# Connect Datalyse and vPlan

When **Lead Updated** fires in [Datalyse](https://apiant.ai/connections/datalyse), your agent runs **List cards** in [vPlan](https://apiant.ai/connections/vplan), or **New or Changed Card** in vPlan to **Add Note to an Existing Lead** in Datalyse. Describe the whole flow and it is built, tested on every scenario and kept running.

Datalyse **2** triggers Datalyse **6** actions vPlan **2** triggers vPlan **6** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Datalyse and vPlan 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 Datalyse and vPlan can do together

### From Datalyse to vPlan

- When **Lead Updated** in Datalyse then **List cards** in vPlan
- When **New Lead** in Datalyse then **List users** in vPlan

### From vPlan to Datalyse

- When **New or Changed Card** in vPlan then **Add Note to an Existing Lead** in Datalyse
- When **New or Changed Collection** in vPlan then **Create New Lead** in Datalyse

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 Datalyse and vPlan

## Triggers and actions 4 triggers · 12 actions

- Trigger

**Lead Updated**

Fires when a lead (contact) in Datalyse is created or updated, newest updates first.

- Trigger

**New Lead**

Trigger when a new lead is created

- Action

**Add Note to an Existing Lead**

Add note to lead.

- Action

**Create New Lead**

Create a new lead

- Action

**Delete Lead**

Delete a lead_id

- Action

**Edit Lead**

Edit lead details

- Action

**Get Lead**

Returns one lead by id.

- Action

**Get Lead Activity**

Returns the paginated activity/history feed (notes, deliveries, changes) of one lead.

- Trigger

**New or Changed Card**

Triggers when a card is created or changed in your vPlan account.

- Trigger

**New or Changed Collection**

Triggers when a collection is created or changed in vPlan.

- Action

**List boards**

Returns the boards in your vPlan account.

- Action

**List cards**

Returns the cards in your vPlan account.

- Action

**List collections**

Returns the collections in your vPlan account.

- Action

**List resources**

Returns the resources (people and equipment you plan) in your vPlan account.

- Action

**List users**

Returns the users in your vPlan account.

- Action

**Update collection**

Updates an existing vPlan collection's name, description, dates, status or board.

## Each app on its own

- [ **Datalyse** Datalyse is the all-in-one Cloud-based CRM, VoIP and Marketing solution your modern Engagement Contact...](https://apiant.ai/connections/datalyse)
- [ **vPlan** vPlan is a planning tool to plan and track your work.](https://apiant.ai/connections/vplan)

Reviews

## What our customers say

## More from Datalyse

- [ **Datalyse to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/datalyse-to-hubspot)
- [ **Datalyse to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/datalyse-to-salesforce)
- [ **Datalyse to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/datalyse-to-slack)
- [ **Datalyse to Google Sheets** Google Sheets](https://apiant.ai/connect/datalyse-to-google-sheets)
- [ **Datalyse to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/datalyse-to-gmail)
- [ **Datalyse to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/datalyse-to-google-calendar)

## More into vPlan

- [ **HubSpot to vPlan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vplan)
- [ **Salesforce to vPlan** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vplan)
- [ **Slack to vPlan** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vplan)
- [ **Google Sheets to vPlan** Google Sheets](https://apiant.ai/connect/google-sheets-to-vplan)
- [ **Gmail to vPlan** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vplan)
- [ **Google Calendar to vPlan** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vplan)

Questions

## Datalyse and vPlan, answered

###

### What can start an automation from Datalyse?

Any of Datalyse's 2 triggers in the catalog, including Lead Updated and New Lead. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in vPlan when something happens in Datalyse?

Any of vPlan's 6 actions, including Update collection, List boards, List cards and List collections. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from vPlan to Datalyse?

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

###

### Do I have to build a connector for Datalyse or vPlan?

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.