Integration
Connect Loyalzoo and Planfix
When Customer Updated fires in Loyalzoo, your agent runs Add Contact in Planfix, or New Comment in Planfix to Create New Customer in Loyalzoo. 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 Loyalzoo 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 Loyalzoo and Planfix can do together
From Loyalzoo to Planfix
When Customer Updated in Loyalzoo
then Add Contact in Planfix
From Planfix to Loyalzoo
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 Loyalzoo and Planfix
Triggers and actions 14 triggers · 29 actions
- Checkin
Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details.
- Customer Updated
Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships.
- Membership Created
Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it.
- Membership Ended
Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it.
- New Charge
Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes.
- New Counter Event
Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details.
- New Customer Created
Triggers when a new customer is added to the merchant's place.
- Points Given
Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change.
- Create New Customer
Creates a new customer and associates them with your Loyalzoo place, returning the customer's id.
- Export Latest Customer Data
Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods.
- Export Latest Transaction Data
Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards.
- Get Customer Payment Method
Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default.
- Get Membership
Returns one membership held by a customer of your place, including its amount, billing dates and status.
- Get Merchant Info
Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events.
- Give Points
Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer.
- Increase Counter
Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose.
- Retrieve Customer Details
Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods.
- Search for Loyalty Customer via Email
Returns the customers of your Loyalzoo place whose email address matches the one you specify.
- Update Customer
Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record.
- 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
What our customers say
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Questions
Loyalzoo and Planfix, answered
What can start an automation from Loyalzoo?
Any of Loyalzoo's 8 triggers in the catalog, including Customer Updated, Membership Created, New Charge and New Counter Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfix when something happens in Loyalzoo?
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 Loyalzoo?
Yes. When something happens in Planfix, your agent can act in Loyalzoo too. This page covers both directions: Planfix's triggers and Loyalzoo's actions are listed here as well.
Do I have to build a connector for Loyalzoo 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 Loyalzoo 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.