Integration
Connect Paystack and Planfix
When New Chargeback fires in Paystack, your agent runs Add Contact in Planfix, or New Comment in Planfix to Send Simple Invoice in Paystack. 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 Paystack 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 Paystack and Planfix can do together
From Paystack to Planfix
When New Chargeback in Paystack
then Add Contact in Planfix
From Planfix to Paystack
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 Paystack and Planfix
Triggers and actions 17 triggers · 36 actions
- Abandoned Transaction
Triggers when a customer starts a payment but does not complete it, leaving an abandoned transaction.
- Cancelled Subscription
Triggers when a subscription is cancelled.
- New Chargeback
Triggers when a customer files a new chargeback (transaction dispute) on your Paystack account.
- New Invoice
Triggered when a new invoice (payment request) is created in Paystack.
- New Order
Triggered when a new order is created on your Paystack storefronts or products.
- New Payment Page Transaction
Triggers when a customer pays through one of your Paystack payment pages. Returns the transaction with its amount, customer, and the page it came from.
- New Refund
Triggered when a new refund is created in your Paystack account.
- New Subscription
Triggers when a new subscription is created on your Paystack integration.
- New Transaction
Triggers when a new transaction is created on your Paystack integration, optionally limited by status, channel, customer and more.
- New Transfer
Triggered when a new transfer is created on your Paystack business.
- Subsciption Renewal
Triggers when a subscription renews, meaning a further payment has been made after its first one.
- Add Phone Number to Virtual Terminal
Adds one or more WhatsApp phone numbers to a Virtual Terminal so they receive its payment notifications. Returns the destinations that were added.
- Add Product
Creates a new product on your Paystack integration and returns the created product.
- Cancel Subscription
Cancels an active Paystack subscription so the customer is no longer charged on renewal.
- Check Terminal Status
Returns whether a Paystack Terminal is online and available to receive an event, so you can check it before sending one.
- Create Refund
Creates a refund for a previously completed Paystack transaction, in full or for part of its amount. Returns the new refund and its status.
- Create Subscription
Creates a subscription that puts a customer on one of your plans, and returns the new subscription's id, code and email token.
- Create Virtual Terminal
Creates a Virtual Terminal on your Paystack integration, with the WhatsApp numbers that should receive its payment notifications.
- Find Customer
Returns the Paystack customer matching an email address or customer code, including their transactions, subscriptions and saved authorizations.
- Find Order
Returns the details of a Paystack order, including its customer, items and payment status, for the order ID you supply.
- Find Transaction
Returns the transaction that matches a transaction reference, including its status, amount, customer and payment authorization.
- Find Transfer
Returns the transfer that matches the specified transfer reference, including its status, amount and recipient.
- Get Customer Totals
Returns how many transactions a Paystack customer has made and the total value of those transactions, along with the customer's full record.
- Initialize Transaction
Creates a new pending Paystack transaction and returns the checkout link to send your customer to, along with its access code and reference.
- Initiate a Direct Debit Request
Starts linking a bank account to a customer for Direct Debit and returns the link the customer opens to authorize the mandate.
- Remove Phone Number From Virtual Terminal
Removes one or more WhatsApp phone numbers from a Paystack Virtual Terminal, so they stop receiving its payment notifications.
- Resolve Account Number
Returns the account name registered to a bank account number, so you can confirm who an account belongs to before paying it.
- Send Simple Invoice
Creates a payment request that issues an invoice to a customer and, by default, emails it to them. Returns the new invoice, including its request code.
- Share Link for Updating Subscription Card
Returns a link you can share with a customer so they can update the card on their subscription.
- 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 Paystack
Paystack to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Paystack to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Paystack to StripeStripe is a payment processing platform for online businesses.
Paystack to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Paystack to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Paystack 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
Paystack and Planfix, answered
What can start an automation from Paystack?
Any of Paystack's 11 triggers in the catalog, including New Chargeback, New Invoice, New Order and New Payment Page Transaction. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfix when something happens in Paystack?
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 Paystack?
Yes. When something happens in Planfix, your agent can act in Paystack too. This page covers both directions: Planfix's triggers and Paystack's actions are listed here as well.
Do I have to build a connector for Paystack 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 Paystack 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.