--- title: "Connect Simplero to Persona - APIANT.ai" description: "When \"New Purchase\" fires in Simplero, your agent runs \"List Events\" in Persona." canonical: "https://apiant.ai/connect/simplero-to-persona" --- # Connect Simplero to Persona When **New Purchase** fires in [Simplero](https://apiant.ai/connections/simplero), your agent runs **List Events** in [Persona](https://apiant.ai/connections/persona). Describe the whole flow and it is built, tested on every scenario and kept running. Simplero **2** triggers Simplero **14** actions Persona **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Simplero and Persona to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Simplero can start in Persona - When **New Purchase** in Simplero then **List Events** in Persona - When **Tag Added to Contact** in Simplero then **Add Account** in Persona 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 Simplero and Persona ## Triggers and actions 2 triggers ยท 19 actions - Trigger **New Purchase** Triggers when a new purchase is made in Simplero. - Trigger **Tag Added to Contact** Triggers when a tag is added to a Simplero contact. - Action **Create or Update Contact** Creates a Simplero contact, or updates the existing contact with that email. - Action **Find Contact by Email** Finds Simplero contacts by email address. - Action **Get Contact** Returns one Simplero contact by ID. - Action **Issue Points for a Contact** Issues points (credits) to a Simplero contact. - Action **List Automations** Returns the automations in your Simplero account. - Action **List Lists** Returns the email lists in your Simplero account. - Action **List Products** Returns the products in your Simplero account. - Action **List Tags** Returns the tags in your Simplero account. - Action **Remove Subscription From a List** Unsubscribes a Simplero contact from an email list. - Action **Remove Tag From Contact** Removes a tag from a Simplero contact. - Action **Start an Automation for Existing Customer** Starts a Simplero automation for an existing contact. - Action **Subscribe to a List** Subscribes a Simplero contact to an email list. - Action **Tag Existing Contact** Adds a tag to an existing Simplero contact. - Action **Update Contact** Updates a Simplero contact's name, email or phone number. - Action **Add Account** Create a new Account. - Action **Get Account** Fetches a Persona Account by ID. An error occurs if the Account is not found. - Action **List Accounts** Returns a list of your organization's Persona accounts, most recently created first, optionally filtered by reference ID. - Action **List Events** Returns all events in your Persona organization, most recent first, optionally filtered by event name, object id or event id. - Action **Update Account** Updates an existing Persona Account by ID. ## Each app on its own - [ **Simplero** Integrated software for info marketing and online courses.](https://apiant.ai/connections/simplero) - [ **Persona** Identity verification API for KYC checks, document verification, and fraud prevention workflows.](https://apiant.ai/connections/persona) Reviews ## What our customers say ## More from Simplero - [ **Simplero to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/simplero-to-slack) - [ **Simplero to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/simplero-to-stripe) - [ **Simplero to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/simplero-to-trello) - [ **Simplero to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/simplero-to-zoom) - [ **Simplero to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/simplero-to-twilio) - [ **Simplero to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/simplero-to-typeform) ## More into Persona - [ **Gravity Forms to Persona** Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.](https://apiant.ai/connect/gravity-forms-to-persona) - [ **Salesmate to Persona** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connect/salesmate-to-persona) - [ **HubSpot to Persona** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-persona) - [ **Salesforce to Persona** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-persona) - [ **Slack to Persona** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-persona) - [ **Google Sheets to Persona** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-persona) Questions ## Simplero and Persona, answered ### ### What can start an automation from Simplero? Any of Simplero's 2 triggers in the catalog, including New Purchase and Tag Added to Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Persona when something happens in Simplero? Any of Persona's 5 actions, including Update Account, Add Account, Get Account and List Accounts. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Persona to Simplero? Persona has no triggers in the catalog today, so automations start in Simplero. If you need the other direction, ask: your agent reads Persona's API documentation and adds it. ### ### Do I have to build a connector for Simplero or Persona? 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 Simplero and Persona 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.