Integration
Connect Clientify and Planfix
When New Contact fires in Clientify, your agent runs Add Contact in Planfix, or New Comment in Planfix to Add task in Clientify. 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 Clientify and Planfix to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Clientify and Planfix can do together
From Clientify to Planfix
When New Contact in Clientify
then Add Contact in Planfix
From Planfix to Clientify
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 Clientify and Planfix
Triggers and actions 9 triggers · 33 actions
- New Contact
Triggers when a new contact is created in Clientify.
- New Deal
Triggers when a new deal is created in Clientify.
- New Task
Triggers when a new task is created in Clientify.
- Add company
Creates a company in Clientify with its contact details, address, tags and custom field values.
- Add task
Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals.
- Create Abandoned Cart
Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency.
- Create Contact
Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on.
- Create Deal
Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage.
- Create Order
Creates an order in Clientify for a contact, with its line items.
- Delete contact
Deletes a contact from Clientify.
- Find Contact
Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches.
- Get company
Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees.
- Get contact
Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields.
- Get deal
Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields.
- List contacts
Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates.
- Update company
Updates an existing company in Clientify and returns the updated record.
- Update contact
Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values.
- Update deal
Updates an existing Clientify deal, changing only the fields you fill in.
- New Comment
Triggers when a new comment is added to a chosen Planfix task.
- New Contact
Triggers when a new contact is created in Planfix.
- New project
Triggers when a new project is created in Planfix.
- New Task
Triggers when a new task is created in Planfix.
- Updated Contact
Triggers when a Planfix contact is created or changed.
- Updated Task
Triggers when a Planfix task is created or changed.
- Add checklist item
Adds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.
- Add Comment
Adds a comment to a Planfix task.
- Add Contact
Creates a new contact or company in Planfix.
- Add file from URL
Uploads a file to Planfix from a public link and returns the new file's ID.
- Add project
Creates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.
- Add Task
Creates a new task in Planfix.
- Delete Comment
Deletes a Planfix comment.
- Delete Contact
Deletes a Planfix contact.
- Delete project
Deletes a project in Planfix by its number.
- Delete Task
Deletes a Planfix task.
- Find a Contact
Returns Planfix contacts or companies, optionally only those from a saved contact filter.
- Find a Task
Returns Planfix tasks, optionally only those from a saved task filter.
- Find directory entries by criteria
Finds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.
- Get contact
Returns a Planfix contact or company by its number, including its details and any requested custom field values.
- Get user
Returns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.
- Update Comment
Changes the text of a comment on a Planfix task.
- Update Contact
Updates an existing Planfix contact.
- Update Task
Updates the name or description of an existing Planfix task.
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
Clientify and Planfix, answered
What can start an automation from Clientify?
Any of Clientify's 3 triggers in the catalog, including New Contact, New Deal and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfix when something happens in Clientify?
Any of Planfix's 18 actions, including Update Comment, Update Contact, Update Task and Add checklist item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planfix to Clientify?
Yes. When something happens in Planfix, your agent can act in Clientify too. This page covers both directions: Planfix's triggers and Clientify's actions are listed here as well.
Do I have to build a connector for Clientify or Planfix?
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 Clientify and Planfix 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.