--- title: "Connect OneDeck and Ploomes - APIANT.ai" description: "When \"Record Created\" fires in OneDeck, your agent runs \"Add interaction record\" in Ploomes, or \"New contact\" in Ploomes to \"Create Record\" in OneDeck." canonical: "https://apiant.ai/connect/onedeck-to-ploomes" --- # Connect OneDeck and Ploomes When **Record Created** fires in [OneDeck](https://apiant.ai/connections/onedeck), your agent runs **Add interaction record** in [Ploomes](https://apiant.ai/connections/ploomes), or **New contact** in Ploomes to **Create Record** in OneDeck. Describe the whole flow and it is built, tested on every scenario and kept running. OneDeck **2** triggers OneDeck **14** actions Ploomes **3** triggers Ploomes **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want OneDeck and Ploomes 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 OneDeck and Ploomes can do together ### From OneDeck to Ploomes - When **Record Created** in OneDeck then **Add interaction record** in Ploomes - When **Record Updated** in OneDeck then **Add contact** in Ploomes ### From Ploomes to OneDeck - When **New contact** in Ploomes then **Create Record** in OneDeck - When **New deal** in Ploomes then **Update Record** in OneDeck 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 OneDeck and Ploomes ## Triggers and actions 5 triggers · 33 actions - Trigger **Record Created** Triggers when a new record is created on the selected OneDeck board. - Trigger **Record Updated** Triggers when a record on the chosen OneDeck board is created or updated. - Action **Add attachment** Uploads a file and attaches it to a record on a OneDeck board. - Action **Add board** Creates a new board in a OneDeck workspace, with a default table view. - Action **Add field** Adds a new field (column) to a OneDeck board. The field is added to every view of the board. - Action **Add workspace** Creates a new workspace in your OneDeck account. - Action **Create Record** Creates a new record on a OneDeck board, with a name and optional field values. - Action **Find Record** Finds records on a OneDeck board that match a search text, optionally narrowed by field filters. - Action **Get record** Returns one record from a board, including its field values, attachments and share link. - Action **List fields** Returns every field defined on a OneDeck board, including its type and option settings. - Action **List records** Returns the records on a OneDeck board, optionally filtered by field values or search text. - Action **List users** Returns every user in the OneDeck account with their name, email, status and role. - Action **List workspaces** Returns every workspace in the OneDeck account, with each workspace's id, name and icon. - Action **Update board** Renames a board, moves it to another workspace, or both. - Action **Update Record** Updates the name and field values of an existing record on a OneDeck board. - Action **Update workspace** Renames a workspace or changes its icon. Only the values you fill in are changed. - Trigger **New contact** Triggers when a new contact (person or company) is created in Ploomes. - Trigger **New deal** Triggers when a new deal is created in Ploomes. - Trigger **New task** Triggers when a new task is created in Ploomes. - Action **Add contact** Creates a contact (a person or a company) in Ploomes and returns the new contact record. - Action **Add deal** Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values. - Action **Add interaction record** Creates an interaction record (a note, call or email log) on a Ploomes contact or deal. - Action **Add product** Creates a product in your Ploomes account and returns the new product. - Action **Add quote** Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values. - Action **Add task** Creates a task in Ploomes, optionally linked to a contact or deal. - Action **Delete contact** Deletes a contact (person or company) from your Ploomes account. - Action **Delete deal** Deletes a deal from your Ploomes account. - Action **Find contacts by criteria** Returns the Ploomes contacts (people and companies) that match the criteria you give. - Action **Find deals by criteria** Returns the deals that match the criteria you give, such as a title, stage or customer. - Action **Find interaction records by criteria** Returns the interaction records (activity history entries) that match the criteria you give. - Action **Find tasks by criteria** Returns the tasks that match the criteria you specify, such as title, contact or deal. - Action **Finish task** Marks a Ploomes task as finished. - Action **Get quote** Returns a single quote (proposal) by its ID, including its custom field values. - Action **Lose deal** Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal. - Action **Update contact** Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed. - Action **Update deal** Updates an existing deal in Ploomes. Only the fields you fill in are changed. - Action **Update task** Updates an existing task in Ploomes. Only the fields you fill in are changed. - Action **Win deal** Marks a Ploomes deal as won and returns the updated deal. ## Each app on its own - [ **OneDeck** OneDeck is a smart and automated platform for all business management needs.](https://apiant.ai/connections/onedeck) - [ **Ploomes** Sales force automation system that links CRM, Sales Funnel, Proposal Automation and Sales Orders.](https://apiant.ai/connections/ploomes) Reviews ## What our customers say ## More from OneDeck - [ **OneDeck to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/onedeck-to-salesforce) - [ **OneDeck to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/onedeck-to-slack) - [ **OneDeck to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/onedeck-to-stripe) - [ **OneDeck to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/onedeck-to-shopify) - [ **OneDeck to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/onedeck-to-quickbooks-online) - [ **OneDeck to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/onedeck-to-pipedrive) ## More into Ploomes - [ **HubSpot to Ploomes** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ploomes) - [ **Google Sheets to Ploomes** Google Sheets](https://apiant.ai/connect/google-sheets-to-ploomes) - [ **Gmail to Ploomes** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ploomes) - [ **Google Calendar to Ploomes** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ploomes) - [ **Google Drive to Ploomes** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ploomes) - [ **Mailchimp to Ploomes** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ploomes) Questions ## OneDeck and Ploomes, answered ### ### What can start an automation from OneDeck? Any of OneDeck's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ploomes when something happens in OneDeck? Any of Ploomes's 19 actions, including Update contact, Update deal, Update task and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ploomes to OneDeck? Yes. When something happens in Ploomes, your agent can act in OneDeck too. This page covers both directions: Ploomes's triggers and OneDeck's actions are listed here as well. ### ### Do I have to build a connector for OneDeck or Ploomes? 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 OneDeck and Ploomes 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.