Integration
Connect Keap and Planfix
When New Contact fires in Keap, your agent runs Add Contact in Planfix, or New Comment in Planfix to Add contact to campaign sequence in Keap. 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 Keap and Planfix 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Keap and Planfix can do together
From Keap to Planfix
When New Contact in Keap
then Add Contact in Planfix
From Planfix to Keap
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 Keap and Planfix
Triggers and actions 8 triggers · 55 actions
- New Contact
Polling trigger: fires when a new contact is created in Keap.
- Updated Contact
Polling trigger: fires when a contact is updated in Keap.
- Add contact to campaign sequence
Adds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.
- Add order
Creates a one-time order for a contact in Keap, with its order items.
- Add product
Creates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.
- Apply Tag to Contact
Apply one or more tags to a contact.
- Create Company
Create a new company.
- Create Contact
Create a new Keap contact.
- Create Contact Custom Field
Create a new custom field on the contact model.
- Create Note
Create a note attached to a contact.
- Create Opportunity
Create a sales opportunity.
- Create Tag
Create a new tag, optionally in a category.
- Create Task
Create a task, optionally linked to a contact.
- Delete Contact
Delete a Keap contact by ID.
- Delete note
Deletes a note from a Keap contact's record.
- Delete task
Deletes a task in Keap by its ID.
- Get company
Returns a single Keap company by its ID, including address, contact details and custom fields.
- Get Contact
Retrieve a Keap contact by ID.
- Get Contact Tags
List tags applied to a contact.
- Get note
Returns a single note on a Keap contact, including its title, text, type and assigned user.
- Get opportunity
Returns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.
- Get order
Returns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.
- Get product
Returns a single Keap product by its ID, including price, inventory, options and subscription plans.
- Get task
Returns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.
- List campaigns
Returns the campaigns in your Keap account, optionally filtered by name and sorted.
- List Companies
List companies.
- List Contact Custom Fields
Retrieve the contact model including custom fields.
- List Contacts
List Keap contacts, optionally filtered by email.
- List notes
Returns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.
- List products
Returns a list of products in your Keap account, optionally filtered by name.
- List Tags
List all tags.
- List users
Returns the users of the Keap account, optionally filtered by email or name.
- Remove Tag from Contact
Remove a tag from a contact.
- Send email
Sends an email from a Keap user to one or more contacts.
- Update company
Updates an existing company in Keap with the values you provide; fields left blank are not changed.
- Update Contact
Update an existing Keap contact by ID.
- Update note
Updates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.
- Update opportunity
Updates an existing opportunity in Keap, changing only the details you fill in.
- Update task
Updates an existing task in Keap, changing only the details you provide.
- New Comment
Triggers when a new comment is added to a chosen Planfix task.
- New Contact
Triggers when a new contact is created in Planfix.
- New project
Triggers when a new project is created in Planfix.
- New Task
Triggers when a new task is created in Planfix.
- Updated Contact
Triggers when a Planfix contact is created or changed.
- Updated Task
Triggers when a Planfix task is created or changed.
- Add checklist item
Adds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.
- Add Comment
Adds a comment to a Planfix task.
- Add Contact
Creates a new contact or company in Planfix.
- Add file from URL
Uploads a file to Planfix from a public link and returns the new file's ID.
- Add project
Creates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.
- Add Task
Creates a new task in Planfix.
- Delete Comment
Deletes a Planfix comment.
- Delete Contact
Deletes a Planfix contact.
- Delete project
Deletes a project in Planfix by its number.
- Delete Task
Deletes a Planfix task.
- Find a Contact
Returns Planfix contacts or companies, optionally only those from a saved contact filter.
- Find a Task
Returns Planfix tasks, optionally only those from a saved task filter.
- Find directory entries by criteria
Finds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.
- Get contact
Returns a Planfix contact or company by its number, including its details and any requested custom field values.
- Get user
Returns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.
- Update Comment
Changes the text of a comment on a Planfix task.
- Update Contact
Updates an existing Planfix contact.
- Update Task
Updates the name or description of an existing Planfix task.
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
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Questions
Keap and Planfix, answered
What can start an automation from Keap?
Any of Keap's 2 triggers in the catalog, including New Contact and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfix when something happens in Keap?
Any of Planfix's 18 actions, including Update Comment, Update Contact, Update Task and Add checklist item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planfix to Keap?
Yes. When something happens in Planfix, your agent can act in Keap too. This page covers both directions: Planfix's triggers and Keap's actions are listed here as well.
Do I have to build a connector for Keap or Planfix?
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 Keap and Planfix 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.