Integration
Connect Planfix and Salesmsg
When New Comment fires in Planfix, your agent runs Add Tag to Contact in Salesmsg, or Contact Updated in Salesmsg to Add Contact in Planfix. 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 Salesmsg 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 and Salesmsg can do together
From Planfix to Salesmsg
When New Comment in Planfix
then Add Tag to Contact in Salesmsg
From Salesmsg to Planfix
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 Salesmsg
Triggers and actions 14 triggers · 33 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.
- Contact Updated
Triggers when a contact in Salesmsg is created or updated.
- Missed Incoming Phone Call
Triggers when an incoming phone call to your Salesmsg number is missed.
- New Contact
Triggers when a new contact is created in Salesmsg.
- New Contact Opted-Out
Triggers when a contact in Salesmsg is opted out of text messaging.
- New or Updated Conversation
Triggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text.
- New Phone Call Received
Triggers when a new incoming phone call is logged in Salesmsg call history.
- New Text Message Sent
Triggers when a text message is sent from your Salesmsg account.
- Tag Added to Contact
Triggers when the chosen tag is added to a contact.
- Add Tag to Contact
Adds an existing tag to a Salesmsg contact.
- Create Note
Creates a note on a Salesmsg contact.
- Create or Update Contact
Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.
- Delete contact
Deletes a contact from your Salesmsg account.
- Find Contact
Finds contacts whose name, email or phone number matches a search term.
- Find Salesmsg Member
Searches the members of your Salesmsg organization by name or email and returns the matches.
- Get contact
Returns a Salesmsg contact by its id, including its tags, notes and custom field values.
- Get conversation
Returns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history.
- List conversations
Returns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details.
- List numbers
Returns the phone numbers in your Salesmsg account, optionally filtered by a search term or number IDs.
- List tags
Returns the tags in the Salesmsg account, with optional search, sorting and filtering by tag.
- List teams
Returns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number.
- Remove Tag From Contact
Removes a tag from a Salesmsg contact.
- Send a Group Text Message (SMS / MMS)
Sends the same SMS or MMS to several phone numbers from one Salesmsg inbox, one message per recipient.
- Update contact custom field
Updates the value of one custom field on a Salesmsg contact 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
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What our customers say
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Questions
Planfix and Salesmsg, 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 Salesmsg when something happens in Planfix?
Any of Salesmsg's 15 actions, including Create Note, Create or Update Contact, Send a Group Text Message (SMS / MMS) and Update contact custom field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesmsg to Planfix?
Yes. When something happens in Salesmsg, your agent can act in Planfix too. This page covers both directions: Salesmsg's triggers and Planfix's actions are listed here as well.
Do I have to build a connector for Planfix or Salesmsg?
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 Salesmsg 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.