Integration
Connect Planfix to Avoma
When New Comment fires in Planfix, your agent runs Update call in Avoma. 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 Planfix and Avoma 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 Planfix can start in Avoma
When New Comment in Planfix
then Update call in Avoma
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 Planfix and Avoma
Triggers and actions 6 triggers · 30 actions
- 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.
- Get call
Returns a single Avoma call by its external ID, including its CRM links, recording URL, processing state and linked meeting.
- Get meeting
Returns a single Avoma meeting by its UUID, including its attendees, schedule, state, and recording and transcription details.
- Get meeting insights
Returns the AI notes, keyword occurrences, popular keywords and speakers for a completed Avoma meeting.
- Get recording
Returns the signed audio and video download links for the recording of an Avoma meeting. If the video is still being processed, returns a message instead of the links.
- Get transcription
Returns the transcript of a meeting's recording, including the speakers, the timed transcript text and a link to the VTT file.
- List calls
Returns the calls in your Avoma organization that started within a date range, optionally narrowed to inbound or outbound calls.
- List meetings
Returns the meetings in your Avoma organization that started within a date range, optionally filtered by attendee, CRM record, recording length or meeting type.
- List notes
Returns the AI-generated notes for meetings in a date range, optionally narrowed to one meeting or custom category.
- List scorecard evaluations
Returns completed scorecard evaluations for meetings, optionally narrowed by date range, scorecard template, meeting or evaluated user.
- List users
Returns the users in your Avoma organization, including each user's name, email, role, teams and status.
- Update call
Updates an existing call's details in Avoma, such as its subject, participant names, meeting purpose and outcome, or linked CRM records, and returns the updated call.
- Upload Audio Call
Creates a call in Avoma from a publicly reachable audio recording. Avoma downloads the recording and processes it into a transcript and notes, or uses a transcript you supply.
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 Planfix
Planfix to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Planfix to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Planfix to StripeStripe is a payment processing platform for online businesses.
Planfix to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Planfix to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Planfix to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Avoma
HubSpot to AvomaHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to AvomaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to AvomaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to AvomaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Planfix and Avoma, answered
What can start an automation from Planfix?
Any of Planfix's 6 triggers in the catalog, including New Comment, New Contact, New project and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Avoma when something happens in Planfix?
Any of Avoma's 12 actions, including Update call, Upload Audio Call, Get call and Get meeting. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Avoma to Planfix?
Avoma has no triggers in the catalog today, so automations start in Planfix. If you need the other direction, ask: your agent reads Avoma's API documentation and adds it.
Do I have to build a connector for Planfix or Avoma?
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 Planfix and Avoma 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.