--- title: "Connect Planports to Natif Ai - APIANT.ai" description: "When \"New Contact\" fires in Planports, your agent runs \"Add Document\" in Natif Ai." canonical: "https://apiant.ai/connect/planports-to-natif-ai" --- # Connect Planports to Natif Ai When **New Contact** fires in [Planports](https://apiant.ai/connections/planports), your agent runs **Add Document** in [Natif Ai](https://apiant.ai/connections/natif-ai). Describe the whole flow and it is built, tested on every scenario and kept running. Planports **1** trigger Planports **12** actions Natif Ai **8** 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 Natif Ai 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 Natif Ai - When **New Contact** in Planports then **Add Document** in Natif Ai - When **New Contact** in Planports then **Update Document extractions** in Natif Ai 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 Natif Ai ## Triggers and actions 1 trigger · 20 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 **Create Lead** Creates a new lead in Planports from a person's name, contact details, address and source information. Returns the response Planports gives for the new lead. - 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 Document** Upload a document for capturing/processing. - Action **Delete Document** Permanently deletes a document from natif.ai. - Action **Find Documents** Returns up to 100 uploaded documents that match the specified date range, processing status, postprocessing status and workflow. - Action **Get Document** Retrieves information about a document, including its processing status. - Action **Get Document extractions** Retrieve the extracted structured data fields for a processed document. - Action **Get Document OCR** Retrieves the OCR results (pages, words with bounding boxes, optional full text) for a document. - Action **List Workflows** Lists all workflows available to the account, including their metadata. - Action **Update Document extractions** Correct/update the extracted data fields for a document. ## 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) - [ **Natif Ai** AI-powered document processing platform for OCR, classification, and data extraction via API.](https://apiant.ai/connections/natif-ai) 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 Natif Ai - [ **HubSpot to Natif Ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-natif-ai) - [ **Salesforce to Natif Ai** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-natif-ai) - [ **Slack to Natif Ai** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-natif-ai) - [ **Google Sheets to Natif Ai** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-natif-ai) - [ **Gmail to Natif Ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-natif-ai) - [ **Google Calendar to Natif Ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-natif-ai) Questions ## Planports and Natif Ai, 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 Natif Ai when something happens in Planports? Any of Natif Ai's 8 actions, including Update Document extractions, Add Document, Find Documents and Get Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Natif Ai to Planports? Natif Ai has no triggers in the catalog today, so automations start in Planports. If you need the other direction, ask: your agent reads Natif Ai's API documentation and adds it. ### ### Do I have to build a connector for Planports or Natif Ai? 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 Natif Ai 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.