Integration
Connect Nifty and Planfix
When New Doc fires in Nifty, your agent runs Add Contact in Planfix, or New Comment in Planfix to Create Document in Nifty. 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 Nifty 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 Nifty and Planfix can do together
From Nifty to Planfix
When New Doc in Nifty
then Add Contact in Planfix
When New File in Nifty
then Add file from URL in Planfix
From Planfix to Nifty
When New Comment in Planfix
then Create Document in Nifty
When New Contact in Planfix
then Create File in Nifty
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 Nifty and Planfix
Triggers and actions 17 triggers · 35 actions
Trigger
New DocTriggers when a new doc is created.
Trigger
New FileTriggers when a new file is uploaded.
Trigger
New MessageTriggers when a new message is sent.
Trigger
New MilestoneTriggers when a new milestone is created.
Trigger
New PortfolioTriggers when a new portfolio is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New StatusTriggers when a new status is created.
Trigger
New SubtaskTriggers when a new subtask is created.
Trigger
New TagTriggers when a new tag is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Task Is CompletedTriggers when a task is completed.
Action
Create DocumentCreates a Nifty document in a project, optionally seeding its body from Markdown.
Action
Create Filecreates a file record in a project from text content (or a URL), firing file.created.
Action
Create MilestoneCreates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project.
Action
Create PortfolioCreates a portfolio (a team-level grouping of projects) in Nifty.
Action
Create ProjectCreates a new project.
Action
Create StatusCreates a status column (Kanban column / list stage) in a Nifty project.
Action
Create SubtaskCreates a new subtask.
Action
Create TagCreates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more.
Action
Create TaskCreates a new task.
Action
Create Upload URLReturns a presigned upload URL and storage key for a new file. Upload the bytes to the URL, then pass the key to Create File.
Action
Get DocumentRetrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included.
Action
Get MessageRetrieve a single Nifty message (chat message or comment) by its ID.
Action
Get MilestoneRetrieve a single milestone by its id, including its custom-field values.
Action
Get ProjectRetrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand.
Action
Get StatusRetrieve a single Nifty status column by its id.
Action
Get TagRetrieves a single tag (Nifty label) by id.
Action
Send MessagePosts a message in Nifty: into a chat, as a comment on a task, document, file or annotation, as a reply to another message, or as a direct message to a team member.
Trigger
New CommentTriggers when a new comment is added to a chosen Planfix task.
Trigger
New ContactTriggers when a new contact is created in Planfix.
Trigger
New projectTriggers when a new project is created in Planfix.
Trigger
New TaskTriggers when a new task is created in Planfix.
Trigger
Updated ContactTriggers when a Planfix contact is created or changed.
Trigger
Updated TaskTriggers when a Planfix task is created or changed.
Action
Add checklist itemAdds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.
Action
Add CommentAdds a comment to a Planfix task.
Action
Add ContactCreates a new contact or company in Planfix.
Action
Add file from URLUploads a file to Planfix from a public link and returns the new file's ID.
Action
Add projectCreates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.
Action
Add TaskCreates a new task in Planfix.
Action
Delete CommentDeletes a Planfix comment.
Action
Delete ContactDeletes a Planfix contact.
Action
Delete projectDeletes a project in Planfix by its number.
Action
Delete TaskDeletes a Planfix task.
Action
Find a ContactReturns Planfix contacts or companies, optionally only those from a saved contact filter.
Action
Find a TaskReturns Planfix tasks, optionally only those from a saved task filter.
Action
Find directory entries by criteriaFinds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.
Action
Get contactReturns a Planfix contact or company by its number, including its details and any requested custom field values.
Action
Get userReturns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.
Action
Update CommentChanges the text of a comment on a Planfix task.
Action
Update ContactUpdates an existing Planfix contact.
Action
Update TaskUpdates 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
More from Nifty
Nifty to ZapCapZapCap is an AI-powered tool that generates captions for your videos.
Nifty to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Nifty to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Nifty to StripeStripe is a payment processing platform for online businesses.
Nifty to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Nifty to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Planfix
HubSpot to PlanfixHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PlanfixGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PlanfixGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PlanfixGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PlanfixGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PlanfixMailchimp marketing automation and email platform.
Questions
Nifty and Planfix, answered
What can start an automation from Nifty?
Any of Nifty's 11 triggers in the catalog, including New Doc, New File, New Message and New Milestone. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfix when something happens in Nifty?
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 Nifty?
Yes. When something happens in Planfix, your agent can act in Nifty too. This page covers both directions: Planfix's triggers and Nifty's actions are listed here as well.
Do I have to build a connector for Nifty 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 Nifty 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.