Integration
Connect Planfix and Twilio
When New Comment fires in Planfix, your agent runs Update Message in Twilio, or New Call in Twilio 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 Twilio 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 Twilio can do together
From Planfix to Twilio
When New Comment in Planfix
then Update Message in Twilio
When New Contact in Planfix
then Schedule Message in Twilio
From Twilio to Planfix
When New Call in Twilio
then Add Contact in Planfix
When New Incoming Call in Twilio
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 Twilio
Triggers and actions 10 triggers · 29 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 CallPolls for voice calls on your Twilio account.
Trigger
New Incoming CallFires instantly when the selected Twilio phone number receives a call.
Trigger
New Message ReceivedPolls for inbound SMS/MMS messages received by your Twilio account.
Trigger
New SMS receivedFires instantly when the selected Twilio phone number receives an SMS/MMS. Activating the automation points the number's incoming-message webhook at this automation; deactivating clears it.
Action
Delete MessageDeletes a message from your Twilio account's message logs.
Action
Find available phone numbers by criteriaReturns up to 50 phone numbers available to buy in a country that match the specified criteria (area code, pattern, capabilities, location).
Action
Get CallRetrieves details of a single voice call by its Call SID.
Action
Get MessageRetrieves a single SMS/MMS message by its Message SID.
Action
List CallsLists voice calls on the account, optionally filtered by To, From, or status.
Action
List MessagesLists SMS/MMS messages on the account, optionally filtered by To, From, or date sent.
Action
List Phone NumbersLists the Twilio phone numbers (incoming phone numbers) owned by your account.
Action
Lookup Phone NumberLooks up details (carrier, line type, caller name) for a phone number via the Twilio Lookup v2 API.
Action
Schedule MessageSchedules an SMS or MMS message to be sent later through one of your Messaging Services. A scheduled message can be canceled with Update Message until it is sent.
Action
Update MessageUpdates a Twilio Message: replaces or redacts its text, or cancels a scheduled message that has not been sent yet.
Action
Update Phone NumberUpdate settings (voice/SMS URLs, friendly name) of an owned incoming phone number.
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 Twilio
HubSpot to TwilioHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TwilioSalesforce is a leading enterprise customer relationship management (CRM) platform.
Mailchimp to TwilioMailchimp marketing automation and email platform.
Shopify to TwilioShopify is a commerce platform for online stores and retail point-of-sale.
QuickBooks Online to TwilioQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pipedrive to TwilioPipedrive is a sales CRM and pipeline management tool.
Questions
Planfix and Twilio, 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 Twilio when something happens in Planfix?
Any of Twilio's 11 actions, including Update Message, Update Phone Number, Find available phone numbers by criteria and Get Call. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Twilio to Planfix?
Yes. When something happens in Twilio, your agent can act in Planfix too. This page covers both directions: Twilio's triggers and Planfix's actions are listed here as well.
Do I have to build a connector for Planfix or Twilio?
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 Twilio 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.