Integration
Connect Payfunnels to Simpro
When New Payment fires in Payfunnels, your agent runs Create Company Customer in Simpro. 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 Payfunnels and Simpro 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Payfunnels can start in Simpro
When New Payment in Payfunnels
then Create Company Customer in Simpro
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 Payfunnels and Simpro
Triggers and actions 6 triggers · 27 actions
- New Payment
Triggers when a new payment is received.
- New Payment Link
Triggers when a new payment link is created.
- New Subscription
Triggers when a new subscription is created.
- One Time Setup Fees Created
Triggers when a new one-time setup fee is created.
- Payment Failed
Triggers when a payment fails.
- Payment Successful
Triggers when a payment succeeds.
- Delete One-Time Setup Fee
Delete One Time Setup Fees.
- Delete Payment Link
Delete Payment Link.
- Get Default Processing Fee
Get Default Processing Fee.
- Get One-Time Setup Fee
Get One Time Setup Fees by ID.
- Get Payment
Returns payment by Id.
- Get Payment Link
Returns payment link by id.
- Get Processing Fee
Get Processing Fee by ID.
- Get Subscription
Returns subscription by Id.
- List One-Time Setup Fees
List One Time Setup Fees.
- List Payment Links
Returns list of payment links.
- List Payments
Returns list of payments.
- List Processing Fees
List Processing Fees.
- List Subscriptions
Returns list of subscriptions.
- Resume Subscription
Resume Subscription.
- Create Company Customer
Creates a company customer in Simpro and returns its ID.
- Create Contact
Creates a contact in Simpro and returns its ID.
- Create Individual Customer
Creates an individual (person) customer in Simpro and returns its ID.
- Create Site
Creates a site (a customer location) in Simpro and returns its ID.
- Find Company Customer
Finds company customers in Simpro by company name and returns the matches.
- Find Contact
Finds contacts in Simpro by last name and returns the matches.
- Find Individual Customer
Finds individual customers in Simpro by last name and returns the matches.
- Find Job
Finds jobs in Simpro by name and returns the matches.
- Find Quote
Finds quotes in Simpro by name and returns the matches.
- Find Schedule
Finds schedules in Simpro by date (YYYY-MM-DD) and returns the matches.
- Find Site
Finds sites in Simpro by name and returns the matches.
- Update Company Customer
Updates an existing company customer in Simpro.
- Update Job
Updates an existing Simpro job's details.
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
Payfunnels and Simpro, answered
What can start an automation from Payfunnels?
Any of Payfunnels's 6 triggers in the catalog, including New Payment, New Payment Link, New Subscription and One Time Setup Fees Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Simpro when something happens in Payfunnels?
Any of Simpro's 13 actions, including Create Company Customer, Create Contact, Create Individual Customer and Create Site. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Simpro to Payfunnels?
Simpro has no triggers in the catalog today, so automations start in Payfunnels. If you need the other direction, ask: your agent reads Simpro's API documentation and adds it.
Do I have to build a connector for Payfunnels or Simpro?
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 Payfunnels and Simpro 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.