--- title: "Connect Pelcro and Previsto - APIANT.ai" description: "When \"Customer Created\" fires in Pelcro, your agent runs \"Create Contact\" in Previsto, or \"Completed Assignment\" in Previsto to \"Create Customer\" in Pelcro." canonical: "https://apiant.ai/connect/pelcro-to-previsto" --- # Connect Pelcro and Previsto When **Customer Created** fires in [Pelcro](https://apiant.ai/connections/pelcro), your agent runs **Create Contact** in [Previsto](https://apiant.ai/connections/previsto), or **Completed Assignment** in Previsto to **Create Customer** in Pelcro. Describe the whole flow and it is built, tested on every scenario and kept running. Pelcro **5** triggers Pelcro **12** actions Previsto **5** triggers Previsto **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pelcro and Previsto 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 Pelcro and Previsto can do together ### From Pelcro to Previsto - When **Customer Created** in Pelcro then **Create Contact** in Previsto - When **Customer Updated** in Pelcro then **Update contact** in Previsto ### From Previsto to Pelcro - When **Completed Assignment** in Previsto then **Create Customer** in Pelcro - When **Created Agreement** in Previsto then **Update customer** in Pelcro 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 Pelcro and Previsto ## Triggers and actions 10 triggers · 25 actions - Trigger **Customer Created** Triggers when a user registers via the Pelcro Platform. This means that a customer record exists in Pelcro and has a unique email address, password, and customer ID associated to it. - Trigger **Customer Updated** Triggers when a customer is updated in Pelcro. - Trigger **Newsletter Created** Triggers when a new newsletter subscription is created in Pelcro. - Trigger **Newsletter Updated** Triggers when an existing Pelcro newsletter subscription is updated, such as a change to the subscriber's mailing lists or consent. - Trigger **Subscription Created** Triggers when a new subscription is created in Pelcro. - Action **Add address** Creates a new shipping, billing or primary address for a Pelcro customer. - Action **Add coupon** Creates a new discount coupon on your Pelcro site, with either a fixed amount or a percentage off. - Action **Create Customer** Creates a new customer on your Pelcro site. - Action **Create Newsletter** Creates a newsletter subscriber in Pelcro with their email, signup source and optional consent details. - Action **Create Plan** Creates a new pricing plan under a Pelcro product, setting its price, currency, billing interval and subscription behavior. - Action **Create Product** Creates a product in your Pelcro site. Plans and their prices are added under a product. - Action **Create Subscription** Creates a subscription for a Pelcro customer on a plan, optionally with a coupon, trial period or gift details. - Action **Get coupon** Returns a single coupon by id, including its code, discount, duration, redemption count and expiration. - Action **Get newsletter** Returns a single newsletter subscriber by id, including their email, name, lists and consent details. - Action **List newsletters** Returns newsletter subscribers on your Pelcro site, optionally filtered by exact email address. - Action **Update customer** Updates an existing Pelcro customer's profile, such as contact details, marketing preferences, password and metadata. Fields left blank are left unchanged. - Action **Update Newsletter** Updates an existing newsletter subscriber's email, signup source, name, lists and consent details. - Trigger **Completed Assignment** Triggers when an assignment is marked as completed in Previsto. - Trigger **Created Agreement** Triggers when a new service agreement is created in Previsto. - Trigger **Created Assignment** Triggers when a new assignment is created in Previsto. - Trigger **Created Contact** Triggers when a new contact is created in your Previsto account, and hands on that contact's details. - Trigger **Updated Contact** Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details. - Action **Create Agreement** Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats. - Action **Create Assignment** Creates an assignment in Previsto for a customer and returns the created assignment. - Action **Create Contact** Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id. - Action **Delete agreement** Deletes a service agreement from Previsto. - Action **Delete assignment** Deletes an assignment from Previsto. - Action **Delete contact** Deletes a contact from Previsto. - Action **Get account** Returns a single Previsto account, including its contact details, roles and location. - Action **Get agreement** Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact. - Action **Get assignment** Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers. - Action **Get contact** Returns a single Previsto contact, including its address, billing settings and notification preferences. - Action **List contacts** Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state. - Action **Update agreement** Updates a service agreement in Previsto and returns the updated agreement. - Action **Update contact** Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information. ## Each app on its own - [ **Pelcro** Pelcro is a subscription and membership management platform](https://apiant.ai/connections/pelcro) - [ **Previsto** Previsto is a route planning tool for tasks and service agreements.](https://apiant.ai/connections/previsto) Reviews ## What our customers say ## More from Pelcro - [ **Pelcro to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pelcro-to-salesforce) - [ **Pelcro to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pelcro-to-slack) - [ **Pelcro to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pelcro-to-stripe) - [ **Pelcro to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pelcro-to-shopify) - [ **Pelcro to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pelcro-to-quickbooks-online) - [ **Pelcro to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pelcro-to-pipedrive) ## More into Previsto - [ **HubSpot to Previsto** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-previsto) - [ **Google Sheets to Previsto** Google Sheets](https://apiant.ai/connect/google-sheets-to-previsto) - [ **Gmail to Previsto** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-previsto) - [ **Google Calendar to Previsto** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-previsto) - [ **Google Drive to Previsto** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-previsto) - [ **Mailchimp to Previsto** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-previsto) Questions ## Pelcro and Previsto, answered ### ### What can start an automation from Pelcro? Any of Pelcro's 5 triggers in the catalog, including Customer Created, Customer Updated, Newsletter Created and Newsletter Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Previsto when something happens in Pelcro? Any of Previsto's 13 actions, including Create Agreement, Create Assignment, Create Contact and Update agreement. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Previsto to Pelcro? Yes. When something happens in Previsto, your agent can act in Pelcro too. This page covers both directions: Previsto's triggers and Pelcro's actions are listed here as well. ### ### Do I have to build a connector for Pelcro or Previsto? 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 Pelcro and Previsto 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.