Integration
Connect Planfix and Walcu CRM
When New Comment fires in Planfix, your agent runs Create Client in Walcu CRM, or New Aftersale Lead in Walcu CRM 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 Walcu CRM 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 Walcu CRM can do together
From Planfix to Walcu CRM
When New Comment in Planfix
then Create Client in Walcu CRM
From Walcu CRM 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 Walcu CRM
Triggers and actions 11 triggers · 37 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 Aftersale Lead
Triggers when a new aftersale lead is created in Walcu CRM.
- New Appraisal Lead
Triggers when a new appraisal lead is created in Walcu CRM.
- New Client
Triggers when a new client is created in Walcu CRM.
- New Sale Lead
Triggers when a new sale lead is created in Walcu CRM.
- New Task
Triggers when a new task is created in Walcu CRM.
- Create Aftersalelead
Creates a new aftersale lead in Walcu CRM.
- Create Appraisallead
Creates a new appraisal lead in Walcu CRM.
- Create Car
Creates a new car in Walcu CRM.
- Create Client
Creates a new client in Walcu CRM.
- Create Date
Creates a new appointment in Walcu CRM.
- Create Note
Creates a new note in Walcu CRM.
- Create Offer
Creates a new offer in Walcu CRM.
- Create Salelead
Creates a new sale lead in Walcu CRM.
- Create Task
Creates a new task in Walcu CRM.
- Delete Offer
Deletes a offer from Walcu CRM.
- List Aftersale Leads
Returns aftersale leads from Walcu CRM, optionally filtered by a search expression.
- List Appointments
Returns appointments from Walcu CRM, optionally filtered by a search expression.
- List Appraisal Leads
Returns appraisal leads from Walcu CRM, optionally filtered by a search expression.
- List Cars
Returns cars from Walcu CRM, optionally filtered by a search expression.
- List Clients
Returns clients from Walcu CRM, optionally filtered by a search expression.
- List Notes
Returns notes from Walcu CRM, optionally filtered by a search expression.
- List Offers
Returns offers from Walcu CRM, optionally filtered by a search expression.
- List Sale Leads
Returns sale leads from Walcu CRM, optionally filtered by a search expression.
- List Tasks
Returns tasks from Walcu CRM, optionally filtered by a search expression.
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
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Questions
Planfix and Walcu CRM, 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 Walcu CRM when something happens in Planfix?
Any of Walcu CRM's 19 actions, including Create Aftersalelead, Create Appraisallead, Create Car and Create Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Walcu CRM to Planfix?
Yes. When something happens in Walcu CRM, your agent can act in Planfix too. This page covers both directions: Walcu CRM's triggers and Planfix's actions are listed here as well.
Do I have to build a connector for Planfix or Walcu CRM?
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 Walcu CRM 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.