, declined or closed).
- New Partnership Event
Triggers when a partnership is created or updated in your PartnerStack program.
- New Reward Event
Triggers when a reward is created or changes (for example, declined, restored or updated).
- New Transaction Event
Triggers when a transaction is recorded or changes.
- Create Action
Records an action a partner or customer performed (for example, posted in a forum), creating any reward tied to that action.
- Create Deal
Creates a new deal attributed to the partner who registered it.
- Create Lead
Creates a new lead attributed to the partner who referred it.
- Create Partner
Creates a new partner (partnership) in your PartnerStack program and optionally emails them an invitation.
- Create Transaction
Records a customer payment transaction so the referring partner is rewarded.
- Find Customer
Looks up a customer by their customer key (or email) and returns their details.
- Find Lead
Looks up a lead by its lead key and returns its details.
- Find Partner
Finds a partner by their email address and returns the matching partnership.
- Update Customer
Updates an existing customer's details, such as their name, email, or payment provider key.
- Update Deal
Updates an existing deal, such as its stage, amount, or close date.
- Update Lead
Updates an existing lead, such as its status, approval, or amount.
- New contact
Triggers when a new contact (person or company) is created in Ploomes.
- New deal
Triggers when a new deal is created in Ploomes.
- New task
Triggers when a new task is created in Ploomes.
- Add contact
Creates a contact (a person or a company) in Ploomes and returns the new contact record.
- Add deal
Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.
- Add interaction record
Creates an interaction record (a note, call or email log) on a Ploomes contact or deal.
- Add product
Creates a product in your Ploomes account and returns the new product.
- Add quote
Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.
- Add task
Creates a task in Ploomes, optionally linked to a contact or deal.
- Delete contact
Deletes a contact (person or company) from your Ploomes account.
- Delete deal
Deletes a deal from your Ploomes account.
- Find contacts by criteria
Returns the Ploomes contacts (people and companies) that match the criteria you give.
- Find deals by criteria
Returns the deals that match the criteria you give, such as a title, stage or customer.
- Find interaction records by criteria
Returns the interaction records (activity history entries) that match the criteria you give.
- Find tasks by criteria
Returns the tasks that match the criteria you specify, such as title, contact or deal.
- Finish task
Marks a Ploomes task as finished.
- Get quote
Returns a single quote (proposal) by its ID, including its custom field values.
- Lose deal
Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.
- Update contact
Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed.
- Update deal
Updates an existing deal in Ploomes. Only the fields you fill in are changed.
- Update task
Updates an existing task in Ploomes. Only the fields you fill in are changed.
- Win deal
Marks a Ploomes deal as won and returns the updated deal.
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
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Questions
PartnerStack and Ploomes, answered
What can start an automation from PartnerStack?
Any of PartnerStack's 7 triggers in the catalog, including New Application Event, New Customer Event, New Deal Event and New Lead Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Ploomes when something happens in PartnerStack?
Any of Ploomes's 19 actions, including Update contact, Update deal, Update task and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ploomes to PartnerStack?
Yes. When something happens in Ploomes, your agent can act in PartnerStack too. This page covers both directions: Ploomes's triggers and PartnerStack's actions are listed here as well.
Do I have to build a connector for PartnerStack or Ploomes?
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 PartnerStack and Ploomes 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.