--- title: "Connect Stockpilot to Cardly - APIANT.ai" description: "When \"New Sales Order\" fires in Stockpilot, your agent runs \"Generate order preview\" in Cardly." canonical: "https://apiant.ai/connect/stockpilot-to-cardly" --- # Connect Stockpilot to Cardly When **New Sales Order** fires in [Stockpilot](https://apiant.ai/connections/stockpilot), your agent runs **Generate order preview** in [Cardly](https://apiant.ai/connections/cardly). Describe the whole flow and it is built, tested on every scenario and kept running. Stockpilot **3** triggers Stockpilot **7** actions Cardly **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Stockpilot and Cardly 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 Stockpilot can start in Cardly - When **New Sales Order** in Stockpilot then **Generate order preview** in Cardly - When **Order Fulfillment** in Stockpilot then **Revoke User Access** in Cardly 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 Stockpilot and Cardly ## Triggers and actions 3 triggers · 10 actions - Trigger **New Sales Order** Triggers when a new sales order arrives in Stockpilot (orders.created). - Trigger **Order Fulfillment** Triggers when a Stockpilot order reaches the completed state, once per order. - Trigger **Warehouse Item Stock Update** Triggers when an inventory item's stock quantity changes in any warehouse (or the chosen warehouse). - Action **Create Order** Creates a sales order in Stockpilot with billing and shipping addresses and line items, reserving stock for matched products. - Action **Get Invoice Details** Returns the invoice PDF for a Stockpilot order. - Action **Get Order** Returns a single order, including its customer, addresses, totals, line items and notes, looked up by order ID or order number. - Action **Get Warehouse Item** Returns a single inventory item, looked up by its ID, SKU or barcode, including prices, stock levels and a per-warehouse stock breakdown. - Action **List Webhook Deliveries** Returns recent delivery attempts for a Stockpilot webhook, newest first, with each attempt's status, response code and error. - Action **Register Fulfilment** Marks a Stockpilot order as fulfilled, recording the carrier, tracking details and the items shipped. - Action **Send Test Webhook Delivery** Sends a sample signed delivery to a Stockpilot webhook's target URL and returns how the endpoint replied. - Action **Generate order preview** Generates a rendered preview of a card/order before placing it, returning preview image/data. - Action **Get account balance** Retrieves current account credit balance. - Action **Revoke User Access** Revoke access for a user from your account, removing any current user account access or negating any outstanding invitations. ## Each app on its own - [ **Stockpilot** With Stockpilot you run your multichannel e-commerce business from one central dashboard.](https://apiant.ai/connections/stockpilot) - [ **Cardly** Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.](https://apiant.ai/connections/cardly) Reviews ## What our customers say ## More from Stockpilot - [ **Stockpilot to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stockpilot-to-stripe) - [ **Stockpilot to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/stockpilot-to-trello) - [ **Stockpilot to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/stockpilot-to-zoom) - [ **Stockpilot to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/stockpilot-to-twilio) - [ **Stockpilot to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/stockpilot-to-typeform) - [ **Stockpilot to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/stockpilot-to-webflow) ## More into Cardly - [ **HubSpot to Cardly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-cardly) - [ **Salesforce to Cardly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-cardly) - [ **Slack to Cardly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-cardly) - [ **Google Sheets to Cardly** Google Sheets](https://apiant.ai/connect/google-sheets-to-cardly) - [ **Gmail to Cardly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-cardly) - [ **Google Calendar to Cardly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-cardly) Questions ## Stockpilot and Cardly, answered ### ### What can start an automation from Stockpilot? Any of Stockpilot's 3 triggers in the catalog, including New Sales Order, Order Fulfillment and Warehouse Item Stock Update. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cardly when something happens in Stockpilot? Any of Cardly's 3 actions, including Generate order preview, Get account balance and Revoke User Access. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cardly to Stockpilot? Cardly has no triggers in the catalog today, so automations start in Stockpilot. If you need the other direction, ask: your agent reads Cardly's API documentation and adds it. ### ### Do I have to build a connector for Stockpilot or Cardly? 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 Stockpilot and Cardly 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.