--- title: "Connect Invoice Ninja and Ploomes - APIANT.ai" description: "When \"New expense\" fires in Invoice Ninja, your agent runs \"Add contact\" in Ploomes, or \"New contact\" in Ploomes to \"Email Invoice\" in Invoice Ninja." canonical: "https://apiant.ai/connect/invoice-ninja-to-ploomes" --- # Connect Invoice Ninja and Ploomes When **New expense** fires in [Invoice Ninja](https://apiant.ai/connections/invoice-ninja), your agent runs **Add contact** in [Ploomes](https://apiant.ai/connections/ploomes), or **New contact** in Ploomes to **Email Invoice** in Invoice Ninja. Describe the whole flow and it is built, tested on every scenario and kept running. Invoice Ninja **1** trigger Invoice Ninja **10** 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 Invoice Ninja 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 Invoice Ninja and Ploomes can do together ### From Invoice Ninja to Ploomes - When **New expense** in Invoice Ninja then **Add contact** in Ploomes - When **New expense** in Invoice Ninja then **Add deal** in Ploomes ### From Ploomes to Invoice Ninja - When **New contact** in Ploomes then **Email Invoice** in Invoice Ninja - When **New deal** in Ploomes then **Email Quote** in Invoice Ninja 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 Invoice Ninja and Ploomes ## Triggers and actions 4 triggers · 29 actions - Trigger **New expense** Triggers when a new expense is created in Invoice Ninja. - Action **Delete invoice** Deletes an invoice from your Invoice Ninja company by its id. - Action **Email Invoice** Emails an invoice to its client using the chosen email template, optionally with a custom subject, body and CC address. - Action **Email Quote** Emails an existing quote to its client, using a quote template or a custom subject and body. Returns the confirmation message and the quote that was emailed. - Action **Find Client** Finds clients by name, email, number or search text and returns the matching client records. - Action **Find Credit** Returns the credits that match a credit number, search text, client, status or date. - Action **Find Invoice** Finds invoices by number, search text, client, status or date, and returns the matches with the first one broken out. - Action **Find payments** Returns the payments that match a payment number, search text, client or other criteria. - Action **Find Product** Finds products in Invoice Ninja by name, product key or other filters, returning the matches and the first match. - Action **Find Project** Finds projects whose name, number or notes match the search text and returns the matches. - Action **Find Quote** Returns the quotes that match a quote number, search text, client, status or date criteria. - 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 - [ **Invoice Ninja** Create. Send. Get Paid. Invoice Ninja is a free, code-available suite of apps to invoice clients, accept...](https://apiant.ai/connections/invoice-ninja) - [ **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 Invoice Ninja - [ **Invoice Ninja to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/invoice-ninja-to-salesforce) - [ **Invoice Ninja to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/invoice-ninja-to-slack) - [ **Invoice Ninja to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/invoice-ninja-to-mailchimp) - [ **Invoice Ninja to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/invoice-ninja-to-stripe) - [ **Invoice Ninja to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/invoice-ninja-to-shopify) - [ **Invoice Ninja to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/invoice-ninja-to-quickbooks-online) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Invoice Ninja and Ploomes, answered ### ### What can start an automation from Invoice Ninja? Any of Invoice Ninja's 1 trigger in the catalog, including New expense. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ploomes when something happens in Invoice Ninja? 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 Invoice Ninja? Yes. When something happens in Ploomes, your agent can act in Invoice Ninja too. This page covers both directions: Ploomes's triggers and Invoice Ninja's actions are listed here as well. ### ### Do I have to build a connector for Invoice Ninja 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 Invoice Ninja 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.