Integration
Connect Planfix and Smart Job Board
When New Comment fires in Planfix, your agent runs Create Application in Smart Job Board, or New Application in Smart Job Board 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 Smart Job Board 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 Smart Job Board can do together
From Planfix to Smart Job Board
When New Comment in Planfix
then Create Application in Smart Job Board
From Smart Job Board 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 Smart Job Board
Triggers and actions 12 triggers · 43 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.
- New Application
Triggers when a job seeker applies to a job.
- New Employer
Triggers when a new employer registers on the job board.
- New Job
Triggers when a new job is posted on the job board.
- New Job Seeker
Triggers when a new job seeker registers on the job board.
- New Order
Triggers when a new order (product purchase) is placed on the job board.
- New Resume
Triggers when a new resume is posted on the job board.
- Create Application
Submits a job application from a job seeker to a job.
- Create Employer
Creates a new employer account on the job board.
- Create Job
Posts a new job on the job board for an employer.
- Create Job Seeker
Creates a new job seeker account on the job board.
- Create Resume
Creates a resume for a job seeker.
- Delete Application
Deletes a job application.
- Delete Employer
Deletes an employer together with all of their job postings and applications.
- Delete Job
Deletes a job posting together with its applications.
- Delete Job Seeker
Deletes a job seeker profile together with their resumes.
- Delete Resume
Deletes a resume.
- Find Employer by Email
Finds employers by email address.
- Find Job Seeker by Email
Finds job seekers by email address.
- Get Application
Returns one job application by ID.
- Get Employer
Returns one employer's profile by ID.
- Get Job
Returns one job posting by ID.
- Get Job Seeker
Returns one job seeker's profile by ID.
- Get Resume
Returns one resume by ID, including work history and education.
- List Applications for Job
Lists all applications received for one job.
- List Categories
Lists the job board's job categories.
- Search Jobs
Searches job postings by keywords, location, category, employer or status.
- Update Application
Updates a job application's comments or attached resume.
- Update Employer
Updates an employer's profile; only the fields you fill in are changed.
- Update Job
Updates a job posting; only the fields you fill in are changed.
- Update Job Seeker
Updates a job seeker's profile; only the fields you fill in are changed.
- Update Resume
Updates a resume; only the fields you fill in are changed.
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 Smart Job Board
HubSpot to Smart Job BoardHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Smart Job BoardGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Smart Job BoardGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Smart Job BoardGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Planfix and Smart Job Board, 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 Smart Job Board when something happens in Planfix?
Any of Smart Job Board's 25 actions, including Create Application, Create Employer, Create Job and Create Job Seeker. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Smart Job Board to Planfix?
Yes. When something happens in Smart Job Board, your agent can act in Planfix too. This page covers both directions: Smart Job Board's triggers and Planfix's actions are listed here as well.
Do I have to build a connector for Planfix or Smart Job Board?
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 Smart Job Board 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.