--- title: "Connect AskHandle and Ploomes - APIANT.ai" description: "When \"New keyword notification\" fires in AskHandle, your agent runs \"Add contact\" in Ploomes, or \"New contact\" in Ploomes to \"Add message\" in AskHandle." canonical: "https://apiant.ai/connect/askhandle-to-ploomes" --- # Connect AskHandle and Ploomes When **New keyword notification** fires in [AskHandle](https://apiant.ai/connections/askhandle), your agent runs **Add contact** in [Ploomes](https://apiant.ai/connections/ploomes), or **New contact** in Ploomes to **Add message** in AskHandle. Describe the whole flow and it is built, tested on every scenario and kept running. AskHandle **3** triggers AskHandle **7** 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 AskHandle 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 AskHandle and Ploomes can do together ### From AskHandle to Ploomes - When **New keyword notification** in AskHandle then **Add contact** in Ploomes - When **New message** in AskHandle then **Add deal** in Ploomes ### From Ploomes to AskHandle - When **New contact** in Ploomes then **Add message** in AskHandle - When **New deal** in Ploomes then **Get message** in AskHandle 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 AskHandle and Ploomes ## Triggers and actions 6 triggers · 26 actions - Trigger **New keyword notification** Triggers when a customer's chat matches one of your AskHandle notification keywords. - Trigger **New message** Triggers when a new chat message is posted in any AskHandle room. - Trigger **New room** Triggers when a new chat room is created in AskHandle. - Action **Add message** Adds a new message to an existing AskHandle chat room. - Action **Add room** Creates a new chat room in AskHandle. - Action **Get message** Returns the details of a single AskHandle chat message, including its sender, body and send time. - Action **Get room** Returns the details of a specific chat room, including its messages. - Action **List messages** Returns all messages in your AskHandle account. - Action **List rooms** Returns all chat rooms in your AskHandle account. - Action **Update room** Updates a chat room's name, rating or bot setting, and returns the updated room. - 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 - [ **AskHandle** AskHandle is a cutting-edge AI platform that allows businesses to create their own personalized AI.](https://apiant.ai/connections/askhandle) - [ **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 AskHandle - [ **AskHandle to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/askhandle-to-hubspot) - [ **AskHandle to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/askhandle-to-salesforce) - [ **AskHandle to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/askhandle-to-slack) - [ **AskHandle to Google Sheets** Google Sheets](https://apiant.ai/connect/askhandle-to-google-sheets) - [ **AskHandle to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/askhandle-to-gmail) - [ **AskHandle to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/askhandle-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 ## AskHandle and Ploomes, answered ### ### What can start an automation from AskHandle? Any of AskHandle's 3 triggers in the catalog, including New keyword notification, New message and New room. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ploomes when something happens in AskHandle? 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 AskHandle? Yes. When something happens in Ploomes, your agent can act in AskHandle too. This page covers both directions: Ploomes's triggers and AskHandle's actions are listed here as well. ### ### Do I have to build a connector for AskHandle 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 AskHandle 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.