--- title: "Connect PagerDuty and Ploomes - APIANT.ai" description: "When \"New Incidents\" fires in PagerDuty, your agent runs \"Add contact\" in Ploomes, or \"New contact\" in Ploomes to \"Create Note on Incident\" in PagerDuty." canonical: "https://apiant.ai/connect/pagerduty-to-ploomes" --- # Connect PagerDuty and Ploomes When **New Incidents** fires in [PagerDuty](https://apiant.ai/connections/pagerduty), your agent runs **Add contact** in [Ploomes](https://apiant.ai/connections/ploomes), or **New contact** in Ploomes to **Create Note on Incident** in PagerDuty. Describe the whole flow and it is built, tested on every scenario and kept running. PagerDuty **2** triggers PagerDuty **26** 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 PagerDuty 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 PagerDuty and Ploomes can do together ### From PagerDuty to Ploomes - When **New Incidents** in PagerDuty then **Add contact** in Ploomes - When **List Maintenance Windows** in PagerDuty then **Add deal** in Ploomes ### From Ploomes to PagerDuty - When **New contact** in Ploomes then **Create Note on Incident** in PagerDuty - When **New deal** in Ploomes then **Add Responders** in PagerDuty 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 PagerDuty and Ploomes ## Triggers and actions 5 triggers · 45 actions - Trigger **List Maintenance Windows** Gets a list of maintenance windows. - Trigger **New Incidents** Polls for new incidents in PagerDuty. - Action **Add Responders** Request additional responders (a user or escalation policy) to help with an incident. - Action **Add Team Member** Add a user to a team with a given role. - Action **Create Incident** Creates an incident in PagerDuty. - Action **Create Note on Incident** Creates a note on a given incident. - Action **Delete or End a Maintenance Window** Deletes a maintenance window that hasn't started yet, or ends one that is ongoing. - Action **Get Escalation Policy** Retrieve a single escalation policy by its ID. - Action **Get Incident** Retrieve a single PagerDuty incident by id. - Action **Get Schedule** Retrieve a single on-call schedule by its ID. - Action **Get Service** Retrieve a single PagerDuty service by id. - Action **Get Team** Retrieve a single team by its ID. - Action **Get User Information** Gets a user's information based on provided ID. - Action **List Escalation Policies** List PagerDuty escalation policies. - Action **List Incident Notes** List all notes attached to an incident. - Action **List Incidents** List PagerDuty incidents with filters (statuses, service_ids, urgencies, date range). - Action **List On-Calls** List current on-call entries — who is on call now, by escalation policy/schedule/user/time window. - Action **List Schedule Overrides** List overrides on a schedule within a required since/until time window. - Action **List Schedules** List PagerDuty on-call schedules. - Action **List Services** List PagerDuty services. - Action **List Teams** List all teams in the account. - Action **List Users** List PagerDuty users. - Action **Manage Incidents** Bulk acknowledge or resolve multiple incidents in a single call. - Action **Snooze Incident** Snooze a triggered/acknowledged incident for a number of seconds so it won't re-alert until the snooze expires. - Action **Two-way sync add a maintenance window** Creates a maintenance window for use with two-way sync triggers. Does not update. Use only with two-way sync triggers. - Action **Two-way sync add or update an incident** Creates or updates an incident for use with two-way sync triggers. Use only with two-way sync triggers. - Action **Update Incident** Updates an incident in PagerDuty. Set status to acknowledged or resolved to manage the incident. - Action **Update Maintenance Window** Updates a maintenance window. - 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 - [ **PagerDuty** PagerDuty is an incident management and on-call alerting platform.](https://apiant.ai/connections/pagerduty) - [ **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 PagerDuty - [ **PagerDuty to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pagerduty-to-salesforce) - [ **PagerDuty to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pagerduty-to-stripe) - [ **PagerDuty to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pagerduty-to-quickbooks-online) - [ **PagerDuty to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pagerduty-to-pipedrive) - [ **PagerDuty to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/pagerduty-to-trello) - [ **PagerDuty to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/pagerduty-to-zoom) ## 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 ## PagerDuty and Ploomes, answered ### ### What can start an automation from PagerDuty? Any of PagerDuty's 2 triggers in the catalog, including New Incidents and List Maintenance Windows. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ploomes when something happens in PagerDuty? 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 PagerDuty? Yes. When something happens in Ploomes, your agent can act in PagerDuty too. This page covers both directions: Ploomes's triggers and PagerDuty's actions are listed here as well. ### ### Do I have to build a connector for PagerDuty 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 PagerDuty 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.