Integration
Connect Planfix to SocialPilot
When New Comment fires in Planfix, your agent runs Add an Image Post to Queue in SocialPilot. 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 SocialPilot 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 SocialPilot
When New Comment in Planfix
then Add an Image Post to Queue in SocialPilot
When New Contact in Planfix
then Add a Text Post to Queue in SocialPilot
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 SocialPilot
Triggers and actions 6 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.
Action
Add an Image Post to QueueAdds an image post to the queue of one or more SocialPilot social accounts.
Action
Add a Text Post to QueueAdds a text post to the SocialPilot queue for the selected social accounts.
Action
Add draftCreates a draft post in SocialPilot that can be scheduled later.
Action
Add groupCreates a new account group in SocialPilot containing the selected social media accounts.
Action
Delete groupDeletes one or more SocialPilot account groups.
Action
Delete postDeletes one or more SocialPilot posts by their IDs.
Action
Get groupReturns a SocialPilot account group with its name, creation date and the social accounts it contains.
Action
List accountsReturns the social accounts connected to your SocialPilot workspace, optionally filtered by keyword, group or platform.
Action
List draftsReturns the drafts saved in your SocialPilot account, optionally filtered by description text or to only your own drafts.
Action
List groupsReturns the account groups in your SocialPilot workspace, optionally filtered by name.
Action
List library contentReturns the content saved in your SocialPilot content library, optionally filtered by keyword or type.
Action
Share an Image Post InstantlyPublishes an image post right away to the selected SocialPilot social accounts.
Action
Share a Text Post InstantlyPublishes a text post immediately to the selected SocialPilot social media accounts.
Action
Update groupUpdates an account group's name, description, or member social accounts in SocialPilot.
Action
Upload mediaUploads an image, video or GIF from a URL to SocialPilot and returns its media id for use in posts.
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 SocialPilot
Upvoted to SocialPilotUpvoted is a platform for building communities where users can share feedback, vote on ideas, and discuss...
HubSpot to SocialPilotHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SocialPilotSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SocialPilotSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SocialPilotGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SocialPilotGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Planfix and SocialPilot, 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 SocialPilot when something happens in Planfix?
Any of SocialPilot's 15 actions, including Update group, Upload media, Add an Image Post to Queue and Add a Text Post to Queue. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SocialPilot to Planfix?
SocialPilot has no triggers in the catalog today, so automations start in Planfix. If you need the other direction, ask: your agent reads SocialPilot's API documentation and adds it.
Do I have to build a connector for Planfix or SocialPilot?
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 SocialPilot 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.