Deliver with AI
Use AI to do the fulfilment, become an approved developer on the platforms your clients use, and keep quality high.
Write down the five steps of delivering your offer, then mark which ones a person must still do.
Your learning checklist
0 of 6 steps marked · opening your workspace
Choose platforms and read their developer docs
You can only deliver on a platform you understand. Read the API docs of the one or two your clients already use.
docsHighLevel API documentation
Developer portal for contacts, messaging, calendars, payments and webhooks.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsStripe Apps
Build and distribute apps privately or publish on the Stripe Apps Marketplace.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsSlack developer docs
Guides, tools and sample apps for building Slack apps.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsShopify app distribution
Public and custom distribution options for apps used by merchants.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
Understand OAuth app installs and scopes
Marketplace apps use OAuth so a client can install and revoke you without sharing passwords. Request only the scopes you can justify.
docsOAuth 2.0 overview
The protocol under almost every marketplace app.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsHighLevel Private Integrations guide
The private-token option for one account, versus the public OAuth app you publish for many.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsStripe Connect
How a platform white-labels payments for its own customers (connected accounts).
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
Read the app review rules before you build
Reviewers reject apps for broad scopes, missing setup docs, exposed secrets and listings that do not match behaviour. Read the rules first.
docsPublishing your App to HighLevel Marketplace (review guidelines)
Review requirements on branding, setup, security and support; search results note a demo video is required at submission.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsSlack Marketplace submission guidelines and requirements
Policies, listing standards, UX and security requirements apps must meet to pass review.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsBest practices for apps in the Shopify App Store
Checklist across branding, installation, performance, listing and security.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsMeta App Review process
How Meta verifies apps before non-role users can access its APIs.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
Messaging platforms: Twilio and WhatsApp/Meta
Texting and WhatsApp add business verification and, in the US, carrier registration per business. Each client needs its own registration, so plan for it.
docsTwilio Partner Program policies
Links to the current guides for technology partners and for consulting and integrator partners.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docs2026 Twilio Technology Partner Program Guide (PDF)
Tiers (Registered, Bronze, Silver, Gold) and their requirements; per search results, upper tiers have revenue thresholds.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsMeta: WhatsApp Business Platform for Partners
Covers partner types, client onboarding, access tokens, permissions and app review.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsMeta: Become a Tech Provider
Business verification, app review and the optional route of onboarding through a Solution Partner.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
Join partner and agency programs
Programs bring training, support and referral income. Requirements change often, so read the current page before committing.
siteMake Solution Partner program
Free program for automation agencies and consultants with training, certifications and referral rewards.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
siteZapier Solution Partner Program
For consultants and agencies; offers training, support and referral commissions. Search results say a paid Zapier account is expected.
- Cost / access
- unknown
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
siteShopify Partners
Program for developers and agencies who build apps, storefronts and services for merchants.
- Cost / access
- unknown
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
siteStripe Partner Ecosystem
Directory of certified implementation, services, SaaS platform, app and technology partners.
- Cost / access
- unknown
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
White-label and agency structures that keep clients separate
Resale models put your brand on someone else's software. Keep every client in its own sub-account with its own billing and registrations, so one client's problem never touches another.
docsTwilio Organizations
Centrally manage accounts, users and policies across several Twilio accounts.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsZapier Platform documentation
Build a public Zapier integration with a visual editor or CLI.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsMake Custom Apps overview
Build Make custom apps that connect third-party APIs.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
You have made a start when…
- Most delivery steps run without you.
- A person reviews what matters.
- You are approved or listed where your clients already work.
Take this into your assistant.
Check integration feasibility
Complete this for one proposed connection. Confirm access before promising a feature or building around it.
Open the integration feasibility worksheet
Loading saved notes… Do not enter credentials or confidential client data. Status: opening your workspace.
0 blocked · 8 items need assessment or follow-up. These are your own labels, not an automated verdict.
A completed worksheet is a feasibility record, not a working integration or a security certification. Exports are created locally; this worksheet does not send notes to an AI or external service.
Additional curriculum comes from the supplied AI Frontiers playbooks. Resource descriptions and cost labels are source guidance, not a fresh verification of pricing, compatibility, or results. Open the official instructions before using a tool. Checklist marks are your own progress notes.