Integration
Connect Planfix and Senta
When New Comment fires in Planfix, your agent runs Create a New Client in Senta, or Job Completed in Senta 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 Senta 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 Senta can do together
From Planfix to Senta
When New Comment in Planfix
then Create a New Client in Senta
When New Contact in Planfix
then Create a New Note in Senta
From Senta to Planfix
When Job Completed in Senta
then Add Contact in Planfix
When Job Created in Senta
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 Senta
Triggers and actions 12 triggers · 25 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
Job Becomes OverdueTriggers when a job in Senta becomes overdue, optionally only for one client or one job template.
Trigger
Job Becomes ReadyTriggers when a job in Senta becomes ready, optionally only for one client or job template.
Trigger
Job CancelledTriggers when a job in Senta is cancelled, optionally limited to one client or job template.
Trigger
Job CompletedTriggers when a job in Senta is completed, optionally only for one client or job template.
Trigger
Job CreatedTriggers when a new job is created in Senta, optionally only for a specific client or job template.
Trigger
Job UpdatedTriggers when a job is updated in Senta, firing once for each change to a job's details.
Action
Create a New ClientCreates a new client company in your Senta practice and returns its id.
Action
Create a New NoteCreates a note on a Senta client company, optionally linked to one of its jobs, and returns the new note.
Action
Delete clientDeletes a client from your Senta practice by its ID.
Action
Find a ClientReturns the Senta clients whose details match the keywords you search for, with each client's id and name.
Action
Get clientReturns one client company by its ID, including the fields your practice has customised and the client's contacts.
Action
List jobsReturns the jobs in your Senta practice, optionally narrowed to one client, one job template or one job status.
Action
Update a ClientUpdates an existing client company in Senta, changing only the details you fill in and adding or updating its contacts. Returns the client's full record after the update.
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 Senta
HubSpot to SentaHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SentaSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SentaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SentaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SentaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SentaGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Planfix and Senta, 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 Senta when something happens in Planfix?
Any of Senta's 7 actions, including Create a New Client, Create a New Note, Update a Client and Find a Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Senta to Planfix?
Yes. When something happens in Senta, your agent can act in Planfix too. This page covers both directions: Senta's triggers and Planfix's actions are listed here as well.
Do I have to build a connector for Planfix or Senta?
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 Senta 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.