Integration
Connect Planfix to Memberspot
When New Comment fires in Planfix, your agent runs Revoke Order Access in Memberspot. 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 Memberspot 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 Memberspot
When New Comment in Planfix
then Revoke Order Access in Memberspot
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 Memberspot
Triggers and actions 6 triggers · 38 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.
- Delete Access
Removes a user's access to an offer entirely, identified by the user's email address.
- Delete Order Access
Removes a user's access to every offer granted under a specific order ID, identified by the user's email.
- Delete User by User Id (POST)
Deletes up to 10 Memberspot users by their user IDs. Users not found in the school are skipped.
- Delete Users
Deletes up to 10 users from your Memberspot school by email address.
- Delete Users by User Id (DELETE Method)
Deletes up to 10 Memberspot users by their user IDs. Users not found in the school are skipped.
- Enable Chapter Access by User Id
Gives a member access to a specific chapter of a course, identified by their user ID.
- Find User by Mail
Finds a Memberspot user by their email address and returns their profile, active state and custom user properties.
- Find User by User Id
Returns the Memberspot user with the given user id, or found=false when no such user exists.
- Grant Access
Grants a user access to an offer by email address, creating the user if they don't exist yet.
- Grant User Access by User Id
Grants an existing Memberspot user access to an offer, identified by the user's id.
- Revoke Access
Revokes (deactivates) a user's access to an offer, identified by the user's email address.
- Revoke Order Access
Revokes (deactivates) a user's access to every offer granted under a given order ID, identified by the user's email. The access is kept but set inactive.
- Set Access Expires
Sets or removes the date a user's access to an offer expires.
- Set Access State by UserId
Sets whether a user's access to an offer is active or inactive, identified by the user's id. Leaving the state blank removes the offer from the user.
- Set Custom Property
Sets one custom user property on a Memberspot user identified by email, and returns the updated user.
- Set Custom User Property by Users Id
Sets the values of one or more custom properties on a Memberspot user, identified by user ID, and returns the updated user.
- Set Order State by Order Id
Sets the state of all offers with a given order ID across every user — activates, deactivates or removes them.
- Set Order State by User Id
Sets the active state of every offer a user holds under a given order ID, or removes that access when no state is given.
- Users Course Progress List by User Id
Returns the course progress of a Memberspot user, for every course they have, looked up by user ID.
- Users Course Progress List by User Id and Course Id
Returns a member's progress in one specific course, looked up by their user ID.
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 Memberspot
HubSpot to MemberspotHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to MemberspotGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to MemberspotGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MemberspotGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Planfix and Memberspot, 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 Memberspot when something happens in Planfix?
Any of Memberspot's 20 actions, including Enable Chapter Access by User Id, Find User by Mail, Find User by User Id and Grant Access. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Memberspot to Planfix?
Memberspot has no triggers in the catalog today, so automations start in Planfix. If you need the other direction, ask: your agent reads Memberspot's API documentation and adds it.
Do I have to build a connector for Planfix or Memberspot?
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 Memberspot 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.