Integration
Connect Sure Send to Piriod
When New Appointment fires in Sure Send, your agent runs Add contact in Piriod. 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 Sure Send and Piriod 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Sure Send can start in Piriod
When New Appointment in Sure Send
then Add contact in Piriod
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 Sure Send and Piriod
Triggers and actions 11 triggers · 38 actions
- New Appointment
Triggers when a new appointment is created in Sure Send.
- New Call
Triggers when a new call is logged in Sure Send.
- New Company
Triggers when a new company is created in Sure Send.
- New Email
Triggers when an email is sent or received in Sure Send.
- New Lead Assigned
Triggers when a person is assigned to the chosen user in Sure Send.
- New Note
Triggers when a new note is added in Sure Send.
- New Person
Triggers when a new person is created in Sure Send.
- New Task
Triggers when a new task is created in Sure Send.
- Person Stage Updated
Triggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.
- Tag Added to Contact
Triggers once when the chosen tag is added to a person in Sure Send.
- Updated Person
Triggers when a person is created or updated in Sure Send.
- Add Tags to Person
Adds one or more tags to an existing person in Sure Send.
- Create Appointment
Creates an appointment for a person in Sure Send.
- Create Call
Logs a phone call with a person in Sure Send.
- Create Company
Creates a company in Sure Send.
- Create Note
Adds a note to a person in Sure Send.
- Create Person
Creates a new person (contact or lead) in Sure Send. People are deduplicated by email.
- Create Task
Creates a follow-up task for a person in Sure Send.
- Find Company
Finds the first company in Sure Send matching a name, email or phone.
- Find or Create Company
Looks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.
- Find or Create Person
Looks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.
- Find Person
Finds the first person in Sure Send matching an email, phone or name.
- Find Stage
Finds a pipeline stage in Sure Send by its name.
- Find Task
Finds the most recent task for a person in Sure Send.
- Update Company
Updates an existing company in Sure Send; only the fields you supply change.
- Update Person
Updates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.
- Add contact
Creates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders.
- Add coupon
Creates a discount coupon in Piriod that can be applied to invoices or invoice lines.
- Add credit note
Creates a draft credit note that adjusts an existing invoice.
- Add customer
Creates a customer in Piriod with their name, address, country and billing preferences.
- Add invoice
Creates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it.
- Add payment
Creates a payment in Piriod, optionally applied to an invoice, customer or subscription.
- Add product
Creates a product in Piriod, which plans can then be priced under.
- Add subscription
Creates a recurring subscription for a customer, billing one or more plans on a schedule.
- Add usage
Records a usage quantity against a metered subscription line in Piriod.
- Cancel subscription
Cancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead.
- Delete customer
Deletes a customer, or archives it when it has invoices, subscriptions or payment history.
- Finalize invoice
Finalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice.
- Get coupon
Returns a single coupon by its id, including its discount amount, duration and status.
- Get credit note
Returns a single credit note, including its lines, amounts and status.
- Get customer
Returns a single customer by its id, including address, tax details, contacts, payment sources and balance totals.
- Get invoice
Returns a single invoice by its id, including its lines, totals, status and linked payments.
- Get subscription
Returns a subscription by its id, including its customer, plan lines, addons, billing dates and status.
- List payments
Returns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date.
- List products
Returns the products in your Piriod workspace, optionally filtered by name or plan.
- List usages
Returns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity.
- Update customer
Updates an existing Piriod customer, changing only the details you fill in.
- Update invoice
Updates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated.
- Update subscription
Updates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. Only the fields you fill in are changed.
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
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Questions
Sure Send and Piriod, answered
What can start an automation from Sure Send?
Any of Sure Send's 11 triggers in the catalog, including New Appointment, New Call, New Company and New Email. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Piriod when something happens in Sure Send?
Any of Piriod's 23 actions, including Update customer, Update invoice, Update subscription and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Piriod to Sure Send?
Piriod has no triggers in the catalog today, so automations start in Sure Send. If you need the other direction, ask: your agent reads Piriod's API documentation and adds it.
Do I have to build a connector for Sure Send or Piriod?
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 Sure Send and Piriod 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.