# Connect Cryptlex and Ploomes

When **New Activation** fires in [Cryptlex](https://apiant.ai/connections/cryptlex), your agent runs **Add contact** in [Ploomes](https://apiant.ai/connections/ploomes), or **New contact** in Ploomes to **Create User** in Cryptlex. Describe the whole flow and it is built, tested on every scenario and kept running.

Cryptlex **3** triggers Cryptlex **10** 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 Cryptlex and Ploomes to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Cryptlex and Ploomes can do together

### From Cryptlex to Ploomes

- When **New Activation** in Cryptlex then **Add contact** in Ploomes
- When **New License** in Cryptlex then **Add deal** in Ploomes

### From Ploomes to Cryptlex

- When **New contact** in Ploomes then **Create User** in Cryptlex
- When **New deal** in Ploomes then **Update User** in Cryptlex

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 Cryptlex and Ploomes

## Triggers and actions 6 triggers · 29 actions

- Trigger

**New Activation**

Triggers when a new activation is created.

- Trigger

**New License**

Triggers when a new license is created.

- Trigger

**New Trial Activation**

Triggers when a new trial activation is created.

- Action

**Create Organization**

Creates a new organization in Cryptlex with a notification email and a cap on how many users it may create. Returns the created organization, including its id and login alias.

- Action

**Create User**

Creates a new user in Cryptlex, optionally placing them in an organization and granting customer portal access. Returns the created user, including its id.

- Action

**Delete User**

Permanently deletes a user in Cryptlex. This cannot be undone.

- Action

**Find Licenses by key**

Returns the licenses in Cryptlex that match the license key given, with optional extra filters such as product, user or expiry.

- Action

**Get User**

Returns a single user in Cryptlex, including their name, email, role, company, tags and metadata.

- Action

**List Activations**

Returns the license activations in Cryptlex, optionally narrowed to a licence, product, user, operating system or date range.

- Action

**List Licenses**

Returns the licenses in a Cryptlex account, optionally narrowed by product, user, organization, status or date range.

- Action

**List Products**

Returns the products in a Cryptlex account, with their names, license templates and license counts.

- Action

**List Users**

Returns the users in a Cryptlex account, optionally narrowed by organization, company, role, tags or last-seen date.

- Action

**Update User**

Updates a user in Cryptlex. Only the values supplied are changed; anything left blank is untouched. Returns the updated user.

- 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

- [ **Cryptlex** Cryptlex is a complete software licensing solution for desktop, mobile, on-premise and IoT apps.](https://apiant.ai/connections/cryptlex)
- [ **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 Cryptlex

- [ **Cryptlex to Zoho Campaigns** Zoho Campaigns lets you send email and social media campaigns to your subscribers.](https://apiant.ai/connect/cryptlex-to-zoho-campaigns)
- [ **Cryptlex to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cryptlex-to-hubspot)
- [ **Cryptlex to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cryptlex-to-salesforce)
- [ **Cryptlex to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cryptlex-to-slack)
- [ **Cryptlex to Google Sheets** Google Sheets](https://apiant.ai/connect/cryptlex-to-google-sheets)
- [ **Cryptlex to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cryptlex-to-gmail)

## 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

## Cryptlex and Ploomes, answered

###

### What can start an automation from Cryptlex?

Any of Cryptlex's 3 triggers in the catalog, including New Activation, New License and New Trial Activation. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Ploomes when something happens in Cryptlex?

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 Cryptlex?

Yes. When something happens in Ploomes, your agent can act in Cryptlex too. This page covers both directions: Ploomes's triggers and Cryptlex's actions are listed here as well.

###

### Do I have to build a connector for Cryptlex 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.
