--- title: "Connect HeyReach and Planports - APIANT.ai" description: "When \"Campaign Completed\" fires in HeyReach, your agent runs \"Update contact\" in Planports, or \"New Contact\" in Planports to \"Add Lead to List\" in HeyReach." canonical: "https://apiant.ai/connect/heyreach-to-planports" --- # Connect HeyReach and Planports When **Campaign Completed** fires in [HeyReach](https://apiant.ai/connections/heyreach), your agent runs **Update contact** in [Planports](https://apiant.ai/connections/planports), or **New Contact** in Planports to **Add Lead to List** in HeyReach. Describe the whole flow and it is built, tested on every scenario and kept running. HeyReach **2** triggers HeyReach **11** 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 HeyReach 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 HeyReach and Planports can do together ### From HeyReach to Planports - When **Campaign Completed** in HeyReach then **Update contact** in Planports - When **Connection Request Sent** in HeyReach then **Find contact by phone number** in Planports ### From Planports to HeyReach - When **New Contact** in Planports then **Add Lead to List** in HeyReach - When **New Contact** in Planports then **Get Campaigns for Lead** in HeyReach 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 HeyReach and Planports ## Triggers and actions 3 triggers · 22 actions - Trigger **Campaign Completed** Triggers when a campaign finishes. - Trigger **Connection Request Sent** Triggers when you send a connection request. - Action **Add Lead to List** Adds a lead to an existing list - Action **Create Empty List** Creates an empty list in HeyReach - Action **Delete Lead From List** Deletes the lead from the HeyReach list - Action **Get Campaigns for Lead** Gets the campaigns the lead is a part of - Action **Get Conversations** Gets conversations from HeyReach - Action **Get Lead Details** Gets details for the given lead - Action **Get Leads From List** Gets leads from a HeyReach list - Action **Get LinkedIn Senders** Gets the sender accounts connected to HeyReach - Action **Get List by Id** Gets a list from HeyReach - Action **Get Lists** Gets lists from HeyReach - Action **Get Overall Stats** Gets the HeyReach analytics, similar to the Dashboard - 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 - [ **HeyReach** HeyReach is a multi-account outreach platform for teams and agencies.](https://apiant.ai/connections/heyreach) - [ **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 HeyReach - [ **HeyReach to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/heyreach-to-pipedrive) - [ **HeyReach to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/heyreach-to-salesforce) - [ **HeyReach to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/heyreach-to-slack) - [ **HeyReach to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/heyreach-to-mailchimp) - [ **HeyReach to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/heyreach-to-stripe) - [ **HeyReach to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/heyreach-to-shopify) ## 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 ## HeyReach and Planports, answered ### ### What can start an automation from HeyReach? Any of HeyReach's 2 triggers in the catalog, including Campaign Completed and Connection Request Sent. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planports when something happens in HeyReach? 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 HeyReach? Yes. When something happens in Planports, your agent can act in HeyReach too. This page covers both directions: Planports's triggers and HeyReach's actions are listed here as well. ### ### Do I have to build a connector for HeyReach 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 HeyReach 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.