Integration
Connect Planpoint and Relatel
When New Floor fires in Planpoint, your agent runs Add contact in Relatel, or New Call in Relatel to Create Project in Planpoint. 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 Relatel 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 and Relatel can do together
From Planpoint to Relatel
When New Floor in Planpoint
then Add contact in Relatel
When New Group in Planpoint
then Join a Group in Relatel
From Relatel to Planpoint
When New Call in Relatel
then Create Project in Planpoint
When New message in Relatel
then Update Project in Planpoint
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 Relatel
Triggers and actions 13 triggers · 36 actions
Trigger
New FloorTriggers when a new floor is added to a Planpoint project.
Trigger
New GroupTriggers when a new Planpoint group is created.
Trigger
New LeadTriggers when a new lead is captured. Leave project empty to watch all projects.
Trigger
New ProjectTriggers when a new Planpoint project is created.
Trigger
New Unit/SpaceTriggers when a new unit or space is created.
Trigger
Updated FloorTriggers when a floor in a Planpoint project is created or changed.
Trigger
Updated GroupTriggers when a Planpoint group is created or changed.
Trigger
Updated ProjectTriggers when a Planpoint project is created or changed.
Trigger
Updated Unit/SpaceTriggers when a unit or space is created or changed.
Action
Create FloorCreates a floor in a Planpoint project.
Action
Create GroupCreates a Planpoint project group.
Action
Create ProjectCreates a Planpoint project.
Action
Create Unit/SpaceCreates a unit or space in a Planpoint project.
Action
Delete Unit/SpaceDeletes a Planpoint unit or space.
Action
Get FloorReturns one Planpoint floor by its ID.
Action
Get GroupReturns one Planpoint group by its ID.
Action
Get ProjectReturns one Planpoint project by its ID.
Action
Get UnitReturns one Planpoint unit or space by its ID.
Action
List FloorsReturns the floors of a Planpoint project.
Action
List GroupsReturns your Planpoint project groups, optionally filtered by name.
Action
List LeadsReturns the leads captured for a Planpoint project.
Action
List ProjectsReturns your Planpoint projects, optionally filtered by name or project type.
Action
List UnitsReturns Planpoint units, filtered by project, floor, name or bedrooms.
Action
Update FloorUpdates a Planpoint floor's name or position.
Action
Update GroupUpdates a Planpoint group's name and website details.
Action
Update ProjectUpdates a Planpoint project's name and website details.
Action
Update Unit/SpaceUpdates a Planpoint unit's name, price, bedrooms or availability.
Trigger
New CallTriggers when a new call is made or received in Relatel.
Trigger
New messageTriggered when a new message is sent or received in Relatel.
Trigger
New SmileyTriggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.
Trigger
New voicemailTriggers when a new voicemail is left for an employee or reception.
Action
Add commentAdds a comment to a contact in Relatel, optionally notifying a colleague.
Action
Add contactAdds a new contact to your Relatel company and returns the new contact's id.
Action
Cloak ReceptionSets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.
Action
Delete contactDeletes a contact from your Relatel organization and returns Relatel's confirmation message.
Action
Dial callInitiates a phone call: rings the authenticated employee's phone, then connects them to the given number.
Action
Do Not DisturbTurns Do Not Disturb on or off for the connected employee and returns the updated employee.
Action
Find contact by phone numberFinds a Relatel contact by its phone number and returns the contact's details.
Action
Get contactReturns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.
Action
Get employeeReturns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.
Action
Join a GroupAdds the authenticated employee to an employee group and returns the group's details after joining.
Action
List callsReturns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.
Action
List contactsReturns the contacts in your Relatel account, optionally only those with a given phone number.
Action
List employee groupsReturns all employee groups in your Relatel account, with each group's name, presence status and member employees.
Action
List employeesReturns all employees in your Relatel company, including their phone numbers, presence and group memberships.
Action
List receptionsReturns all receptions (phone lines/queues) in the Relatel account.
Action
List voicemailsReturns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.
Action
Send SMSSends an SMS to one or more phone numbers from your Relatel account or one of your receptions.
Action
Update contactUpdates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.
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 Planpoint
Planpoint to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Planpoint to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Planpoint to StripeStripe is a payment processing platform for online businesses.
Planpoint to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Planpoint to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Planpoint to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Relatel
HubSpot to RelatelHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RelatelGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RelatelGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RelatelGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RelatelGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RelatelMailchimp marketing automation and email platform.
Questions
Planpoint and Relatel, 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 Relatel when something happens in Planpoint?
Any of Relatel's 18 actions, including Send SMS, Update contact, Add comment and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Relatel to Planpoint?
Yes. When something happens in Relatel, your agent can act in Planpoint too. This page covers both directions: Relatel's triggers and Planpoint's actions are listed here as well.
Do I have to build a connector for Planpoint or Relatel?
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 Relatel 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.