Integration
Connect Planfix and Samsara
When New Comment fires in Planfix, your agent runs Create Contact in Samsara, or New Document Submitted in Samsara 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 Samsara 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 Samsara can do together
From Planfix to Samsara
When New Comment in Planfix
then Create Contact in Samsara
When New Contact in Planfix
then Get document in Samsara
From Samsara to Planfix
When New Document Submitted in Samsara
then Add Contact in Planfix
When New Route Added in Samsara
then Add Task in 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 Samsara
Triggers and actions 9 triggers · 33 actions
Trigger
New CommentTriggers when a new comment is added to a chosen Planfix task.
Trigger
New ContactTriggers when a new contact is created in Planfix.
Trigger
New projectTriggers when a new project is created in Planfix.
Trigger
New TaskTriggers when a new task is created in Planfix.
Trigger
Updated ContactTriggers when a Planfix contact is created or changed.
Trigger
Updated TaskTriggers when a Planfix task is created or changed.
Action
Add checklist itemAdds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.
Action
Add CommentAdds a comment to a Planfix task.
Action
Add ContactCreates a new contact or company in Planfix.
Action
Add file from URLUploads a file to Planfix from a public link and returns the new file's ID.
Action
Add projectCreates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.
Action
Add TaskCreates a new task in Planfix.
Action
Delete CommentDeletes a Planfix comment.
Action
Delete ContactDeletes a Planfix contact.
Action
Delete projectDeletes a project in Planfix by its number.
Action
Delete TaskDeletes a Planfix task.
Action
Find a ContactReturns Planfix contacts or companies, optionally only those from a saved contact filter.
Action
Find a TaskReturns Planfix tasks, optionally only those from a saved task filter.
Action
Find directory entries by criteriaFinds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.
Action
Get contactReturns a Planfix contact or company by its number, including its details and any requested custom field values.
Action
Get userReturns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.
Action
Update CommentChanges the text of a comment on a Planfix task.
Action
Update ContactUpdates an existing Planfix contact.
Action
Update TaskUpdates the name or description of an existing Planfix task.
Trigger
New Document SubmittedTriggers when a driver submits a new document in Samsara (documents created in the last 7 days are checked).
Trigger
New Route AddedTriggers when a new route is added in Samsara (routes scheduled from 7 days ago to 30 days ahead are checked).
Trigger
New Route Job CompletionTriggers on each new route stop event in Samsara (arrived, departed/completed, skipped, and other stop updates); the event name is in the operation field, so filter on it for completions.
Action
Create AddressCreates an address in your Samsara organization's address book, with a circular geofence around it.
Action
Create ContactCreates a contact in your Samsara organization.
Action
Create RouteCreates a route from a start address to an end address (both existing Samsara addresses), optionally assigned to a driver or vehicle.
Action
Delete routeDeletes a dispatch route from your Samsara organization.
Action
Get documentReturns a single driver document, including its type, status, driver, vehicle and submitted field values.
Action
Get vehicleReturns a single vehicle in your Samsara fleet, including its name, VIN, make, model, tags and external IDs.
Action
List addressesReturns the addresses (geofenced locations) in your Samsara address book, optionally filtered by tag or creation time.
Action
List assetsReturns the assets (vehicles, trailers, equipment and other tracked assets) in your Samsara organization.
Action
List contactsReturns the contacts in your Samsara organization.
Action
List documentsReturns driver documents submitted or updated in Samsara within a time range, optionally limited to one document type.
Action
List driversReturns the drivers in your Samsara organization, optionally filtered by status, tags or update time.
Action
List routesReturns the routes scheduled within a time window, including their stops, driver and vehicle.
Action
List trailersReturns the trailers in your Samsara fleet, optionally filtered by tag.
Action
List vehiclesReturns the vehicles in your Samsara fleet, optionally filtered by tag, attribute or creation/update time.
Action
Update routeUpdates an existing Samsara route's name, notes, assigned driver or assigned vehicle.
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
Planfix and Samsara, 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 Samsara when something happens in Planfix?
Any of Samsara's 15 actions, including Create Address, Create Contact , Create Route and Update route. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Samsara to Planfix?
Yes. When something happens in Samsara, your agent can act in Planfix too. This page covers both directions: Samsara's triggers and Planfix's actions are listed here as well.
Do I have to build a connector for Planfix or Samsara?
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 Samsara 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.