--- title: "Connect Planports to Fax.Plus - APIANT.ai" description: "When \"New Contact\" fires in Planports, your agent runs \"Add contact\" in Fax.Plus." canonical: "https://apiant.ai/connect/planports-to-fax-plus" --- # Connect Planports to Fax.Plus When **New Contact** fires in [Planports](https://apiant.ai/connections/planports), your agent runs **Add contact** in [Fax.Plus](https://apiant.ai/connections/fax-plus). Describe the whole flow and it is built, tested on every scenario and kept running. Planports **1** trigger Planports **11** actions Fax.Plus **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Planports and Fax.Plus to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Planports can start in Fax.Plus - When **New Contact** in Planports then **Add contact** in Fax.Plus - When **New Contact** in Planports then **Update contact** in Fax.Plus 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 Planports and Fax.Plus ## Triggers and actions 1 trigger · 24 actions - Trigger **New Contact** Triggered when a new contact, either an individual or an organization, is added in Planports. - Action **Add meeting** Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity. - Action **Add proposal** Creates a sales proposal for a Planports contact, optionally with product lines. - Action **Find contact by phone number** Finds a Planports contact by phone number and returns the matching contact. - Action **List contacts** Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added. - Action **List meetings** Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content. - Action **List products** Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested. - Action **List projects** Returns the projects in your Planports account, optionally filtered by project name. - Action **List proposals** Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them. - Action **List tasks** Returns the tasks in your Planports account, optionally filtered by project, stage or task detail. - Action **Update contact** Updates an existing contact (person or organization) in Planports. - Action **Update opportunity** Updates an existing opportunity in Planports. Only the fields you fill in are changed. - Action **Add contact** Creates a new contact in your Fax.Plus address book with a name and fax number, plus optional email, phone numbers, notes and groups. - Action **Delete contact** Deletes a contact from your Fax.Plus address book. - Action **Delete fax** Deletes a received or sent fax record from a Fax.Plus account by its ID. - Action **Delete outbox fax** Deletes an outgoing fax that is still scheduled for sending from the Fax.Plus outbox. - Action **Get account** Returns the profile, status and notification and fax settings of your Fax.Plus account or of a member of your corporate account. - Action **Get outbox fax** Returns the details of a fax currently waiting to be sent from the outbox, including its status, recipients, files and send settings. - Action **List contacts** Returns the contacts in your Fax.Plus account, optionally filtered by name, fax number, group or note, or looked up by specific contact IDs. - Action **List faxes** Returns the fax records in your inbox, sent or spam folder, or a corporate member's, optionally filtered by date, status, number, read state and page count. - Action **List numbers** Returns the fax numbers purchased by or assigned to an account, with each number's status, owner, assignees and notification settings. - Action **List outbox faxes** Returns the faxes in an account's outbox that have not been sent yet. - Action **Send a Fax** Sends a fax to one or more numbers, from a document link, previously uploaded files, or an existing fax, and returns the ID of the fax created for each recipient. - Action **Update contact** Updates an existing contact in your Fax.Plus address book and returns the updated contact. Fields left blank keep their current values. - Action **Update fax** Updates a received or sent fax record's comment or shared note, or marks it as read or unread. ## Each app on its own - [ **Planports** Planports combines CRM and Business Management tools like proposals, orders, stock management and accounting](https://apiant.ai/connections/planports) - [ **Fax.Plus** Fax.Plus is a secure and reliable online fax service that enables enterprises and small to mid-size...](https://apiant.ai/connections/fax-plus) Reviews ## What our customers say ## More from Planports - [ **Planports to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/planports-to-salesforce) - [ **Planports to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/planports-to-slack) - [ **Planports to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/planports-to-stripe) - [ **Planports to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/planports-to-shopify) - [ **Planports to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/planports-to-quickbooks-online) - [ **Planports to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/planports-to-trello) ## More into Fax.Plus - [ **HubSpot to Fax.Plus** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fax-plus) - [ **Salesforce to Fax.Plus** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fax-plus) - [ **Slack to Fax.Plus** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fax-plus) - [ **Google Sheets to Fax.Plus** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-fax-plus) - [ **Gmail to Fax.Plus** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fax-plus) - [ **Google Calendar to Fax.Plus** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-fax-plus) Questions ## Planports and Fax.Plus, answered ### ### What can start an automation from Planports? Any of Planports's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Fax.Plus when something happens in Planports? Any of Fax.Plus's 13 actions, including Send a Fax, Update contact, Update fax and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Fax.Plus to Planports? Fax.Plus has no triggers in the catalog today, so automations start in Planports. If you need the other direction, ask: your agent reads Fax.Plus's API documentation and adds it. ### ### Do I have to build a connector for Planports or Fax.Plus? 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 Planports and Fax.Plus 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.