Integration
Connect Space Invoices / Apollo to Kiflo PRM
When New Document fires in Space Invoices / Apollo, your agent runs Add Partner to Existing Deal in Kiflo PRM. 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 Space Invoices / Apollo and Kiflo PRM to do together?
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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 Space Invoices / Apollo can start in Kiflo PRM
When New Document in Space Invoices / Apollo
then Add Partner to Existing Deal in Kiflo PRM
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 Space Invoices / Apollo and Kiflo PRM
Triggers and actions 1 trigger · 49 actions
- New Document
Fires when a new document (invoice, estimate, credit note, advance invoice or delivery note) is created.
- Add customer
Create a customer.
- Add item
Create a catalog item/product.
- Add payment
Record a payment against an invoice.
- Create Document
Creates a new invoice document in Space Invoices. Totals, taxes and numbering are calculated by Space Invoices.
- Find customers by criteria
Search customers with filter/search query params.
- Get customer
Retrieve a customer by id.
- Get invoice
Retrieve an invoice by id.
- List items
Lists catalog items.
- Update customer
Update a customer by id.
- Accept a Partner Application
Accepts a pending partner application, which turns the applicant into a partner, and returns the updated application. Can also give the partner access to the Kiflo partner portal.
- Accept Deal
Accepts a deal in Kiflo and sets its status to Accepted, optionally adding a note.
- Accept Lead
Accepts a lead in Kiflo and sets its status to Accepted, optionally adding a note.
- Add Partner to Existing Deal
Adds a partner with a specific role to an existing deal, making the deal available to that partner in their partner portal. Returns the new deal partner record.
- Associate Customer to Deal
Links a customer to an existing deal — either an existing customer by ID, or a new customer created from the details you supply.
- Convert Lead to Customer
Converts a lead into a customer and marks the lead as Converted, returning the updated lead.
- Convert Lead to Deal
Converts a lead into a deal and sets the lead's status to Converted. Returns the updated lead, including the id of the new deal.
- Create Attachment
Downloads a file from a URL and attaches it to a Kiflo partner, deal, lead, note, payout, customer or collaboration.
- Create Channel Conflict
Records a channel conflict detected in an external source, such as your CRM, and makes it visible in Kiflo. Returns the created channel conflict.
- Create Contact
Creates a new contact in Kiflo with the contact properties you provide. Contacts must be associated with deals to be visible.
- Create Customer
Creates a new customer in Kiflo, with your customer properties, and optionally associates it with a partner.
- Create Deal
Creates a new deal in Kiflo, optionally linking a contact, partners and custom deal properties.
- Create Lead
Creates a lead in Kiflo, optionally assigning it to a partner or recording the partner who sourced it.
- Create Note
Creates a note on an existing partner, lead, deal, customer or payout in Kiflo.
- Create Partner
Creates a new partner in Kiflo, optionally with its main contact, group, program level, onboarding stage and payout details.
- Create Reward
Creates a reward for a partner in Kiflo, such as a gift card or coupon.
- Create Transaction
Creates a transaction in Kiflo for an existing customer, optionally linked to a partner and a deal, and returns the new transaction.
- Find a Certification
Returns the certifications defined in your Kiflo account whose name contains the text you specify.
- Find a Contact
Returns the contacts whose chosen property exactly matches the value you specify.
- Find a Customer
Returns the customers that match a condition on a customer field or custom property, newest first.
- Find a Deal
Returns the deals that match a condition you choose, such as a status, partner, customer, amount or custom property, newest first, along with the total number of matches.
- Find a Lead
Returns the leads that match a search condition, newest first, along with the total number of matches.
- Find a Partner
Returns the partners that match a search on a partner field or one of your own partner properties, such as name, status or main contact email.
- Find a Partner Application
Returns the partner applications that match a partner name, team member email, status or partner.
- Find a Partner Team Member
Returns the partner team members that match an email address, a partner, or both.
- Find a Payout
Returns the payouts that match a condition you choose, such as a status, partner, amount or date, newest first.
- Find a Transaction
Returns the transactions that match the search conditions you set, newest first, with the total number of matches.
- Give a Certification
Gives a certification to a partner team member and returns the resulting certification record, including its status and expiration date.
- Invite Team Member
Sends a partner team member an email inviting them to join the partner portal, and returns the team member with their invitation link. No email goes out if the team member was already invited.
- Pay Payout
Marks a validated payout as paid in Kiflo and returns the updated payout. This records the payment and does not move any money.
- Refuse Deal
Refuses a deal in Kiflo and sets its status to Refused, optionally adding a note. Returns the refused deal.
- Refuse Lead
Refuses a lead in Kiflo and sets its status to Refused, optionally adding a note. Returns the updated lead.
- Reject a Partner Application
Rejects a partner application that is still pending, so the applicant does not become a partner. Returns the rejected application.
- Start Partner Onboarding
Starts onboarding for a partner by moving them into the chosen onboarding pipeline, optionally at a specific stage. Returns the updated partner.
- Update Customer
Updates an existing customer in Kiflo, changing only the properties, status, source or partner you supply. Returns the updated customer.
- Update Deal
Updates an existing deal in Kiflo, changing only the details you supply, and returns the updated deal.
- Update Lead
Updates an existing lead's deadline, currency, assigned partner contact, owner and properties, and returns the updated lead.
- Update Partner
Updates an existing partner in Kiflo. Only the values you supply change; everything else on the partner stays as it is.
- Update Payout
Updates the name and properties of an existing payout. Properties left blank are not changed. Returns the updated payout.
- Validate Payout
Validates a payout, optionally asking the partner to validate all its rewards and/or attach an invoice. Returns the validated payout.
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
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Questions
Space Invoices / Apollo and Kiflo PRM, answered
What can start an automation from Space Invoices / Apollo?
Any of Space Invoices / Apollo's 1 trigger in the catalog, including New Document. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Kiflo PRM when something happens in Space Invoices / Apollo?
Any of Kiflo PRM's 40 actions, including Create Attachment, Create Channel Conflict, Create Contact and Create Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kiflo PRM to Space Invoices / Apollo?
Kiflo PRM has no triggers in the catalog today, so automations start in Space Invoices / Apollo. If you need the other direction, ask: your agent reads Kiflo PRM's API documentation and adds it.
Do I have to build a connector for Space Invoices / Apollo or Kiflo PRM?
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 Space Invoices / Apollo and Kiflo PRM 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.