Integration
Connect Refersion and ServiceM8
When New Affiliate fires in Refersion, your agent runs Add company contact in ServiceM8, or New Job in ServiceM8 to Update Conversion Status in Refersion. 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 Refersion and ServiceM8 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 Refersion and ServiceM8 can do together
From Refersion to ServiceM8
When New Affiliate in Refersion
then Add company contact in ServiceM8
From ServiceM8 to Refersion
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 Refersion and ServiceM8
Triggers and actions 4 triggers · 35 actions
- New Affiliate
Triggers when a new affiliate signs up or is added.
- New Conversion
Triggers when a new conversion is recorded.
- Delete Affiliate
Deletes an affiliate.
- Delete Offer
Deletes an offer.
- Find an Affiliate
Finds an affiliate by email address, name or affiliate code.
- Generate Affiliate Tracking Link
Returns a tracking link for an affiliate, optionally to a specific URL.
- Get Affiliate
Returns the affiliate with a given affiliate code.
- Get Conversion
Returns one conversion's details.
- List Affiliates
Returns affiliates, optionally filtered by status, search text or offer.
- List Clicks
Returns affiliate link clicks in a date range.
- List Conversions
Returns conversions, optionally filtered by status, affiliate, order or date.
- List Offers
Returns the account's offers.
- Search Orders
Searches orders that can be credited to an affiliate.
- Update Conversion Status
Changes a conversion's status, e.g. approve or deny it.
- Job Queued
Triggers when a Job is assigned to a Queue.
- New Job
Triggers when a new job is created.
- Add attachment
Uploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary.
- Add company contact
Creates a new contact person on a ServiceM8 client (company), such as a billing or job contact.
- Add job allocation
Allocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window.
- Add job material
Adds a material line item to a ServiceM8 job, with quantity, pricing and tax details.
- Add job payment
Records a payment against a ServiceM8 job, with its amount, method, date and optional note.
- Add note
Adds a note to a job, client or other ServiceM8 record.
- Create Client
Creates a new client (company) record in ServiceM8.
- Create Job
Creates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID.
- Delete client
Deletes (archives) a client in ServiceM8.
- Delete job
Deletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later.
- Get attachment
Returns the details of a single file attachment (photo, PDF or other file) by its UUID.
- Get client
Returns one ServiceM8 client (company) record by its UUID, including its name, address and billing details.
- Get job
Returns a single ServiceM8 job by its UUID, including its status, client, address and totals.
- Get Job Allocation
Returns a single job allocation — which staff member a job is allocated to, its window, dates and status.
- List clients
Returns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter.
- List job materials
Returns the materials (line items) recorded on jobs, optionally filtered, for example to a single job.
- List job payments
Returns the payments recorded against jobs, optionally filtered (for example to a single job).
- List Job Queues
Returns the job queues set up in the ServiceM8 account.
- List jobs
Returns the jobs in your ServiceM8 account, optionally narrowed by a filter.
- List notes
Returns the notes in your ServiceM8 account, optionally filtered and sorted.
- List staff members
Returns the staff members in your ServiceM8 account, optionally narrowed by a filter.
- Update client
Updates an existing client (company) in ServiceM8. Only the fields you fill in are changed.
- Update job
Updates an existing job in ServiceM8, changing only the fields you fill in.
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 Refersion
Refersion to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Refersion to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Refersion to StripeStripe is a payment processing platform for online businesses.
Refersion to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Refersion to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Refersion to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into ServiceM8
HubSpot to ServiceM8HubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ServiceM8Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ServiceM8Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ServiceM8Google Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ServiceM8Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Refersion and ServiceM8, answered
What can start an automation from Refersion?
Any of Refersion's 2 triggers in the catalog, including New Affiliate and New Conversion. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ServiceM8 when something happens in Refersion?
Any of ServiceM8's 23 actions, including Create Client, Create Job, Update client and Update job. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ServiceM8 to Refersion?
Yes. When something happens in ServiceM8, your agent can act in Refersion too. This page covers both directions: ServiceM8's triggers and Refersion's actions are listed here as well.
Do I have to build a connector for Refersion or ServiceM8?
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 Refersion and ServiceM8 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.