Integration
Connect Planable and SetSmart
When New Media Uploaded fires in Planable, your agent runs Set Lead to Booked in SetSmart, or New Lead in SetSmart to Add Comment to 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 SetSmart 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 SetSmart can do together
From Planable to SetSmart
When New Media Uploaded in Planable
then Set Lead to Booked in SetSmart
From SetSmart to 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 SetSmart
Triggers and actions 8 triggers · 28 actions
- New Media Uploaded
Triggers when a new image or video is added to a Planable workspace media library.
- New Post
Triggers when a new post is created in a Planable workspace.
- Add Comment to Post
Adds a comment to a Planable post.
- Create Campaign
Creates a campaign in a Planable workspace.
- Create Label
Creates a new label in a Planable workspace.
- Create Post
Creates a new post in a Planable workspace, optionally scheduled, labeled and with media.
- Create Story
Creates a story for a social page in Planable from a media item.
- Create Workspace
Creates a new Planable workspace with no approval workflow.
- Delete Campaign
Deletes a Planable campaign.
- Delete Post
Deletes a Planable post.
- Get Campaign
Returns one Planable campaign by its ID.
- Get Post
Returns one Planable post by its ID.
- List Campaigns
Returns campaigns in a Planable workspace.
- List Labels
Returns the labels in a Planable workspace.
- List Media
Returns media files in a Planable workspace library.
- List Members
Returns the members of a Planable workspace.
- List Pages
Returns the social pages connected to Planable, optionally for one workspace.
- List Post Comments
Returns the comments on a Planable post.
- List Posts
Returns posts in a Planable workspace, optionally filtered by page, campaign or date.
- List Workspaces
Returns the workspaces in your Planable company.
- Update Campaign
Updates a Planable campaign.
- Update Post
Updates the text, schedule, labels or media of a Planable post.
- Upload Media
Uploads images or videos from public URLs into a Planable workspace media library.
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
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
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Questions
Planable and SetSmart, 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 SetSmart when something happens in Planable?
Any of SetSmart's 7 actions, including Export Conversations, Find Contact, List Scheduled Messages and Set Lead to Booked. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SetSmart to Planable?
Yes. When something happens in SetSmart, your agent can act in Planable too. This page covers both directions: SetSmart's triggers and Planable's actions are listed here as well.
Do I have to build a connector for Planable or SetSmart?
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 SetSmart 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.