Integration
Connect Planable and SmartMatchApp
When New Media Uploaded fires in Planable, your agent runs Create Email Draft in SmartMatchApp, or New Client in SmartMatchApp 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 SmartMatchApp 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 SmartMatchApp can do together
From Planable to SmartMatchApp
When New Media Uploaded in Planable
then Create Email Draft in SmartMatchApp
When New Post in Planable
then Create Task in SmartMatchApp
From SmartMatchApp to Planable
When New Client in SmartMatchApp
then Add Comment to Post in Planable
When New Client Note in SmartMatchApp
then Create 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 SmartMatchApp
Triggers and actions 5 triggers · 46 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
Add Comment to PostAdds a comment to a Planable post.
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 ClientTriggers when a new client is created.
Trigger
New Client NoteTriggers when a note is added to a client.
Trigger
New TaskTriggers when a new task is created.
Action
Create ClientCreates a new client in your SmartMatchApp agency and returns its ID.
Action
Create Client MatchCreates a match between a client and another client and returns the match ID.
Action
Create Client NoteAdds a note to a client and returns the note ID.
Action
Create Email DraftCreates an email draft and returns its ID.
Action
Create TaskCreates a task and returns its ID.
Action
Create Task NoteAdds a note to a task and returns the note ID.
Action
Delete ClientDeletes a client.
Action
Delete Client MatchDeletes a client match.
Action
Delete Client NoteDeletes a client note.
Action
Delete Email DraftDeletes an email draft.
Action
Delete TaskDeletes a task.
Action
Find a ClientReturns clients, newest first, with paging.
Action
Get ClientReturns a client's type, status, created date and assigned users.
Action
Get Client NoteReturns one note on a client.
Action
Get Email DraftReturns an email draft.
Action
Get TaskReturns a task with its board, status and folder.
Action
List Client MatchesReturns a client's matches.
Action
List Client NotesReturns a client's notes.
Action
List Email DraftsReturns email drafts.
Action
List TasksReturns tasks, optionally filtered by board, status or assignee.
Action
Update ClientUpdates a client's type, status flags or assigned users.
Action
Update Client MatchUpdates a client match's group, priorities, due dates or statuses.
Action
Update Client NoteUpdates a client note's content or date.
Action
Update Email DraftUpdates an email draft's subject, message or campaign.
Action
Update TaskUpdates a 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 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 SmartMatchApp
HubSpot to SmartMatchAppHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SmartMatchAppSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SmartMatchAppSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SmartMatchAppGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SmartMatchAppGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SmartMatchAppGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Planable and SmartMatchApp, 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 SmartMatchApp when something happens in Planable?
Any of SmartMatchApp's 25 actions, including Create Client, Create Client Match, Create Client Note and Create Email Draft. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SmartMatchApp to Planable?
Yes. When something happens in SmartMatchApp, your agent can act in Planable too. This page covers both directions: SmartMatchApp's triggers and Planable's actions are listed here as well.
Do I have to build a connector for Planable or SmartMatchApp?
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 SmartMatchApp 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.