--- title: "Connect Planports and Pneumatic - APIANT.ai" description: "When \"New Contact\" fires in Planports, your agent runs \"Update Task\" in Pneumatic, or \"Task Completed\" in Pneumatic to \"Update contact\" in Planports." canonical: "https://apiant.ai/connect/planports-to-pneumatic" --- # Connect Planports and Pneumatic When **New Contact** fires in [Planports](https://apiant.ai/connections/planports), your agent runs **Update Task** in [Pneumatic](https://apiant.ai/connections/pneumatic), or **Task Completed** in Pneumatic to **Update contact** in Planports. Describe the whole flow and it is built, tested on every scenario and kept running. Planports **1** trigger Planports **11** actions Pneumatic **4** triggers Pneumatic **7** 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 Pneumatic 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 and Pneumatic can do together ### From Planports to Pneumatic - When **New Contact** in Planports then **Update Task** in Pneumatic - When **New Contact** in Planports then **Get Task** in Pneumatic ### From Pneumatic to Planports - When **Task Completed** in Pneumatic then **Update contact** in Planports - When **Workflow Completed** in Pneumatic then **Find contact by phone number** in Planports 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 Pneumatic ## Triggers and actions 5 triggers · 18 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. - Trigger **Task Completed** Triggers when some task is completed. - Trigger **Task Returned** Triggers when a process is returned to this task. - Trigger **Workflow Completed** Triggers when a workflow is completed. - Trigger **Workflow Started** Triggers when a new workflow is started. - Action **Get Task** Get a single task by id. - Action **Get Template** Get a specific workflow template by id. - Action **List Tasks** List tasks in the account. - Action **List Templates** List all workflow templates in the account. - Action **List Users** List users in the account. - Action **Run Workflow** Run a New Workflow - Action **Update Task** Complete a task. ## 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) - [ **Pneumatic** Pneumatic is first workflow service created especially for small teams.](https://apiant.ai/connections/pneumatic) 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 Pneumatic - [ **HubSpot to Pneumatic** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pneumatic) - [ **Google Sheets to Pneumatic** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pneumatic) - [ **Gmail to Pneumatic** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pneumatic) - [ **Google Calendar to Pneumatic** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pneumatic) - [ **Google Drive to Pneumatic** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pneumatic) - [ **Mailchimp to Pneumatic** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pneumatic) Questions ## Planports and Pneumatic, 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 Pneumatic when something happens in Planports? Any of Pneumatic's 7 actions, including Update Task, Get Task, Get Template and List Tasks. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pneumatic to Planports? Yes. When something happens in Pneumatic, your agent can act in Planports too. This page covers both directions: Pneumatic's triggers and Planports's actions are listed here as well. ### ### Do I have to build a connector for Planports or Pneumatic? 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 Pneumatic 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.