--- title: "Connect Gist and Ploomes - APIANT.ai" description: "When \"New Contact\" fires in Gist, your agent runs \"Add contact\" in Ploomes, or \"New contact\" in Ploomes to \"Create or Update Contact\" in Gist." canonical: "https://apiant.ai/connect/gist-to-ploomes" --- # Connect Gist and Ploomes When **New Contact** fires in [Gist](https://apiant.ai/connections/gist), your agent runs **Add contact** in [Ploomes](https://apiant.ai/connections/ploomes), or **New contact** in Ploomes to **Create or Update Contact** in Gist. Describe the whole flow and it is built, tested on every scenario and kept running. Gist **10** triggers Gist **13** 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 Gist 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 Gist and Ploomes can do together ### From Gist to Ploomes - When **New Contact** in Gist then **Add contact** in Ploomes - When **New conversation** in Gist then **Add deal** in Ploomes ### From Ploomes to Gist - When **New contact** in Ploomes then **Create or Update Contact** in Gist - When **New deal** in Ploomes then **Add Tag to an Existing Contact** in Gist 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 Gist and Ploomes ## Triggers and actions 13 triggers · 32 actions - Trigger **Conversation closed** Fires when a conversation is closed. Webhook topic "Conversation Closed". - Trigger **New Contact** Triggers when you add a new contact. - Trigger **New conversation** Fires when a contact initiates a new conversation. Webhook topic "Contact Initiated Conversation". - Trigger **New message from contact** Fires when a contact sends a message in a conversation. Webhook topic "Message From Contact". - Trigger **Performed an Event** Triggers when a contact performs an event. - Trigger **Subscribed to a Campaign** Triggers when a contact is subscribed to a campaign. - Trigger **Tag Added to Contact** Triggers when a specific tag gets added to a contact. - Trigger **Tag Removed From Contact** Triggers when a specific tag gets removed from a contact. - Trigger **Unsubscribed From a Campaign** Triggers when a contact is unsubscribed from a campaign. - Trigger **Updated a Contact Property** Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property. - Action **Add conversation** Create a new conversation in Gist's helpdesk/live-chat. - Action **Add Tag to an Existing Contact** Apply a tag to an existing contact. - Action **Assign conversation** Assign an existing conversation to a teammate or team. - Action **Close conversation** Close an existing conversation. - Action **Create or Update Contact** Creates a new Contact or updates an existing one. - Action **Delete contact** Delete a contact by id. - Action **Find a Contact** Finds an existing contact. - Action **Get a Contact** Fetches a contact by ID. An error occurs if the contact is not found. - Action **Get conversation** Retrieve a single conversation by id. - Action **List contacts** List all contacts in the workspace. - Action **List conversations** List all conversations in the workspace. - Action **Remove Tag From Existing Contact** Removes a tag from an existing contact. - Action **Reply to conversation** Add a reply message to an existing conversation. - 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 - [ **Gist** Gist is an all-in-one email marketing automation, live chat & help desk platform.](https://apiant.ai/connections/gist) - [ **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 Gist - [ **Gist to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gist-to-hubspot) - [ **Gist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gist-to-salesforce) - [ **Gist to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gist-to-slack) - [ **Gist to Google Sheets** Google Sheets](https://apiant.ai/connect/gist-to-google-sheets) - [ **Gist to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gist-to-gmail) - [ **Gist to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/gist-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 ## Gist and Ploomes, answered ### ### What can start an automation from Gist? Any of Gist's 10 triggers in the catalog, including New Contact, New conversation, New message from contact and Tag Added to Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ploomes when something happens in Gist? 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 Gist? Yes. When something happens in Ploomes, your agent can act in Gist too. This page covers both directions: Ploomes's triggers and Gist's actions are listed here as well. ### ### Do I have to build a connector for Gist 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 Gist 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.