Integration
Connect Membrain and ProcessPlan
When Account Growth Project Created fires in Membrain, your agent runs Complete a Task in ProcessPlan, or Field Updated in ProcessPlan to Create Completed Task in Membrain. 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 Membrain and ProcessPlan 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 Membrain and ProcessPlan can do together
From Membrain to ProcessPlan
When Account Growth Project Created in Membrain
then Complete a Task in ProcessPlan
When Account Growth Project Moved to Stage in Membrain
then Start a Process Task in ProcessPlan
From ProcessPlan to Membrain
When Field Updated in ProcessPlan
then Create Completed Task in Membrain
When Process Instance Completed in ProcessPlan
then Create Task in Membrain
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 Membrain and ProcessPlan
Triggers and actions 32 triggers · 29 actions
Trigger
Account Growth Project ArchivedTriggers when a Account Growth Project reaches status Archived.
Trigger
Account Growth Project CreatedTriggers when a new Account Growth Project is created.
Trigger
Account Growth Project Moved to StageTriggers when a Account Growth Project moves to a different stage of its process.
Trigger
Account Growth Project WonTriggers when a Account Growth Project reaches status Won.
Trigger
Activity CreatedTriggers when a new Activity (email, call, note, appointment or task) is created in Membrain.
Trigger
Company CreatedTriggers when a new Company is created.
Trigger
Contact CreatedTriggers when a new Contact is created.
Trigger
Flow ArchivedTriggers when a Flow reaches status Archived.
Trigger
Flow CreatedTriggers when a new Flow is created.
Trigger
Flow Moved to StageTriggers when a Flow moves to a different stage of its process.
Trigger
Flow WonTriggers when a Flow reaches status Won.
Trigger
Prospect CreatedTriggers when a new Prospect is created.
Trigger
Prospect DisqualifiedTriggers when a Prospect reaches status Disqualified.
Trigger
Prospect WonTriggers when a Prospect reaches status Qualified.
Trigger
Sales Project ArchivedTriggers when a Sales Project reaches status Archived.
Trigger
Sales Project CreatedTriggers when a new Sales Project is created.
Trigger
Sales Project Moved to StageTriggers when a Sales Project moves to a different stage of its process.
Trigger
Sales Project WonTriggers when a Sales Project reaches status Won.
Trigger
Ticket ArchivedTriggers when a Ticket reaches status Archived.
Trigger
Ticket CreatedTriggers when a new Ticket is created.
Trigger
Ticket Moved to StageTriggers when a Ticket moves to a different stage of its process.
Trigger
Ticket ResolvedTriggers when a Ticket reaches status Resolved.
Action
Create AppointmentCreates an Appointment in Membrain.
Action
Create CallLogs a Call in Membrain.
Action
Create Completed TaskCreates a Task in Membrain and marks it completed, so it shows as done in the activity stream.
Action
Create NoteCreates a Note in Membrain.
Action
Create TaskCreates a Task in Membrain.
Action
Find Account Growth Project by KeyFinds the first Account Growth Project matching the given value; returns found=false when there is none.
Action
Find Account Growth Project by NameFinds the first Account Growth Project matching the given value; returns found=false when there is none.
Action
Find Company by External IdentifierFinds the first Company matching the given value; returns found=false when there is none.
Action
Find Company by IdReturns one Company by its Id.
Action
Find Company by NameFinds the first Company matching the given value; returns found=false when there is none.
Action
Find Contact by Company Name and NameFinds the first Contact with the given full name.
Action
Find Contact by IdReturns one Contact by its Id.
Action
Find Contact by Primary Email AddressFinds the first Contact matching the given value; returns found=false when there is none.
Action
Find Flow by KeyFinds the first Flow matching the given value; returns found=false when there is none.
Action
Find Flow by NameFinds the first Flow matching the given value; returns found=false when there is none.
Action
Find Prospect by IdReturns one Prospect by its Id.
Action
Find Prospect by KeyFinds the first Prospect matching the given value; returns found=false when there is none.
Action
Find Prospect by NameFinds the first Prospect matching the given value; returns found=false when there is none.
Action
Find Sales Project by KeyFinds the first Sales Project matching the given value; returns found=false when there is none.
Action
Find Sales Project by NameFinds the first Sales Project matching the given value; returns found=false when there is none.
Action
Find Ticket by KeyFinds the first Ticket matching the given value; returns found=false when there is none.
Action
Find Ticket by NameFinds the first Ticket matching the given value; returns found=false when there is none.
Trigger
Field UpdatedTriggers when a field value on a running process is changed.
Trigger
Process Instance CompletedTriggers when a process is completed.
Trigger
Process Instance StartedTriggers when a new process is started.
Trigger
Task AssignedTriggers when a task is assigned to someone.
Trigger
Task CanceledTriggers when a task is canceled.
Trigger
Task CompletedTriggers when a task is completed.
Trigger
Task Due Date ChangedTriggers when a pending task's due date is set or changed.
Trigger
Task Notes UpdatedTriggers when the notes on a pending task are updated.
Trigger
Task Past DueTriggers when a pending task becomes past due.
Trigger
Task Start Date ChangedTriggers when a pending task's start date is set or changed.
Action
Cancel a ProcessCancels a running process.
Action
Cancel a Process TaskCancels a pending task in a running process.
Action
Complete a TaskCompletes a pending task by submitting one of its responses.
Action
Find a Process InstanceFinds process instances whose properties match a filter, such as the instance description.
Action
Start a New ProcessStarts a new process from a process template and fills in its starting fields.
Action
Start a Process TaskStarts a task in a running process out of its normal order. Use with caution.
Action
Update Process FieldsSaves new values into one or more fields of a running process.
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
Membrain and ProcessPlan, answered
What can start an automation from Membrain?
Any of Membrain's 22 triggers in the catalog, including Account Growth Project Created, Account Growth Project Moved to Stage, Activity Created and Company Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ProcessPlan when something happens in Membrain?
Any of ProcessPlan's 7 actions, including Update Process Fields, Complete a Task, Find a Process Instance and Start a New Process. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProcessPlan to Membrain?
Yes. When something happens in ProcessPlan, your agent can act in Membrain too. This page covers both directions: ProcessPlan's triggers and Membrain's actions are listed here as well.
Do I have to build a connector for Membrain or ProcessPlan?
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 Membrain and ProcessPlan 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.