Integration
Connect Sure Send to Tapfiliate
When New Appointment fires in Sure Send, your agent runs Create Customer in Tapfiliate. 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 Tapfiliate 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 Tapfiliate
When New Appointment in Sure Send
then Create Customer in Tapfiliate
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 Tapfiliate
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 affiliate note
Adds a note to an affiliate and returns the created note, including who wrote it and when.
- Add affiliate to program
Adds an existing affiliate to a program, optionally setting their approval status and coupon, and returns the affiliate's record in that program.
- Add click
Records a click for an affiliate's referral code and returns the click id, which can then be used when creating a conversion.
- Add Commission to Conversion
Adds one or more commissions to an existing conversion, calculated from the amount you supply, and returns the commissions that were created.
- Add payment
Records a payment to an affiliate for a given amount and currency, and returns the payment that was created.
- Create Conversion
Creates a conversion in Tapfiliate, attributed to an affiliate by customer, coupon, referral code, click, asset and source, or tracking id, and returns the conversion with its commissions.
- Create Customer
Creates a customer in Tapfiliate and attributes it to an affiliate using a referral code, coupon, click id, tracking id, or asset and source ids.
- Delete affiliate
Deletes an affiliate from your Tapfiliate account by ID.
- Delete conversion
Deletes a conversion from your Tapfiliate account.
- Delete customer
Permanently deletes a customer from your Tapfiliate account.
- Find Affiliate
Returns the affiliates that match the email address, referral code, click, source, parent affiliate or affiliate group you specify.
- Find Affiliate in Program
Returns the affiliates in a program that match an email address, source id, parent affiliate or affiliate group.
- Find Affiliate Prospect
Returns the affiliate prospects that match an email address, referral code, program or affiliate group.
- Find Conversion
Returns the conversions that match an external id, program, affiliate, pending-commission status or date range.
- Find Customer
Returns the customers that match a customer id from your own system, or a program, affiliate or date range.
- Get affiliate
Returns one affiliate by id, including their contact details, company, address, meta data and custom field values. An error occurs if the affiliate is not found.
- List commissions
Returns all commissions in the Tapfiliate account, optionally narrowed by affiliate, approval status or whether they have been paid out.
- List payments
Returns the payments made to affiliates in your Tapfiliate account, including the affiliate paid, the amount and the currency.
- List programs
Returns all affiliate programs in the Tapfiliate account, optionally narrowed to one asset.
- Set Affiliate Group
Assigns an affiliate to an affiliate group, replacing any group the affiliate is currently in.
- Set Parent Affiliate
Sets another affiliate as the parent of an affiliate in a multi-level marketing structure, and returns the updated child affiliate.
- Update Commission Approval Status
Approves or disapproves a commission and returns the updated commission.
- Update Customer Status
Cancels a customer or uncancels them, returning the updated customer and its 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 Sure Send
Sure Send to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Sure Send to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Sure Send to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Sure Send to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
Sure Send to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
Sure Send to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
More into Tapfiliate
HubSpot to TapfiliateHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TapfiliateSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TapfiliateSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TapfiliateGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TapfiliateGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TapfiliateGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Sure Send and Tapfiliate, 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 Tapfiliate when something happens in Sure Send?
Any of Tapfiliate's 23 actions, including Create Conversion, Create Customer, Update Commission Approval Status and Update Customer Status. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tapfiliate to Sure Send?
Tapfiliate has no triggers in the catalog today, so automations start in Sure Send. If you need the other direction, ask: your agent reads Tapfiliate's API documentation and adds it.
Do I have to build a connector for Sure Send or Tapfiliate?
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 Tapfiliate 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.