--- title: "Connect Booqable and Ploomes - APIANT.ai" description: "When \"Completed Payment\" fires in Booqable, your agent runs \"Add contact\" in Ploomes, or \"New contact\" in Ploomes to \"Create Customer\" in Booqable." canonical: "https://apiant.ai/connect/booqable-to-ploomes" --- # Connect Booqable and Ploomes When **Completed Payment** fires in [Booqable](https://apiant.ai/connections/booqable), your agent runs **Add contact** in [Ploomes](https://apiant.ai/connections/ploomes), or **New contact** in Ploomes to **Create Customer** in Booqable. Describe the whole flow and it is built, tested on every scenario and kept running. Booqable **8** triggers Booqable **15** 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 Booqable 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 Booqable and Ploomes can do together ### From Booqable to Ploomes - When **Completed Payment** in Booqable then **Add contact** in Ploomes - When **New Customer** in Booqable then **Add deal** in Ploomes ### From Ploomes to Booqable - When **New contact** in Ploomes then **Create Customer** in Booqable - When **New deal** in Ploomes then **Create Order** in Booqable 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 Booqable and Ploomes ## Triggers and actions 11 triggers · 34 actions - Trigger **Completed Payment** Triggers when a payment is completed. - Trigger **Finalize Invoice** Triggers when an invoice is finalized. - Trigger **New Customer** Triggers when a new customer is added. - Trigger **New Product** Fires when a new product is created in the catalog. - Trigger **Reserved Order** Triggers when an order is reserved. - Trigger **Started Order** Triggers when an order is started. - Trigger **Stopped Order** Triggers when an order is stopped. - Trigger **Updated Order** Triggers when an order is updated. - Action **Create Coupon** Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items. - Action **Create Customer** Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields. - Action **Create Order** Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields. - Action **Find Customer - By ID** Returns one Booqable customer by its id, including the account's own customer custom fields. - Action **Find Customer - By Name or Email** Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both. - Action **Find Order - By ID** Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields. - Action **Find Product - By ID** Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields. - Action **List Customers** Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values. - Action **List Documents** Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer. - Action **List Locations** Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled. - Action **List Orders** Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer. - Action **List Payments** Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer. - Action **List Products** Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group. - Action **List Stock Items** Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location. - Action **Update Customer** Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields. - 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 - [ **Booqable** Booqable is cloud-based rental software to manage your business and accept online bookings.](https://apiant.ai/connections/booqable) - [ **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 Booqable - [ **Booqable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/booqable-to-slack) - [ **Booqable to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/booqable-to-pipedrive) - [ **Booqable to Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/booqable-to-erpnext) - [ **Booqable to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/booqable-to-ip-api) - [ **Booqable to Stytch** User infrastructure for modern applications](https://apiant.ai/connect/booqable-to-stytch) - [ **Booqable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/booqable-to-hubspot) ## 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 ## Booqable and Ploomes, answered ### ### What can start an automation from Booqable? Any of Booqable's 8 triggers in the catalog, including Completed Payment, New Customer, New Product and Updated Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ploomes when something happens in Booqable? 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 Booqable? Yes. When something happens in Ploomes, your agent can act in Booqable too. This page covers both directions: Ploomes's triggers and Booqable's actions are listed here as well. ### ### Do I have to build a connector for Booqable 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 Booqable 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.