--- title: "Connect AITable.ai to Planly - APIANT.ai" description: "When \"New Form\" fires in AITable.ai, your agent runs \"Add media from URL\" in Planly." canonical: "https://apiant.ai/connect/aitable-ai-to-planly" --- # Connect AITable.ai to Planly When **New Form** fires in [AITable.ai](https://apiant.ai/connections/aitable-ai), your agent runs **Add media from URL** in [Planly](https://apiant.ai/connections/planly). Describe the whole flow and it is built, tested on every scenario and kept running. AITable.ai **2** triggers AITable.ai **10** actions Planly **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AITable.ai and Planly 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 AITable.ai can start in Planly - When **New Form** in AITable.ai then **Add media from URL** in Planly - When **New Record** in AITable.ai then **Update team** in Planly 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 AITable.ai and Planly ## Triggers and actions 2 triggers · 17 actions - Trigger **New Form** Triggers when a form is submitted and received, the zap will start running. - Trigger **New Record** Fires once for each new record added to an AITable datasheet. - Action **Add datasheet** Create a datasheet in a space. - Action **Create a Record** Create a new record. - Action **Delete field** Delete a field from a datasheet. - Action **Delete record** Delete records from a datasheet. - Action **Find Records** Search for records. - Action **List fields** List fields of a datasheet. - Action **List nodes** Lists the top-level files (datasheets, folders, forms, dashboards) in a space's working directory. - Action **List spaces** List spaces the user can access. - Action **List views** List views of a datasheet. - Action **Update a Record** Update a record. - Action **Add media from URL** Imports an image or video from a public URL into a Planly team's media library. - Action **Delete media** Deletes one or more media files from a Planly team's media library. - Action **Get AI credits** Get the number of AI credits left in a Planly team. - Action **Get team** Get a single team by id. - Action **List Media** Lists the media files in a Planly team's media library. - Action **List teams** Lists all Planly teams the connected user belongs to. - Action **Update team** Renames a Planly team. ## Each app on its own - [ **AITable.ai** AITable.ai is your own spreadsheet-style database for superior project management and CRM.](https://apiant.ai/connections/aitable-ai) - [ **Planly** Planly enables users to schedule and manage social media posts across multiple platforms.](https://apiant.ai/connections/planly) Reviews ## What our customers say ## More from AITable.ai - [ **AITable.ai to CROssBAR** # About CROssBAR & data **CROssBAR**: Comprehensive Resource of Biomedical Relations with Deep Learning...](https://apiant.ai/connect/aitable-ai-to-crossbar) - [ **AITable.ai to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/aitable-ai-to-hubspot) - [ **AITable.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/aitable-ai-to-salesforce) - [ **AITable.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/aitable-ai-to-slack) - [ **AITable.ai to Google Sheets** Google Sheets](https://apiant.ai/connect/aitable-ai-to-google-sheets) - [ **AITable.ai to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/aitable-ai-to-gmail) ## More into Planly - [ **HubSpot to Planly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planly) - [ **Salesforce to Planly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-planly) - [ **Slack to Planly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-planly) - [ **Google Sheets to Planly** Google Sheets](https://apiant.ai/connect/google-sheets-to-planly) - [ **Gmail to Planly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planly) - [ **Google Calendar to Planly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planly) Questions ## AITable.ai and Planly, answered ### ### What can start an automation from AITable.ai? Any of AITable.ai's 2 triggers in the catalog, including New Form and New Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planly when something happens in AITable.ai? Any of Planly's 7 actions, including Update team, Add media from URL, Get AI credits and Get team. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Planly to AITable.ai? Planly has no triggers in the catalog today, so automations start in AITable.ai. If you need the other direction, ask: your agent reads Planly's API documentation and adds it. ### ### Do I have to build a connector for AITable.ai or Planly? 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 AITable.ai and Planly 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.