--- title: "Connect DecisionRules and Planports - APIANT.ai" description: "When \"New Rules\" fires in DecisionRules, your agent runs \"Update contact\" in Planports, or \"New Contact\" in Planports to \"Add folder\" in DecisionRules." canonical: "https://apiant.ai/connect/decisionrules-to-planports" --- # Connect DecisionRules and Planports When **New Rules** fires in [DecisionRules](https://apiant.ai/connections/decisionrules), your agent runs **Update contact** in [Planports](https://apiant.ai/connections/planports), or **New Contact** in Planports to **Add folder** in DecisionRules. Describe the whole flow and it is built, tested on every scenario and kept running. DecisionRules **1** trigger DecisionRules **10** 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 DecisionRules 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 DecisionRules and Planports can do together ### From DecisionRules to Planports - When **New Rules** in DecisionRules then **Update contact** in Planports - When **New Rules** in DecisionRules then **Find contact by phone number** in Planports ### From Planports to DecisionRules - When **New Contact** in Planports then **Add folder** in DecisionRules - When **New Contact** in Planports then **Add rule** in DecisionRules 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 DecisionRules and Planports ## Triggers and actions 2 triggers · 21 actions - Trigger **New Rules** Fires once for each new rule or rule flow added to the DecisionRules space. - Action **Add folder** Create a folder under a node. - Action **Add rule** Create a rule in a space. - Action **Add rule version** Create a new version of a rule. - Action **Add tags to rule** Add tags to a rule. - Action **Delete rule** Delete a rule or rule version. - Action **Get rule** Gets the latest version of a rule by its ID or alias, regardless of publication status. - Action **List folders** Get the root folder tree. - Action **List rules** List rules in a space. - Action **Update rule** Update a rule version. - Action **Update rule status** Publish/pending/archive a rule version. - 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 - [ **DecisionRules** DecisionRules is a no-code business rule engine that lets you automate and manage complex decision logic...](https://apiant.ai/connections/decisionrules) - [ **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 DecisionRules - [ **DecisionRules to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/decisionrules-to-hubspot) - [ **DecisionRules to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/decisionrules-to-salesforce) - [ **DecisionRules to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/decisionrules-to-slack) - [ **DecisionRules to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/decisionrules-to-google-sheets) - [ **DecisionRules to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/decisionrules-to-gmail) - [ **DecisionRules to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/decisionrules-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 ## DecisionRules and Planports, answered ### ### What can start an automation from DecisionRules? Any of DecisionRules's 1 trigger in the catalog, including New Rules. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planports when something happens in DecisionRules? 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 DecisionRules? Yes. When something happens in Planports, your agent can act in DecisionRules too. This page covers both directions: Planports's triggers and DecisionRules's actions are listed here as well. ### ### Do I have to build a connector for DecisionRules 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 DecisionRules 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.