--- title: "Connect Nifty and Previsto - APIANT.ai" description: "When \"New Doc\" fires in Nifty, your agent runs \"Create Contact\" in Previsto, or \"Completed Assignment\" in Previsto to \"Create Document\" in Nifty." canonical: "https://apiant.ai/connect/nifty-to-previsto" --- # Connect Nifty and Previsto When **New Doc** fires in [Nifty](https://apiant.ai/connections/nifty), your agent runs **Create Contact** in [Previsto](https://apiant.ai/connections/previsto), or **Completed Assignment** in Previsto to **Create Document** in Nifty. Describe the whole flow and it is built, tested on every scenario and kept running. Nifty **11** triggers Nifty **17** actions Previsto **5** triggers Previsto **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Nifty and Previsto 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 Nifty and Previsto can do together ### From Nifty to Previsto - When **New Doc** in Nifty then **Create Contact** in Previsto - When **New File** in Nifty then **Update contact** in Previsto ### From Previsto to Nifty - When **Completed Assignment** in Previsto then **Create Document** in Nifty - When **Created Agreement** in Previsto 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 Previsto ## Triggers and actions 16 triggers · 30 actions - Trigger **New Doc** Triggers when a new doc is created. - Trigger **New File** Triggers when a new file is uploaded. - Trigger **New Message** Triggers when a new message is sent. - Trigger **New Milestone** Triggers when a new milestone is created. - Trigger **New Portfolio** Triggers when a new portfolio is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Status** Triggers when a new status is created. - Trigger **New Subtask** Triggers when a new subtask is created. - Trigger **New Tag** Triggers when a new tag is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Task Is Completed** Triggers when a task is completed. - Action **Create Document** Creates a Nifty document in a project, optionally seeding its body from Markdown. - Action **Create File** creates a file record in a project from text content (or a URL), firing file.created. - Action **Create Milestone** Creates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project. - Action **Create Portfolio** Creates a portfolio (a team-level grouping of projects) in Nifty. - Action **Create Project** Creates a new project. - Action **Create Status** Creates a status column (Kanban column / list stage) in a Nifty project. - Action **Create Subtask** Creates a new subtask. - Action **Create Tag** Creates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more. - Action **Create Task** Creates a new task. - Action **Create Upload URL** Returns 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 Document** Retrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included. - Action **Get Message** Retrieve a single Nifty message (chat message or comment) by its ID. - Action **Get Milestone** Retrieve a single milestone by its id, including its custom-field values. - Action **Get Project** Retrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand. - Action **Get Status** Retrieve a single Nifty status column by its id. - Action **Get Tag** Retrieves a single tag (Nifty label) by id. - Action **Send Message** Posts 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 **Completed Assignment** Triggers when an assignment is marked as completed in Previsto. - Trigger **Created Agreement** Triggers when a new service agreement is created in Previsto. - Trigger **Created Assignment** Triggers when a new assignment is created in Previsto. - Trigger **Created Contact** Triggers when a new contact is created in your Previsto account, and hands on that contact's details. - Trigger **Updated Contact** Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details. - Action **Create Agreement** Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats. - Action **Create Assignment** Creates an assignment in Previsto for a customer and returns the created assignment. - Action **Create Contact** Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id. - Action **Delete agreement** Deletes a service agreement from Previsto. - Action **Delete assignment** Deletes an assignment from Previsto. - Action **Delete contact** Deletes a contact from Previsto. - Action **Get account** Returns a single Previsto account, including its contact details, roles and location. - Action **Get agreement** Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact. - Action **Get assignment** Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers. - Action **Get contact** Returns a single Previsto contact, including its address, billing settings and notification preferences. - Action **List contacts** Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state. - Action **Update agreement** Updates a service agreement in Previsto and returns the updated agreement. - Action **Update contact** Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information. ## Each app on its own - [ **Nifty** Nifty helps you communicate with your team members and manage your projects — all in one place.](https://apiant.ai/connections/nifty) - [ **Previsto** Previsto is a route planning tool for tasks and service agreements.](https://apiant.ai/connections/previsto) Reviews ## What our customers say ## More from Nifty - [ **Nifty to ZapCap** ZapCap is an AI-powered tool that generates captions for your videos.](https://apiant.ai/connect/nifty-to-zapcap) - [ **Nifty to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nifty-to-salesforce) - [ **Nifty to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nifty-to-slack) - [ **Nifty to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nifty-to-stripe) - [ **Nifty to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nifty-to-shopify) - [ **Nifty to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nifty-to-quickbooks-online) ## More into Previsto - [ **HubSpot to Previsto** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-previsto) - [ **Google Sheets to Previsto** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-previsto) - [ **Gmail to Previsto** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-previsto) - [ **Google Calendar to Previsto** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-previsto) - [ **Google Drive to Previsto** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-previsto) - [ **Mailchimp to Previsto** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-previsto) Questions ## Nifty and Previsto, 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 Previsto when something happens in Nifty? Any of Previsto's 13 actions, including Create Agreement, Create Assignment, Create Contact and Update agreement. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Previsto to Nifty? Yes. When something happens in Previsto, your agent can act in Nifty too. This page covers both directions: Previsto's triggers and Nifty's actions are listed here as well. ### ### Do I have to build a connector for Nifty or Previsto? 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 Previsto 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.