--- title: "Connect Cirqll and Planports - APIANT.ai" description: "When \"New Note Event\" fires in Cirqll, your agent runs \"Update contact\" in Planports, or \"New Contact\" in Planports to \"Create Contact\" in Cirqll." canonical: "https://apiant.ai/connect/cirqll-to-planports" --- # Connect Cirqll and Planports When **New Note Event** fires in [Cirqll](https://apiant.ai/connections/cirqll), your agent runs **Update contact** in [Planports](https://apiant.ai/connections/planports), or **New Contact** in Planports to **Create Contact** in Cirqll. Describe the whole flow and it is built, tested on every scenario and kept running. Cirqll **2** triggers Cirqll **23** actions Planports **1** trigger Planports **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cirqll and Planports 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 Cirqll and Planports can do together ### From Cirqll to Planports - When **New Note Event** in Cirqll then **Update contact** in Planports - When **New Task Event** in Cirqll then **Find contact by phone number** in Planports ### From Planports to Cirqll - When **New Contact** in Planports then **Create Contact** in Cirqll - When **New Contact** in Planports then **Create Customer** in Cirqll 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 Cirqll and Planports ## Triggers and actions 3 triggers · 34 actions - Trigger **New Note Event** Triggers when a note is created, updated or deleted. - Trigger **New Task Event** Triggers when a task is created, updated or deleted. - Action **Create Appointment** Creates a new appointment. - Action **Create Assignment** Creates a new assignment. - Action **Create Chance** Creates a new chance. - Action **Create Contact** Creates a new contact. - Action **Create Contract** Create a new contract and associate it with a customer. - Action **Create Customer** Creates a new customer. - Action **Create Email** Logs an email in Cirqll and associates it with a customer. - Action **Create Note** Creates a new note. - Action **Create Task** Creates a new task. - Action **Find Appointment** Returns up to 100 appointments that match the specified filter. - Action **Find Assignment** Returns up to 100 assignments that match the specified Cirqll filter. - Action **Find Chance** Find chances (sales opportunities) in Cirqll matching a filter. Returns up to 100 matches, the first match, and the total count. - Action **Find Contact** Finds Cirqll contacts matching a filter and returns the matches, the first match, and whether any matched. - Action **Find Contract** Find contracts in Cirqll that match a filter. Returns up to 100 matches plus the first match. - Action **Find Customer** Searches for an existing customer. - Action **Find Email** Find emails tracked in Cirqll that match a filter. Returns up to 100 matches plus the first match. - Action **Find Field** Find custom field definitions in Cirqll by a filter (name, type, category and so on). - Action **Find Note** Searches for an existing note. - Action **Find Task** Finds tasks in Cirqll that match a filter, returning up to 100 matches and the first match. - Action **Find User** Find users in your Cirqll organisation that match a filter, such as a name or email address. - Action **Update Appointment** Update an existing appointment's time, participants, or details. - Action **Update Chance** Update a chance. - Action **Update User** Updates a Cirqll user's name, email, two-factor mode or language. - Trigger **New Contact** Triggered when a new contact, either an individual or an organization, is added in Planports. - Action **Add meeting** Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity. - Action **Add proposal** Creates a sales proposal for a Planports contact, optionally with product lines. - Action **Find contact by phone number** Finds a Planports contact by phone number and returns the matching contact. - Action **List contacts** Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added. - Action **List meetings** Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content. - Action **List products** Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested. - Action **List projects** Returns the projects in your Planports account, optionally filtered by project name. - Action **List proposals** Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them. - Action **List tasks** Returns the tasks in your Planports account, optionally filtered by project, stage or task detail. - Action **Update contact** Updates an existing contact (person or organization) in Planports. - Action **Update opportunity** Updates an existing opportunity in Planports. Only the fields you fill in are changed. ## Each app on its own - [ **Cirqll** Cirqll is a CRM platform to organize everything around your customer.](https://apiant.ai/connections/cirqll) - [ **Planports** Planports combines CRM and Business Management tools like proposals, orders, stock management and accounting](https://apiant.ai/connections/planports) Reviews ## What our customers say ## More from Cirqll - [ **Cirqll to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cirqll-to-hubspot) - [ **Cirqll to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cirqll-to-salesforce) - [ **Cirqll to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cirqll-to-slack) - [ **Cirqll to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cirqll-to-google-sheets) - [ **Cirqll to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cirqll-to-gmail) - [ **Cirqll to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cirqll-to-google-calendar) ## More into Planports - [ **HubSpot to Planports** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planports) - [ **Google Sheets to Planports** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-planports) - [ **Gmail to Planports** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planports) - [ **Google Calendar to Planports** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planports) - [ **Google Drive to Planports** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-planports) - [ **Mailchimp to Planports** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-planports) Questions ## Cirqll and Planports, answered ### ### What can start an automation from Cirqll? Any of Cirqll's 2 triggers in the catalog, including New Note Event and New Task Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planports when something happens in Cirqll? Any of Planports's 11 actions, including Update contact, Update opportunity, Add meeting and Add proposal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Planports to Cirqll? Yes. When something happens in Planports, your agent can act in Cirqll too. This page covers both directions: Planports's triggers and Cirqll's actions are listed here as well. ### ### Do I have to build a connector for Cirqll or Planports? 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 Cirqll and Planports 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.