--- title: "Connect One Tap and Planports - APIANT.ai" description: "When \"New Participant Check-in\" fires in One Tap, your agent runs \"Update contact\" in Planports." canonical: "https://apiant.ai/connect/one-tap-to-planports" --- # Connect One Tap and Planports When **New Participant Check-in** fires in [One Tap](https://apiant.ai/connections/one-tap), your agent runs **Update contact** in [Planports](https://apiant.ai/connections/planports), or **New Contact** in Planports to **Add Punch Pass** in One Tap. Describe the whole flow and it is built, tested on every scenario and kept running. One Tap **2** triggers One Tap **19** actions Planports **1** trigger Planports **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want One Tap and Planports 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 One Tap and Planports can do together ### From One Tap to Planports - When **New Participant Check-in** in One Tap then **Update contact** in Planports - When **New Profile** in One Tap then **Find contact by phone number** in Planports ### From Planports to One Tap - When **New Contact** in Planports then **Add Punch Pass** in One Tap - When **New Contact** in Planports then **Create List** in One Tap 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 One Tap and Planports ## Triggers and actions 3 triggers · 30 actions - Trigger **New Participant Check-in** Triggered when a participant is checked in on a One Tap list. - Trigger **New Profile** Triggered when a new person profile is created in One Tap. - Action **Add Punch Pass** Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass. - Action **Check in participant** Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant. - Action **Check out participant** Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant. - Action **Create List** Creates a new list (event) in One Tap that people can be checked in to. Returns the new list. - Action **Create Participant** Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant. - Action **Delete List** Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion. - Action **Delete Pass** Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion. - Action **Delete Profile** Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion. - Action **Get List** Returns a single One Tap list (event) with its schedule, check-in settings and survey data. - Action **Get Lists** Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list. - Action **Get Participants on List** Returns the participants on a One Tap list, with their check-in and check-out details. - Action **Get Passes** Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type. - Action **Get Profile** Returns a single person's profile from One Tap, including the account's custom fields. - Action **Get Profile Passes** Returns the passes belonging to one person's profile in One Tap. - Action **Get Profiles** Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting. - Action **Redeem Punch Pass** Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass. - Action **Remove Participant** Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal. - Action **Update List** Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list. - Action **Update Participant** Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant. - Trigger **New Contact** Triggered when a new contact, either an individual or an organization, is added in Planports. - Action **Add meeting** Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity. - Action **Add proposal** Creates a sales proposal for a Planports contact, optionally with product lines. - Action **Find contact by phone number** Finds a Planports contact by phone number and returns the matching contact. - Action **List contacts** Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added. - Action **List meetings** Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content. - Action **List products** Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested. - Action **List projects** Returns the projects in your Planports account, optionally filtered by project name. - Action **List proposals** Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them. - Action **List tasks** Returns the tasks in your Planports account, optionally filtered by project, stage or task detail. - Action **Update contact** Updates an existing contact (person or organization) in Planports. - Action **Update opportunity** Updates an existing opportunity in Planports. Only the fields you fill in are changed. ## Each app on its own - [ **One Tap** OneTap offers a comprehensive attendance tracking solution ideal for educational institutions, events, and...](https://apiant.ai/connections/one-tap) - [ **Planports** Planports combines CRM and Business Management tools like proposals, orders, stock management and accounting](https://apiant.ai/connections/planports) Reviews ## What our customers say ## More from One Tap - [ **One Tap to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/one-tap-to-google-sheets) - [ **One Tap to ScraperAPI** ScraperAPI is a data extraction service that transforms websites into structured, automation-ready data](https://apiant.ai/connect/one-tap-to-scraperapi) - [ **One Tap to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/one-tap-to-salesforce) - [ **One Tap to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/one-tap-to-slack) - [ **One Tap to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/one-tap-to-stripe) - [ **One Tap to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/one-tap-to-shopify) ## More into Planports - [ **HubSpot to Planports** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planports) - [ **Google Sheets to Planports** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-planports) - [ **Gmail to Planports** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planports) - [ **Google Calendar to Planports** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planports) - [ **Google Drive to Planports** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-planports) - [ **Mailchimp to Planports** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-planports) Questions ## One Tap and Planports, answered ### ### What can start an automation from One Tap? Any of One Tap's 2 triggers in the catalog, including New Participant Check-in and New Profile. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planports when something happens in One Tap? Any of Planports's 11 actions, including Update contact, Update opportunity, Add meeting and Add proposal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Planports to One Tap? Yes. When something happens in Planports, your agent can act in One Tap too. This page covers both directions: Planports's triggers and One Tap's actions are listed here as well. ### ### Do I have to build a connector for One Tap or Planports? 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 One Tap and Planports 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.