Integration
Connect Planfix and Willo
When New Comment fires in Planfix, your agent runs Add department in Willo, or List Users in Willo 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 Willo 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 Willo can do together
From Planfix to Willo
When New Comment in Planfix
then Add department in Willo
From Willo 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 Willo
Triggers and actions 7 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.
- List Users
Triggers when a new user is added to your Willo account.
- Accept Candidate
Marks a participant in a Willo interview as Accepted and returns the updated participant. Can also update the participant's name, phone number and custom ID in the same step.
- Add department
Creates a new department in your Willo organisation and returns the department, including its key and branding.
- Add interview from template
Creates a new interview in Willo from one of your interview templates and returns the new interview.
- Create Company
Creates a new company as a child organisation under your Willo organisation, with the owner you name.
- Create Interview
Creates a new video interview in Willo with its questions, department, message templates and settings.
- Delete interview
Deletes an interview from your Willo account.
- Delete participant
Deletes a participant from Willo. Returns whether the deletion was confirmed.
- Get interview
Returns a Willo interview by its key, including its questions, owner, department, reviewers, message templates and settings. An error occurs if the interview is not found.
- Get participant
Returns a Willo participant (candidate) with their contact details, status, interview, department, scores and answers.
- Get user
Returns a Willo user's details, including email, full name, phone, role and status.
- Invite Someone
Invites a person to a Willo interview as a participant and returns the new participant with their invite link.
- List departments
Returns the departments in your Willo organisation, optionally filtered by name, owner email or owner.
- List interviews
Returns the interviews in your Willo account, optionally narrowed by department, owner or a search term, and sorted the way you choose.
- List message templates
Returns the message templates (email and SMS) in your Willo account, optionally filtered by title, type or trigger.
- List participants
Returns the participants in your Willo account, optionally narrowed to an interview, department or owner, or by a text search.
- List users
Returns the users in your Willo account with their key, email and full name.
- Reject Candidate
Rejects a candidate by setting the participant's status to Rejected, optionally updating their name, phone or custom ID.
- Update interview
Updates an existing interview's details, questions, reviewers, message templates and settings, changing only the values you provide. Returns the updated interview.
- Update participant
Updates a participant's name, phone, status (Accepted or Rejected) or your own reference ID.
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 Willo
HubSpot to WilloHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to WilloGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to WilloGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to WilloGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Planfix and Willo, 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 Willo when something happens in Planfix?
Any of Willo's 19 actions, including Create Company, Create Interview, Update interview and Update participant. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Willo to Planfix?
Yes. When something happens in Willo, your agent can act in Planfix too. This page covers both directions: Willo's triggers and Planfix's actions are listed here as well.
Do I have to build a connector for Planfix or Willo?
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 Willo 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.