Integration
Connect SysAid to Refersion
When New Service Record fires in SysAid, your agent runs Credit Order to Affiliate in Refersion. 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 SysAid and Refersion 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 SysAid can start in Refersion
When New Service Record in SysAid
then Credit Order to Affiliate in Refersion
When Service Record Updated in SysAid
then Resend Affiliate Welcome Email in Refersion
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 SysAid and Refersion
Triggers and actions 2 triggers · 31 actions
Trigger
New Service RecordTriggers when a new service record (incident or request) is created in SysAid.
Trigger
Service Record UpdatedTriggers when a service record (incident or request) is updated in SysAid.
Action
Add Service Record NoteAdds a note to a SysAid service record.
Action
Create CompanyCreates a new company in SysAid.
Action
Create End UserCreates a new end user in SysAid.
Action
Create Service RecordCreates a new service record (incident or request) in SysAid and returns it.
Action
Delete Service RecordPermanently deletes a SysAid service record.
Action
Get AgentReturns one SysAid agent by ID.
Action
Get CompanyReturns one SysAid company by ID.
Action
Get End UserReturns one SysAid end user by ID.
Action
Get Service RecordReturns one SysAid service record by its ID.
Action
List AgentsReturns a page of SysAid agents.
Action
List CompaniesReturns a page of companies in SysAid.
Action
List End UsersReturns a page of SysAid end users.
Action
List GroupsReturns a page of SysAid groups.
Action
Resolve Service RecordResolves a SysAid service record with a solution.
Action
Search Service RecordsFinds SysAid service records matching a text search, newest first.
Action
Update Service RecordUpdates fields on an existing SysAid service record, such as its status, priority, assignee or description.
Action
Create Manual CreditCredits an affiliate with a manual commission.
Action
Credit Order to AffiliateCredits an unattributed order to an affiliate.
Action
Delete AffiliateDeletes an affiliate.
Action
Delete OfferDeletes an offer.
Action
Find an AffiliateFinds an affiliate by email address, name or affiliate code.
Action
Generate Affiliate Tracking LinkReturns a tracking link for an affiliate, optionally to a specific URL.
Action
Get AffiliateReturns the affiliate with a given affiliate code.
Action
Get ConversionReturns one conversion's details.
Action
List AffiliatesReturns affiliates, optionally filtered by status, search text or offer.
Action
List ClicksReturns affiliate link clicks in a date range.
Action
List ConversionsReturns conversions, optionally filtered by status, affiliate, order or date.
Action
List OffersReturns the account's offers.
Action
Resend Affiliate Welcome EmailResends the welcome email to an affiliate.
Action
Search OrdersSearches orders that can be credited to an affiliate.
Action
Update Conversion StatusChanges a conversion's status, e.g. approve or deny it.
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 SysAid
SysAid to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
SysAid to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
SysAid to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
SysAid to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
SysAid to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
SysAid to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
More into Refersion
HubSpot to RefersionHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to RefersionSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to RefersionSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to RefersionGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RefersionGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RefersionGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
SysAid and Refersion, answered
What can start an automation from SysAid?
Any of SysAid's 2 triggers in the catalog, including New Service Record and Service Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Refersion when something happens in SysAid?
Any of Refersion's 15 actions, including Create Manual Credit, Update Conversion Status, Credit Order to Affiliate and Find an Affiliate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Refersion to SysAid?
Refersion has no triggers in the catalog today, so automations start in SysAid. If you need the other direction, ask: your agent reads Refersion's API documentation and adds it.
Do I have to build a connector for SysAid or Refersion?
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 SysAid and Refersion 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.