Integration
Connect Referral Factory and Rev
When New Due Reward fires in Referral Factory, your agent runs Get Order in Rev, or New Caption in Rev to Create Lead in Referral Factory. 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 Referral Factory and Rev 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 Referral Factory and Rev can do together
From Referral Factory to Rev
When New Due Reward in Referral Factory
then Get Order in Rev
When New Referrer in Referral Factory
then List Orders in Rev
From Rev to Referral Factory
When New Caption in Rev
then Create Lead in Referral Factory
When New Order in Rev
then Update Lead in Referral Factory
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 Referral Factory and Rev
Triggers and actions 7 triggers · 27 actions
Trigger
New Due RewardTriggers when a reward becomes due.
Trigger
New ReferrerTriggers when a new referrer joins any campaign.
Trigger
New UserTriggers when a new referred lead joins any campaign.
Trigger
Reward IssuedTriggers when a reward is issued.
Action
Add New UserCreates a referrer in a campaign and returns their unique referral link.
Action
Cancel Due RewardCancels a reward that is due.
Action
Create LeadCreates a referred lead in a campaign, attributed to the referrer you identify by ID, code or email.
Action
Delete LeadDeletes a lead.
Action
Delete ReferrerDeletes a referrer.
Action
Get CampaignReturns one campaign by ID, including its name, status and URL.
Action
Get goalReturns a single goal (a milestone a lead can reach in a campaign), optionally with its campaign.
Action
Get LeadReturns one referred lead by ID, including its campaign, referrer and qualification date.
Action
Get ReferrerReturns one referrer by ID, including their referral link.
Action
Issue Due RewardIssues a reward that is due.
Action
List CampaignsReturns all campaigns in the account.
Action
List due rewardsReturns all rewards that are currently due across every campaign in your Referral Factory account.
Action
List GoalsReturns the goals defined across all campaigns.
Action
List issued rewardsReturns the rewards that have been issued to referrers across all your campaigns.
Action
List leadsReturns all leads (people invited by your referrers) across your Referral Factory campaigns.
Action
List referrersReturns all referrers in your Referral Factory account across every campaign.
Action
Qualify User With CodeMarks a lead, identified by its referral code, as qualified or unqualified.
Action
Qualify User With EmailMarks a lead, identified by email within a campaign, as qualified or unqualified.
Action
Update LeadUpdates a lead's name, email or custom fields.
Action
Update Lead GoalMarks a goal as reached or not reached for a lead identified by ID, code, or email plus campaign.
Action
Update ReferrerUpdates a referrer's name, email or custom fields.
Trigger
New CaptionTriggers when a caption order is completed and its captions are delivered.
Trigger
New OrderTriggers when a new order is placed in your Rev account.
Trigger
New TranscriptTriggers when a transcription order is completed and its transcript is delivered.
Action
Cancel OrderCancels a Rev order. Only orders that work has not started on can be canceled.
Action
Delete Order DataDeletes the files and data Rev stores for an order.
Action
Get AttachmentReturns details of one order attachment: a source media file, transcript or caption file.
Action
Get OrderReturns one Rev order with its status, attachments (media, transcripts, captions) and comments.
Action
List OrdersReturns a page of your Rev orders, newest first, with each order's number, status and price.
Action
List WorkspacesReturns the Rev workspaces you belong to, with their IDs and names.
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 Referral Factory
Referral Factory to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Referral Factory to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Referral Factory to StripeStripe is a payment processing platform for online businesses.
Referral Factory to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Referral Factory to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Referral Factory to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Rev
HubSpot to RevHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RevGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RevGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RevGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RevGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RevMailchimp marketing automation and email platform.
Questions
Referral Factory and Rev, answered
What can start an automation from Referral Factory?
Any of Referral Factory's 4 triggers in the catalog, including New Due Reward, New Referrer, New User and Reward Issued. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Rev when something happens in Referral Factory?
Any of Rev's 6 actions, including Get Attachment, Get Order, List Orders and List Workspaces. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rev to Referral Factory?
Yes. When something happens in Rev, your agent can act in Referral Factory too. This page covers both directions: Rev's triggers and Referral Factory's actions are listed here as well.
Do I have to build a connector for Referral Factory or Rev?
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 Referral Factory and Rev 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.