Integration
Connect Planpoint to Customer.io
When New Floor fires in Planpoint, your agent runs Send transactional email in Customer.io. 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 Planpoint and Customer.io 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 Planpoint can start in Customer.io
When New Floor in Planpoint
then Send transactional email in Customer.io
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 Planpoint and Customer.io
Triggers and actions 9 triggers · 28 actions
- New Floor
Triggers when a new floor is added to a Planpoint project.
- New Group
Triggers when a new Planpoint group is created.
- New Lead
Triggers when a new lead is captured. Leave project empty to watch all projects.
- New Project
Triggers when a new Planpoint project is created.
- New Unit/Space
Triggers when a new unit or space is created.
- Updated Floor
Triggers when a floor in a Planpoint project is created or changed.
- Updated Group
Triggers when a Planpoint group is created or changed.
- Updated Project
Triggers when a Planpoint project is created or changed.
- Updated Unit/Space
Triggers when a unit or space is created or changed.
- Create Floor
Creates a floor in a Planpoint project.
- Create Group
Creates a Planpoint project group.
- Create Project
Creates a Planpoint project.
- Create Unit/Space
Creates a unit or space in a Planpoint project.
- Delete Unit/Space
Deletes a Planpoint unit or space.
- Get Floor
Returns one Planpoint floor by its ID.
- Get Group
Returns one Planpoint group by its ID.
- Get Project
Returns one Planpoint project by its ID.
- Get Unit
Returns one Planpoint unit or space by its ID.
- List Floors
Returns the floors of a Planpoint project.
- List Groups
Returns your Planpoint project groups, optionally filtered by name.
- List Leads
Returns the leads captured for a Planpoint project.
- List Projects
Returns your Planpoint projects, optionally filtered by name or project type.
- List Units
Returns Planpoint units, filtered by project, floor, name or bedrooms.
- Update Floor
Updates a Planpoint floor's name or position.
- Update Group
Updates a Planpoint group's name and website details.
- Update Project
Updates a Planpoint project's name and website details.
- Update Unit/Space
Updates a Planpoint unit's name, price, bedrooms or availability.
- Create Anonymous Event
Records an event that isn't tied to a known person yet, such as a page view or an action by a visitor. Include an anonymous id to link the event to a person later.
- Create Event
Records an event for a person in Customer.io, which can trigger campaigns or update segments.
- Delete person
Deletes a person from your Customer.io workspace, identified by their id, email address or Customer.io id.
- Get person
Look up a customer's attributes by customer_id.
- List segments
List all manual and data-driven segments in the workspace.
- Merge people
Merges a duplicate person into a primary person. The secondary person's attributes and activity move to the primary person, and the secondary person is deleted.
- Remove people from segment
Removes people from a manual segment in Customer.io. Data-driven segments can't be changed this way.
- Send API-triggered broadcast
Trigger an API-triggered broadcast campaign to send immediately.
- Send transactional email
Send a one-off transactional email via a transactional message template.
- Suppress person
Deletes a person from your Customer.io workspace and suppresses their identifiers so nobody can be added again with the same id, email or phone. Activity attributed to them is redacted.
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
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Questions
Planpoint and Customer.io, answered
What can start an automation from Planpoint?
Any of Planpoint's 9 triggers in the catalog, including New Floor, New Group, New Lead and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Customer.io when something happens in Planpoint?
Any of Customer.io's 10 actions, including Create Anonymous Event, Create Event, Send API-triggered broadcast and Send transactional email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Customer.io to Planpoint?
Customer.io has no triggers in the catalog today, so automations start in Planpoint. If you need the other direction, ask: your agent reads Customer.io's API documentation and adds it.
Do I have to build a connector for Planpoint or Customer.io?
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 Planpoint and Customer.io 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.