Integration
Connect Referral Factory and SetSmart
When New Due Reward fires in Referral Factory, your agent runs Send Template Message to Existing Contact in SetSmart, or New Lead in SetSmart 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 SetSmart 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 SetSmart can do together
From Referral Factory to SetSmart
When New Due Reward in Referral Factory
then Send Template Message to Existing Contact in SetSmart
From SetSmart to 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 SetSmart
Triggers and actions 10 triggers · 35 actions
- New Due Reward
Triggers when a reward becomes due.
- New Referrer
Triggers when a new referrer joins any campaign.
- New User
Triggers when a new referred lead joins any campaign.
- Reward Issued
Triggers when a reward is issued.
- Add New User
Creates a referrer in a campaign and returns their unique referral link.
- Cancel Due Reward
Cancels a reward that is due.
- Create Lead
Creates a referred lead in a campaign, attributed to the referrer you identify by ID, code or email.
- Delete Lead
Deletes a lead.
- Delete Referrer
Deletes a referrer.
- Get Campaign
Returns one campaign by ID, including its name, status and URL.
- Get goal
Returns a single goal (a milestone a lead can reach in a campaign), optionally with its campaign.
- Get Lead
Returns one referred lead by ID, including its campaign, referrer and qualification date.
- Get Referrer
Returns one referrer by ID, including their referral link.
- Issue Due Reward
Issues a reward that is due.
- List Campaigns
Returns all campaigns in the account.
- List due rewards
Returns all rewards that are currently due across every campaign in your Referral Factory account.
- List Goals
Returns the goals defined across all campaigns.
- List issued rewards
Returns the rewards that have been issued to referrers across all your campaigns.
- List leads
Returns all leads (people invited by your referrers) across your Referral Factory campaigns.
- List referrers
Returns all referrers in your Referral Factory account across every campaign.
- Qualify User With Code
Marks a lead, identified by its referral code, as qualified or unqualified.
- Qualify User With Email
Marks a lead, identified by email within a campaign, as qualified or unqualified.
- Update Lead
Updates a lead's name, email or custom fields.
- Update Lead Goal
Marks a goal as reached or not reached for a lead identified by ID, code, or email plus campaign.
- Update Referrer
Updates a referrer's name, email or custom fields.
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Add Tag
Adds one or more tags to a SetSmart contact. Identify the contact by ID, phone or email.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- Import New Contact
Imports a new lead into SetSmart and, unless turned off, sends them a WhatsApp template message. Duplicates are detected by SetSmart.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Remove Tags
Removes one or more tags from a SetSmart contact and returns the tags that remain.
- Send Template Message to Existing Contact
Sends (or schedules) a WhatsApp template message to a SetSmart contact, optionally creating the contact if missing.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Set Lead to Sold
Records a sale on a SetSmart lead, with amount, currency and your own sale ID.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
- Update Custom Fields
Adds, updates or removes custom fields on a SetSmart contact; new values merge with existing ones.
- Update Notes to Existing Contact
Sets the notes on an existing SetSmart contact. Identify the contact by ID, phone or email.
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 SetSmart
HubSpot to SetSmartHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to SetSmartGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SetSmartGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SetSmartGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SetSmartGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Referral Factory and SetSmart, 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 SetSmart when something happens in Referral Factory?
Any of SetSmart's 14 actions, including Send Template Message to Existing Contact, Update Custom Fields, Update Notes to Existing Contact and Add Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SetSmart to Referral Factory?
Yes. When something happens in SetSmart, your agent can act in Referral Factory too. This page covers both directions: SetSmart's triggers and Referral Factory's actions are listed here as well.
Do I have to build a connector for Referral Factory or SetSmart?
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 SetSmart 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.