Integration
Connect Planable and Relatel
When New Media Uploaded fires in Planable, your agent runs Add contact in Relatel, or New Call in Relatel to Create Post in Planable. 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 Planable and Relatel 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)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 Planable and Relatel can do together
From Planable to Relatel
When New Media Uploaded in Planable
then Add contact in Relatel
When New Post in Planable
then Update contact in Relatel
From Relatel to Planable
When New Call in Relatel
then Create Post in Planable
When New message in Relatel
then Update Post in Planable
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 Planable and Relatel
Triggers and actions 6 triggers · 39 actions
Trigger
New Media UploadedTriggers when a new image or video is added to a Planable workspace media library.
Trigger
New PostTriggers when a new post is created in a Planable workspace.
Action
Create CampaignCreates a campaign in a Planable workspace.
Action
Create LabelCreates a new label in a Planable workspace.
Action
Create PostCreates a new post in a Planable workspace, optionally scheduled, labeled and with media.
Action
Create StoryCreates a story for a social page in Planable from a media item.
Action
Create WorkspaceCreates a new Planable workspace with no approval workflow.
Action
Delete CampaignDeletes a Planable campaign.
Action
Delete PostDeletes a Planable post.
Action
Get CampaignReturns one Planable campaign by its ID.
Action
Get PostReturns one Planable post by its ID.
Action
List CampaignsReturns campaigns in a Planable workspace.
Action
List LabelsReturns the labels in a Planable workspace.
Action
List MediaReturns media files in a Planable workspace library.
Action
List MembersReturns the members of a Planable workspace.
Action
List PagesReturns the social pages connected to Planable, optionally for one workspace.
Action
List Post CommentsReturns the comments on a Planable post.
Action
List PostsReturns posts in a Planable workspace, optionally filtered by page, campaign or date.
Action
List WorkspacesReturns the workspaces in your Planable company.
Action
Update CampaignUpdates a Planable campaign.
Action
Update PostUpdates the text, schedule, labels or media of a Planable post.
Action
Upload MediaUploads images or videos from public URLs into a Planable workspace media library.
Trigger
New CallTriggers when a new call is made or received in Relatel.
Trigger
New messageTriggered when a new message is sent or received in Relatel.
Trigger
New SmileyTriggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.
Trigger
New voicemailTriggers when a new voicemail is left for an employee or reception.
Action
Add commentAdds a comment to a contact in Relatel, optionally notifying a colleague.
Action
Add contactAdds a new contact to your Relatel company and returns the new contact's id.
Action
Cloak ReceptionSets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.
Action
Delete contactDeletes a contact from your Relatel organization and returns Relatel's confirmation message.
Action
Dial callInitiates a phone call: rings the authenticated employee's phone, then connects them to the given number.
Action
Do Not DisturbTurns Do Not Disturb on or off for the connected employee and returns the updated employee.
Action
Find contact by phone numberFinds a Relatel contact by its phone number and returns the contact's details.
Action
Get contactReturns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.
Action
Get employeeReturns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.
Action
Join a GroupAdds the authenticated employee to an employee group and returns the group's details after joining.
Action
Leave a GroupRemoves the authenticated employee from the chosen employee group and returns the group's details.
Action
List callsReturns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.
Action
List contactsReturns the contacts in your Relatel account, optionally only those with a given phone number.
Action
List employee groupsReturns all employee groups in your Relatel account, with each group's name, presence status and member employees.
Action
List employeesReturns all employees in your Relatel company, including their phone numbers, presence and group memberships.
Action
List receptionsReturns all receptions (phone lines/queues) in the Relatel account.
Action
List voicemailsReturns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.
Action
Send SMSSends an SMS to one or more phone numbers from your Relatel account or one of your receptions.
Action
Update contactUpdates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.
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 Planable
Planable to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Planable to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Planable to StripeStripe is a payment processing platform for online businesses.
Planable to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Planable to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Planable to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Relatel
HubSpot to RelatelHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RelatelGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RelatelGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RelatelGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RelatelGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RelatelMailchimp marketing automation and email platform.
Questions
Planable and Relatel, answered
What can start an automation from Planable?
Any of Planable's 2 triggers in the catalog, including New Media Uploaded and New Post. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Relatel when something happens in Planable?
Any of Relatel's 19 actions, including Send SMS, Update contact, Add comment and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Relatel to Planable?
Yes. When something happens in Relatel, your agent can act in Planable too. This page covers both directions: Relatel's triggers and Planable's actions are listed here as well.
Do I have to build a connector for Planable or Relatel?
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 Planable and Relatel 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.