Integration
Connect Pixxi CRM and Planfix
When Lead Created fires in Pixxi CRM, your agent runs Add Contact in Planfix, or New Comment in Planfix to Add Lead in Pixxi CRM. 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 Pixxi CRM 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 Pixxi CRM and Planfix can do together
From Pixxi CRM to Planfix
When Lead Created in Pixxi CRM
then Add Contact in Planfix
From Planfix to Pixxi CRM
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 Pixxi CRM and Planfix
Triggers and actions 8 triggers · 33 actions
- Lead Created
Triggers when a new lead is created in Pixxi CRM.
- Lead Updated
Triggers when a lead's information is updated in Pixxi CRM.
- Add Activity Log
Adds an activity log note to a buy or rent lead in Pixxi CRM.
- Add Lead
Submits a lead to Pixxi CRM through one of your website forms, creating the lead in Pixxi.
- Add Listing
Creates a new property listing in Pixxi CRM, optionally linking or creating its owner.
- Add Owner Activity Log
Adds an activity log entry (a message or a call recording) to an existing owner record in Pixxi.
- Create Reminder
Creates a task, event or viewing reminder in Pixxi CRM, optionally linked to a lead or listing.
- Delete Listing
Deletes a listing in Pixxi CRM, or submits the deletion for approval when your workflow requires it.
- Delete Reminder
Deletes a reminder from Pixxi CRM.
- Find Leads
Searches your Pixxi CRM leads by phone number, ID or name and returns the matches.
- Find Owners
Finds property owners in Pixxi CRM whose name, email, phone or ID matches the search text.
- Find Portal Leads
Finds portal leads (property portal enquiries) in Pixxi CRM by the lead's phone number.
- Find Website Listings
Returns website listings whose title matches the given text, optionally filtered by type, location, developer, price and size.
- List Listings
Returns all listings in your Pixxi account, filtered by type, status, location, price, size, agent and portal state.
- Update Lead
Updates an existing lead's details in Pixxi CRM, such as its name, phone, assigned agent or stage.
- Update Listing
Updates an existing listing in Pixxi CRM, such as its title, price, status, details or portal publishing.
- Update Portal Lead
Updates a portal lead by tagging it as a buy lead, rent lead, sell or rent listing, agent, or other, linking it to an existing record.
- 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 Pixxi CRM
Pixxi CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Pixxi CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Pixxi CRM to StripeStripe is a payment processing platform for online businesses.
Pixxi CRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Pixxi CRM to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pixxi CRM to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
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
Pixxi CRM and Planfix, answered
What can start an automation from Pixxi CRM?
Any of Pixxi CRM's 2 triggers in the catalog, including Lead Created and Lead Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfix when something happens in Pixxi CRM?
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 Pixxi CRM?
Yes. When something happens in Planfix, your agent can act in Pixxi CRM too. This page covers both directions: Planfix's triggers and Pixxi CRM's actions are listed here as well.
Do I have to build a connector for Pixxi CRM 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 Pixxi CRM 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.