Integration
Connect Refersion to Trackdesk
When New Affiliate fires in Refersion, your agent runs Create Affiliate in Trackdesk. 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 Trackdesk 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 can start in Trackdesk
When New Affiliate in Refersion
then Create Affiliate in Trackdesk
When New Conversion in Refersion
then Set Affiliate Status in Trackdesk
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 Trackdesk
Triggers and actions 2 triggers · 15 actions
Trigger
New AffiliateTriggers when a new affiliate signs up or is added.
Trigger
New ConversionTriggers when a new conversion is recorded.
Action
Delete AffiliateDeletes an affiliate.
Action
Delete OfferDeletes an offer.
Action
Find an AffiliateFinds an affiliate by email address, name or affiliate code.
Action
Generate Affiliate Tracking LinkReturns a tracking link for an affiliate, optionally to a specific URL.
Action
Get AffiliateReturns the affiliate with a given affiliate code.
Action
Get ConversionReturns one conversion's details.
Action
List AffiliatesReturns affiliates, optionally filtered by status, search text or offer.
Action
List ClicksReturns affiliate link clicks in a date range.
Action
List ConversionsReturns conversions, optionally filtered by status, affiliate, order or date.
Action
List OffersReturns the account's offers.
Action
Search OrdersSearches orders that can be credited to an affiliate.
Action
Update Conversion StatusChanges a conversion's status, e.g. approve or deny it.
Action
Create AffiliateCreates a new affiliate.
Action
List AffiliatesLists affiliates with publicId, email, name, status, tier and sourceId.
Action
Set Affiliate Status
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 Trackdesk
RadiusOS to TrackdeskRadiusOS is an AI-powered CRM for solopreneurs, realtors, and trades.
HubSpot to TrackdeskHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TrackdeskSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TrackdeskSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TrackdeskGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TrackdeskGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Refersion and Trackdesk, 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 Trackdesk when something happens in Refersion?
Any of Trackdesk's 3 actions, including Create Affiliate, List Affiliates and Set Affiliate Status. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Trackdesk to Refersion?
Trackdesk has no triggers in the catalog today, so automations start in Refersion. If you need the other direction, ask: your agent reads Trackdesk's API documentation and adds it.
Do I have to build a connector for Refersion or Trackdesk?
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 Trackdesk 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.