Integration
Connect Instantly and Planports
When New Event fires in Instantly, your agent runs Update contact in Planports, or New Contact in Planports to Add lead list in Instantly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Instantly and Planports to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Instantly and Planports can do together
From Instantly to Planports
When New Event in Instantly
then Update contact in Planports
From Planports to Instantly
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 Instantly and Planports
Triggers and actions 2 triggers · 33 actions
- New Event
Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.
- Activate campaign
Starts a campaign, or resumes a paused one, and returns the updated campaign.
- Add campaign
Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.
- Add lead list
Creates a new lead list in Instantly for storing leads.
- Add Lead to Campaign
Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.
- Add Tags to Campaigns
Assigns one or more custom tags to one or more campaigns.
- Add to Blocklist
Adds an email address or domain to the workspace's blocklist so it no longer receives emails.
- Create a New Tag
Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.
- Delete blocklist entry
Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.
- Delete lead
Permanently deletes a lead from your Instantly workspace and returns the deleted lead.
- Find Lead
Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match.
- Get Blocklist Entry
Returns a single block list entry (a blocked email address or domain) by its ID.
- Get campaign
Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.
- Get lead
Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.
- List campaigns
Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.
- List lead lists
Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.
- List leads
Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.
- List Tag Mappings
Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.
- Pause campaign
Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.
- Remove Lead From Campaign
Removes one or more leads from an Instantly campaign, deleting them from that campaign.
- Remove Tags From Campaigns
Removes one or more custom tags from Instantly campaigns.
- Update lead
Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead.
- Update Lead Status
Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list.
- New Contact
Triggered when a new contact, either an individual or an organization, is added in Planports.
- Add meeting
Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity.
- Add proposal
Creates a sales proposal for a Planports contact, optionally with product lines.
- Find contact by phone number
Finds a Planports contact by phone number and returns the matching contact.
- 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.
- List meetings
Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content.
- List products
Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested.
- List projects
Returns the projects in your Planports account, optionally filtered by project name.
- List proposals
Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them.
- List tasks
Returns the tasks in your Planports account, optionally filtered by project, stage or task detail.
- Update contact
Updates an existing contact (person or organization) in Planports.
- Update opportunity
Updates an existing opportunity in Planports. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Instantly and Planports, answered
What can start an automation from Instantly?
Any of Instantly's 1 trigger in the catalog, including New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planports when something happens in Instantly?
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 Instantly?
Yes. When something happens in Planports, your agent can act in Instantly too. This page covers both directions: Planports's triggers and Instantly's actions are listed here as well.
Do I have to build a connector for Instantly 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 Instantly 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.