Integration
Connect Novi AMS and Planfix
When Event Registration Created fires in Novi AMS, your agent runs Add Contact in Planfix, or New Comment in Planfix to Get Order in Novi AMS. 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 Novi AMS 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 Novi AMS and Planfix can do together
From Novi AMS to Planfix
When Event Registration Created in Novi AMS
then Add Contact in Planfix
From Planfix to Novi AMS
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 Novi AMS and Planfix
Triggers and actions 8 triggers · 25 actions
- Event Registration Created
Triggers when someone registers for an event in Novi AMS, including the attendees on the registration.
- Event Registration Updated
Triggers when an event registration changes in Novi AMS, such as a payment status or attendee update.
- Creates Member Activity
Creates an activity (call, meeting, CEU and so on) on a member's record in Novi AMS.
- Find Event Registration
Finds event registrations in Novi AMS by attendee name, optionally within one event.
- Find Member
Finds members in Novi AMS by full name, email address or parent company name.
- Get Member
Returns one member's full record from Novi AMS.
- Get Order
Returns one order from Novi AMS, with its line items and purchaser.
- List Events
Returns the events in Novi AMS, optionally filtered by name.
- Updates Member
Updates a member's name, contact details or notes in Novi AMS.
- 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
More from Novi AMS
Novi AMS to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Novi AMS to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Novi AMS to StripeStripe is a payment processing platform for online businesses.
Novi AMS to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Novi AMS to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Novi AMS to PipedrivePipedrive is a sales CRM and pipeline management tool.
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
Novi AMS and Planfix, answered
What can start an automation from Novi AMS?
Any of Novi AMS's 2 triggers in the catalog, including Event Registration Created and Event Registration Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfix when something happens in Novi AMS?
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 Novi AMS?
Yes. When something happens in Planfix, your agent can act in Novi AMS too. This page covers both directions: Planfix's triggers and Novi AMS's actions are listed here as well.
Do I have to build a connector for Novi AMS 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 Novi AMS 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.