Integration
Connect Omnisend to Planfact
When New Contact fires in Omnisend, your agent runs Add invoice document in Planfact. 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 Omnisend and Planfact 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)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 Omnisend can start in Planfact
When New Contact in Omnisend
then Add invoice document in Planfact
When Updated Contacts in Omnisend
then Add project in Planfact
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 Omnisend and Planfact
Triggers and actions 2 triggers · 56 actions
Trigger
New ContactTriggers when a new contact is added to your Omnisend account, optionally limited to a subscription status, segment or tag.
Trigger
Updated ContactsTriggers when a contact is created or updated in Omnisend, newest changes first.
Action
Add email templateCreates a new email template in Omnisend with a name, general style settings and content sections.
Action
Add productCreates a product in your Omnisend catalog, with optional variants, images, categories and tags.
Action
Add product categoryCreates a new product category in your Omnisend store.
Action
Add segmentCreates a new contact segment in Omnisend from a name and a set of condition rules.
Action
Add tags to contactsAdds one or more tags to contacts chosen by contact ID, email, phone number or segment. Tagging happens in the background, so tags may take a moment to appear.
Action
Cancel CampaignCancels a scheduled or paused campaign (or a started email campaign) in Omnisend and marks it as canceled.
Action
Copy CampaignCreates a new draft copy of an existing campaign, including its content, audience and settings. The copy is named "Copy of: " followed by the original name.
Action
Create CampaignCreates a new draft campaign (email or SMS; regular, A/B test or booster) in Omnisend and returns the created campaign.
Action
Create SubscriberCreates a subscriber (contact) in Omnisend, or updates the existing contact with the same email address.
Action
Delete CampaignDeletes a campaign from your Omnisend account.
Action
Delete Email TemplateDeletes an email template from your Omnisend account by its ID.
Action
Delete ImageDeletes an image from the Omnisend image library by its ID.
Action
Delete productDeletes a product from the Omnisend product catalog by its ID.
Action
Delete SegmentPermanently deletes a segment in Omnisend.
Action
Find CampaignReturns a single Omnisend campaign by its ID, including its name, status, channel, audience, content and sending settings.
Action
Find CampaignsReturns campaigns whose name contains the given text, optionally filtered by status, channel, type and created/updated dates.
Action
Find Email TemplateReturns a single email template, including its name, layout sections and general settings, looked up by its ID.
Action
Find Email TemplatesReturns email templates whose names contain the given text.
Action
Find ImageReturns a single image from your Omnisend image library by its ID, including its URL, size and dimensions.
Action
Find ImagesReturns images in your Omnisend library whose names contain the search text.
Action
Find SegmentReturns an Omnisend segment by its ID, including its name, status and condition rules.
Action
Find SegmentsFinds segments whose name contains the given text.
Action
Get contactReturns a single Omnisend contact by its ID, including profile details, identifiers, tags, segments and custom properties.
Action
Get productReturns a single product from your Omnisend catalog by its ID, including its variants, images, categories and stock status.
Action
Get Segment StatisticsReturns statistics for a segment, including how many contacts it currently contains.
Action
Import Email TemplateCreates a new Omnisend email template by importing raw HTML. Returns the created template.
Action
List contactsReturns Omnisend contacts, optionally filtered by email, phone, subscription status, segment, tag or last-update time.
Action
Remove tags from contactsRemoves one or more tags from contacts chosen by contact ID, email, phone number or segment. Omnisend processes the removal in the background.
Action
Render Email TemplateRenders an email template and returns its full HTML body for preview.
Action
Send Customer EventSends a customer event (custom or recommended) to Omnisend for a contact, creating or updating the contact and triggering any automations based on that event.
Action
Update CampaignUpdates a draft campaign's name, language, content, audience, sending settings, booster or A/B test settings. Only campaigns still in draft can be updated.
Action
Update contactUpdates an existing Omnisend contact by its ID, changing only the fields you fill in, and returns the updated contact.
Action
Update email templateFully replaces an existing Omnisend email template's name, sections and general settings, and returns the updated template.
Action
Update productReplaces an existing product in your Omnisend catalog with the details you provide. Fields left blank are not kept from the previous version.
Action
Update segmentUpdates an existing segment's name and rules. The segment can't be updated while it is being built.
Action
Upload ImageUploads an image to your Omnisend image library from a publicly accessible URL and returns the stored image details.
Action
Add accountCreates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.
Action
Add contragentCreates a new contragent (counterparty) in Planfact.
Action
Add invoice documentCreates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.
Action
Add operation categoryCreates a new income, outcome or balance-sheet category (article) in PlanFact.
Action
Add operation incomeCreates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.
Action
Add operation outcomeCreates an outcome (payment / expense) operation in Planfact on the chosen account.
Action
Add productCreates a new product or service in Planfact with its name, price, currency and VAT.
Action
Add projectCreates a new project in Planfact, optionally in a project group and linked to a budget.
Action
Delete contragentDeletes a contragent (counterparty) from Planfact.
Action
Delete operationDeletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.
Action
Get accountReturns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.
Action
Get contragentReturns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.
Action
Get operationReturns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts.
Action
Get projectReturns a Planfact project by its ID, including its group, currency and status.
Action
List contragentsReturns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.
Action
List operation categoriesReturns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.
Action
List productsReturns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.
Action
List projectsReturns the projects in your Planfact account, optionally filtered by name, group, status or dates.
Action
Update contragentUpdates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.
Action
Update projectUpdates an existing Planfact project's name, comment, status, group, budget or closed flag.
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 Omnisend
Omnisend to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Omnisend to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Omnisend to StripeStripe is a payment processing platform for online businesses.
Omnisend to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Omnisend to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Omnisend to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Planfact
HubSpot to PlanfactHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to PlanfactSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to PlanfactSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to PlanfactGoogle Sheets
Gmail to PlanfactGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PlanfactGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Omnisend and Planfact, answered
What can start an automation from Omnisend?
Any of Omnisend's 2 triggers in the catalog, including New Contact and Updated Contacts. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Omnisend?
Any of Planfact's 20 actions, including Update contragent, Update project, Add account and Add contragent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planfact to Omnisend?
Planfact has no triggers in the catalog today, so automations start in Omnisend. If you need the other direction, ask: your agent reads Planfact's API documentation and adds it.
Do I have to build a connector for Omnisend or Planfact?
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 Omnisend and Planfact 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.