Integration
Connect ClickUp and Ploomes
When New Comment on a Task fires in ClickUp, your agent runs Add task in Ploomes, or New contact in Ploomes to Add Task Checklist in ClickUp. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ClickUp and Ploomes to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What ClickUp and Ploomes can do together
From ClickUp to Ploomes
When New Comment on a Task in ClickUp
then Add task in Ploomes
From Ploomes to ClickUp
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 ClickUp and Ploomes
Triggers and actions 9 triggers · 41 actions
- New Comment on a Task
Triggers when a new Comment is added to a Task in ClickUp.
- New Folder
Triggers when new folders are created.
- New List
Triggers when new lists are created.
- New Task
Triggers when tasks are added.
- New Time Entry
Triggers when a new Time Entry is added using ClickUp Time tracking.
- Task Changes
Triggers when a task changes.
- Add Task Checklist
Add a checklist to a task
- Archive or Delete Task
Archive or delete ClickUp task
- Create Folder
Creates a new folder
- Create List
Creates a new list
- Create New Document
Create new document in the specific location
- Create New Document Page
Create new page in the specific document
- Create Space
A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
- Create Subtask
Creates a new subtask
- Create Task
Creates a new task.
- Edit Document Page
Edit document page
- Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
- Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
- Find Documents
Search for documents by location.
- Find Task by ID
Find an existing task by its ID.
- Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
- Find User by Name or Email
Find an existing user by their name or their email.
- Post a Task Comment
Post a comment to a task
- Post Attachment
Post an attachment to a task.
- Send Chat Message to Channel
Post a message to a specific channel you choose.
- Send Direct Message
Send a direct message to a user or yourself.
- Time Tracked
Add time tracked to a task
- Update Task
Updates an existing task.
- New contact
Triggers when a new contact (person or company) is created in Ploomes.
- New deal
Triggers when a new deal is created in Ploomes.
- New task
Triggers when a new task is created in Ploomes.
- Add contact
Creates a contact (a person or a company) in Ploomes and returns the new contact record.
- Add deal
Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.
- Add interaction record
Creates an interaction record (a note, call or email log) on a Ploomes contact or deal.
- Add product
Creates a product in your Ploomes account and returns the new product.
- Add quote
Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.
- Add task
Creates a task in Ploomes, optionally linked to a contact or deal.
- Delete contact
Deletes a contact (person or company) from your Ploomes account.
- Delete deal
Deletes a deal from your Ploomes account.
- Find contacts by criteria
Returns the Ploomes contacts (people and companies) that match the criteria you give.
- Find deals by criteria
Returns the deals that match the criteria you give, such as a title, stage or customer.
- Find interaction records by criteria
Returns the interaction records (activity history entries) that match the criteria you give.
- Find tasks by criteria
Returns the tasks that match the criteria you specify, such as title, contact or deal.
- Finish task
Marks a Ploomes task as finished.
- Get quote
Returns a single quote (proposal) by its ID, including its custom field values.
- Lose deal
Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.
- Update contact
Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed.
- Update deal
Updates an existing deal in Ploomes. Only the fields you fill in are changed.
- Update task
Updates an existing task in Ploomes. Only the fields you fill in are changed.
- Win deal
Marks a Ploomes deal as won and returns the updated deal.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
ClickUp and Ploomes, answered
What can start an automation from ClickUp?
Any of ClickUp's 6 triggers in the catalog, including New Comment on a Task, New Folder, New List and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Ploomes when something happens in ClickUp?
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 ClickUp?
Yes. When something happens in Ploomes, your agent can act in ClickUp too. This page covers both directions: Ploomes's triggers and ClickUp's actions are listed here as well.
Do I have to build a connector for ClickUp 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.
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.