--- title: "Connect Algolia and Ploomes - APIANT.ai" description: "When \"Browse Records\" fires in Algolia, your agent runs \"Add interaction record\" in Ploomes." canonical: "https://apiant.ai/connect/algolia-to-ploomes" --- # Connect Algolia and Ploomes When **Browse Records** fires in [Algolia](https://apiant.ai/connections/algolia), your agent runs **Add interaction record** in [Ploomes](https://apiant.ai/connections/ploomes), or **New contact** in Ploomes to **Add or Replace Record** in Algolia. Describe the whole flow and it is built, tested on every scenario and kept running. Algolia **1** trigger Algolia **28** actions Ploomes **3** triggers Ploomes **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Algolia and Ploomes 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 Algolia and Ploomes can do together ### From Algolia to Ploomes - When **Browse Records** in Algolia then **Add interaction record** in Ploomes - When **Browse Records** in Algolia then **Add contact** in Ploomes ### From Ploomes to Algolia - When **New contact** in Ploomes then **Add or Replace Record** in Algolia - When **New deal** in Ploomes then **Check Task Status** in Algolia 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 Algolia and Ploomes ## Triggers and actions 4 triggers · 47 actions - Trigger **Browse Records** Triggers when a new record appears in an Algolia index, optionally limited to records matching a query or filter. - Action **Add or Replace Record** Adds a record to an Algolia index, or replaces the existing record with the same object ID. - Action **Batch Indexing** Adds, updates or deletes several records in one Algolia index with a single request. Returns the affected record IDs and the indexing task ID. - Action **Batch Multiple Indices** Adds, updates, or deletes records across multiple Algolia indices in a single request. - Action **Batch Save Query Rules** Creates or replaces several query rules on an Algolia index in one call, optionally clearing the existing rules first. - Action **Batch Save Synonyms** Creates or replaces a batch of synonyms on an Algolia index. - Action **Check Task Status** Returns whether an Algolia indexing task on an index has finished (published) or is still pending. - Action **Clear All Synonyms** Deletes all synonyms from an Algolia index. - Action **Clear Index (Delete All Records)** Deletes every record from an Algolia index while keeping its settings, synonyms and rules. - Action **Copy or Move Index** Copies or moves (renames) an Algolia index to a destination index within the same application. - Action **Delete Index** Deletes an Algolia index together with all its records and settings. - Action **Delete Query Rule** Deletes a query rule from an Algolia index by its ID. - Action **Delete Record** Deletes a single record from an Algolia index by its object ID. - Action **Delete Records by Query** Deletes every record in an Algolia index that matches a filter. The deletion is queued as a task; empty filters are refused. - Action **Delete Synonym** Deletes a synonym from an Algolia index by its ID. - Action **Find Query Rule** Returns a single query rule from an Algolia index by its rule ID, including its conditions and consequence. - Action **Find Record** Returns one record from an Algolia index by its object ID. - Action **Find Synonym** Finds a synonym in an Algolia index by its ID and returns its type, words and replacements. - Action **Get Index Settings** Returns the settings configured on an Algolia index, such as searchable attributes, ranking and faceting. - Action **Get Records (Batch)** Retrieves one or more records by object ID, potentially from different indices, in a single call. - Action **List Indices** Returns all indices in your Algolia application, with each index's name, record count, size and last-updated time. - Action **Partial Update Record** Adds new attributes to an Algolia record or updates existing ones, leaving the other attributes unchanged. - Action **Save Record (Auto Object ID)** Adds a record to an Algolia index with an auto-generated object ID, or replaces the record if the given object ID already exists. - Action **Save Synonym** Creates a synonym in an Algolia index, or replaces the existing synonym with the same ID. - Action **Search for Facet Values** Searches the values of a facet attribute in an index and returns the matching facet values with their record counts. - Action **Search Index** Searches one Algolia index and returns the matching records (hits) with result counts. - Action **Search Multiple Indices** Runs several search queries against one or more indices in a single request and returns each query's results in the same order. - Action **Search Synonyms** Searches the synonyms of an Algolia index by text and optional synonym type, returning the matching synonyms and the total match count. - Action **Update Index Settings** Updates the settings of an Algolia index, such as searchable attributes, faceting, ranking and typo tolerance. Settings you leave blank are not changed. - Trigger **New contact** Triggers when a new contact (person or company) is created in Ploomes. - Trigger **New deal** Triggers when a new deal is created in Ploomes. - Trigger **New task** Triggers when a new task is created in Ploomes. - Action **Add contact** Creates a contact (a person or a company) in Ploomes and returns the new contact record. - Action **Add deal** Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values. - Action **Add interaction record** Creates an interaction record (a note, call or email log) on a Ploomes contact or deal. - Action **Add product** Creates a product in your Ploomes account and returns the new product. - Action **Add quote** Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values. - Action **Add task** Creates a task in Ploomes, optionally linked to a contact or deal. - Action **Delete contact** Deletes a contact (person or company) from your Ploomes account. - Action **Delete deal** Deletes a deal from your Ploomes account. - Action **Find contacts by criteria** Returns the Ploomes contacts (people and companies) that match the criteria you give. - Action **Find deals by criteria** Returns the deals that match the criteria you give, such as a title, stage or customer. - Action **Find interaction records by criteria** Returns the interaction records (activity history entries) that match the criteria you give. - Action **Find tasks by criteria** Returns the tasks that match the criteria you specify, such as title, contact or deal. - Action **Finish task** Marks a Ploomes task as finished. - Action **Get quote** Returns a single quote (proposal) by its ID, including its custom field values. - Action **Lose deal** Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal. - Action **Update contact** Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed. - Action **Update deal** Updates an existing deal in Ploomes. Only the fields you fill in are changed. - Action **Update task** Updates an existing task in Ploomes. Only the fields you fill in are changed. - Action **Win deal** Marks a Ploomes deal as won and returns the updated deal. ## Each app on its own - [ **Algolia** Algolia is a search and discovery platform for fast, relevant search and AI-powered recommendations across...](https://apiant.ai/connections/algolia) - [ **Ploomes** Sales force automation system that links CRM, Sales Funnel, Proposal Automation and Sales Orders.](https://apiant.ai/connections/ploomes) Reviews ## What our customers say ## More from Algolia - [ **Algolia to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/algolia-to-hubspot) - [ **Algolia to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/algolia-to-salesforce) - [ **Algolia to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/algolia-to-slack) - [ **Algolia to Google Sheets** Google Sheets](https://apiant.ai/connect/algolia-to-google-sheets) - [ **Algolia to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/algolia-to-gmail) - [ **Algolia to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/algolia-to-google-calendar) ## More into Ploomes - [ **HubSpot to Ploomes** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ploomes) - [ **Google Sheets to Ploomes** Google Sheets](https://apiant.ai/connect/google-sheets-to-ploomes) - [ **Gmail to Ploomes** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ploomes) - [ **Google Calendar to Ploomes** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ploomes) - [ **Google Drive to Ploomes** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ploomes) - [ **Mailchimp to Ploomes** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ploomes) Questions ## Algolia and Ploomes, answered ### ### What can start an automation from Algolia? Any of Algolia's 1 trigger in the catalog, including Browse Records. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ploomes when something happens in Algolia? Any of Ploomes's 19 actions, including Update contact, Update deal, Update task and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ploomes to Algolia? Yes. When something happens in Ploomes, your agent can act in Algolia too. This page covers both directions: Ploomes's triggers and Algolia's actions are listed here as well. ### ### Do I have to build a connector for Algolia or Ploomes? 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 Algolia and Ploomes 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.