Integration
Connect ProAbono to Retently
When Event(s) Related to a Customer fires in ProAbono, your agent runs Create or Update Customer in Retently. 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 ProAbono and Retently 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 ProAbono can start in Retently
When Event(s) Related to a Customer in ProAbono
then Create or Update Customer in Retently
When Event(s) Related to a Customer in ProAbono
then Resubscribe customer in Retently
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 ProAbono and Retently
Triggers and actions 1 trigger · 29 actions
Trigger
Event(s) Related to a CustomerTriggers when a customer is created or updated in ProAbono (name, email, status, language or other customer details change).
Action
Anonymize a CustomerAnonymizes a customer in ProAbono, clearing their personal details such as name and email. Returns the anonymized customer.
Action
Bill a CustomerInvoices a customer's current balance right away instead of waiting for the next billing cycle, optionally adding a note to the invoice.
Action
Create a Line in the Customer BalanceAdds a one-time debit or credit line to a customer's balance in ProAbono. The line is invoiced with the customer's next billing.
Action
Create or Update a CustomerCreates a customer in ProAbono, or updates the existing customer that has the same customer reference. Returns the customer record with its customer-portal links.
Action
Get invoiceReturns a single ProAbono invoice by its ID, including its number, state, amounts, customer and links to view or pay it.
Action
List customersReturns the customers in your ProAbono account, optionally only those in one segment or those with an active subscription that includes a given feature.
Action
Retrieve a CustomerReturns a customer by your own customer reference, including their status, segment, metadata and customer portal links.
Action
Retrieve Billing Address of a CustomerReturns the billing address of a customer, looked up by your own customer reference.
Action
Retrieve Full Invoice (PDF)Returns a full invoice by its ID, including its amounts, status and a link to download the invoice PDF.
Action
Retrieve Payment Settings of a CustomerReturns a customer's payment settings: payment type, billing mode, grey-list status, invoice note and next billing date.
Action
Suspend a CustomerSuspends a customer so they can no longer access the customer portal, download invoices, use their payment method or receive emails. Returns the updated customer.
Action
Update Billing Address of a CustomerSets or updates the billing address of a ProAbono customer, and returns the saved address.
Action
Update Payment Settings of a CustomerUpdates a customer's payment settings in ProAbono, such as a manual payment method, billing mode, next billing date or the note shown on their invoices, and returns the saved settings.
Action
Apply Tag to ResponseAdds a tag to a survey response.
Action
Apply Topic to ResponseAdds a topic to a survey response.
Action
Create or Update CustomerCreates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties.
Action
Delete CustomerDeletes a customer and all their associated data from Retently, identified by email address.
Action
Find CompanyFinds a Retently company by its website domain (or company ID) and returns its full record.
Action
Find Customer by EmailReturns up to 20 Retently customers that match the specified email address.
Action
Get campaign reportReturns NPS/CX score and response-volume report data for a campaign over a date range.
Action
Get CompanyFetches a company by ID. An error occurs if the company is not found.
Action
Get CustomerFetches a customer by ID. An error occurs if the customer is not found.
Action
Get feedbackRetrieves a single survey response (feedback) by its Retently ID.
Action
Get latest scoreReturns the most recent NPS/CX score snapshot for the account or a given campaign.
Action
List CampaignsLists the survey campaigns in the Retently account.
Action
List CompaniesReturns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts.
Action
List CustomersReturns the account's customers, optionally narrowed by email, creation date range or a customer property filter.
Action
Resubscribe customerResubscribes a customer that was previously unsubscribed by the account owner via the API or in-app.
Action
Unsubscribe CustomerUnsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message.
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
More from ProAbono
ProAbono to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ProAbono to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ProAbono to StripeStripe is a payment processing platform for online businesses.
ProAbono to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
ProAbono to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
ProAbono to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Retently
HubSpot to RetentlyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to RetentlySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to RetentlySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to RetentlyGoogle Sheets
Gmail to RetentlyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RetentlyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
ProAbono and Retently, answered
What can start an automation from ProAbono?
Any of ProAbono's 1 trigger in the catalog, including Event(s) Related to a Customer. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Retently when something happens in ProAbono?
Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Retently to ProAbono?
Retently has no triggers in the catalog today, so automations start in ProAbono. If you need the other direction, ask: your agent reads Retently's API documentation and adds it.
Do I have to build a connector for ProAbono or Retently?
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 ProAbono and Retently 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.