--- title: "Connect Favro and Ploomes - APIANT.ai" description: "When \"New card\" fires in Favro, your agent runs \"Add contact\" in Ploomes, or \"New contact\" in Ploomes to \"Add task\" in Favro." canonical: "https://apiant.ai/connect/favro-to-ploomes" --- # Connect Favro and Ploomes When **New card** fires in [Favro](https://apiant.ai/connections/favro), your agent runs **Add contact** in [Ploomes](https://apiant.ai/connections/ploomes), or **New contact** in Ploomes to **Add task** in Favro. Describe the whole flow and it is built, tested on every scenario and kept running. Favro **3** triggers Favro **15** 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 Favro and Ploomes 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 Favro and Ploomes can do together ### From Favro to Ploomes - When **New card** in Favro then **Add contact** in Ploomes - When **New comment** in Favro then **Add deal** in Ploomes ### From Ploomes to Favro - When **New contact** in Ploomes then **Add task** in Favro - When **New deal** in Ploomes then **Add comment** in Favro 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 Favro and Ploomes ## Triggers and actions 6 triggers · 34 actions - Trigger **New card** Fires when a new card is created (Card created event). - Trigger **New comment** Fires when a new comment is created on a card (Comment created event). - Trigger **Updated card** Fires when a card is updated or moved (Card updated / Card moved event). - Action **Add column** Create a new column (list) on a widget/board. - Action **Add comment** Add a comment to a card. - Action **Add tag** Create a new tag. - Action **Add task** Add a task (checklist item) to a card's task list. - Action **Add widget** Create a new widget (board) in a collection. - Action **Delete comment** Delete a comment. - Action **Get card** Fetch a single card by cardId or cardSequentialId. - Action **List cards** List cards, optionally filtered by widgetCommonId/columnId/etc. - Action **List collections** List collections in the organization. - Action **List columns** List columns on a widget. - Action **List comments** List comments on a card. - Action **List tags** List all tags in the organization. - Action **List tasks** List tasks on a card. - Action **List widgets** List widgets (boards) in a collection. - Action **Update comment** Update the text of an existing comment. - 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 - [ **Favro** Plan a wedding, build an award winning video game or even send a rocket into space.](https://apiant.ai/connections/favro) - [ **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 Favro - [ **Favro to Timing** Timing is an automatic time tracking app for macOS.](https://apiant.ai/connect/favro-to-timing) - [ **Favro to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/favro-to-hubspot) - [ **Favro to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/favro-to-salesforce) - [ **Favro to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/favro-to-slack) - [ **Favro to Google Sheets** Google Sheets](https://apiant.ai/connect/favro-to-google-sheets) - [ **Favro to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/favro-to-google-calendar) ## 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 ## Favro and Ploomes, answered ### ### What can start an automation from Favro? Any of Favro's 3 triggers in the catalog, including New card, New comment and Updated card. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ploomes when something happens in Favro? 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 Favro? Yes. When something happens in Ploomes, your agent can act in Favro too. This page covers both directions: Ploomes's triggers and Favro's actions are listed here as well. ### ### Do I have to build a connector for Favro 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. ### ### Can my AI client use Favro and Ploomes 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.