# Connect Force Manager to Planado When **New account** fires in [Force Manager](https://apiant.ai/connections/force-manager), your agent runs **Add Client** in [Planado](https://apiant.ai/connections/planado). Describe the whole flow and it is built, tested on every scenario and kept running. Force Manager **3** triggers Force Manager **24** actions Planado **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Force Manager and Planado 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 Force Manager can start in Planado - When **New account** in Force Manager then **Add Client** in Planado - When **New contact** in Force Manager then **Update Client** in Planado 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 Force Manager and Planado ## Triggers and actions 3 triggers · 39 actions - Trigger **New account** Fires on new account. - Trigger **New contact** Fires on new contact. - Trigger **New opportunity** Fires on new opportunity. - Action **Add account** Create an account. - Action **Add activity** Create an activity. - Action **Add call** Log a call. - Action **Add contact** Create a contact. - Action **Add opportunity** Create an opportunity. - Action **Add product** Create a product. - Action **Add sales order** Create an order header. - Action **Delete account** Delete an account. - Action **Delete contact** Delete a contact. - Action **Delete opportunity** Delete an opportunity. - Action **Get account** Get account by ID. - Action **Get call** Returns one call record by id. - Action **Get contact** Get contact by ID. - Action **Get opportunity** Get opportunity by ID. - Action **List accounts** List accounts, paginated. - Action **List activities** List activities. - Action **List contacts** List contacts, paginated. - Action **List opportunities** List opportunities. - Action **List products** List products. - Action **List sales orders** List order headers. - Action **Update account** Partial update of an account. - Action **Update activity** Update an activity. - Action **Update contact** Update a contact. - Action **Update opportunity** Update an opportunity. - Action **Add Client** Creates a client in Planado — either an organization or an individual person. - Action **Add Site** Create a new site. - Action **Create Job** Creates a new job - Action **Delete Client** Removes a client from Planado, identified by its UUID or its external ID. - Action **Delete Job** Removes a job from Planado. - Action **Delete Site** Removes a site (client address) from Planado. - Action **Get Client** Retrieves a single Planado client (organization or individual) by its UUID or external ID. - Action **Get Job** Retrieve a single Planado job by its ID or external ID. - Action **Get Site** Retrieves a Planado site by its UUID or external ID. - Action **Get User** Retrieves a Planado user by UUID or email address. - Action **List Clients** Lists clients (organizations and individuals) from newest to oldest, optionally filtered by last-updated time. - Action **List Users** Lists the users in the Planado account, ordered from oldest to newest. - Action **Update Client** Updates an existing Planado client (organization or individual). If the id given is an external id that Planado does not have yet, Planado creates a new client with it. - Action **Update Job** Update fields on an existing job. - Action **Update Site** Updates an existing site in Planado. Only the fields you fill in are changed. If the site id is an external id that does not exist yet, Planado creates a new site with it. ## Each app on its own - [ **Force Manager** Mobile-first CRM for field sales teams to manage contacts, log visits, track opportunities, and view sales...](https://apiant.ai/connections/force-manager) - [ **Planado** Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile...](https://apiant.ai/connections/planado) Reviews ## What our customers say ## More from Force Manager - [ **Force Manager to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/force-manager-to-hubspot) - [ **Force Manager to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/force-manager-to-salesforce) - [ **Force Manager to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/force-manager-to-slack) - [ **Force Manager to Google Sheets** Google Sheets](https://apiant.ai/connect/force-manager-to-google-sheets) - [ **Force Manager to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/force-manager-to-gmail) - [ **Force Manager to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/force-manager-to-google-calendar) ## More into Planado - [ **HubSpot to Planado** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planado) - [ **Salesforce to Planado** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-planado) - [ **Slack to Planado** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-planado) - [ **Google Sheets to Planado** Google Sheets](https://apiant.ai/connect/google-sheets-to-planado) - [ **Gmail to Planado** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planado) - [ **Google Calendar to Planado** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planado) Questions ## Force Manager and Planado, answered ### ### What can start an automation from Force Manager? Any of Force Manager's 3 triggers in the catalog, including New account, New contact and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planado when something happens in Force Manager? Any of Planado's 15 actions, including Create Job, Update Client, Update Job and Update Site. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Planado to Force Manager? Planado has no triggers in the catalog today, so automations start in Force Manager. If you need the other direction, ask: your agent reads Planado's API documentation and adds it. ### ### Do I have to build a connector for Force Manager or Planado? 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 Force Manager and Planado 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.