--- title: "Connect Planports and Recruitee - APIANT.ai" description: "When \"New Contact\" fires in Planports, your agent runs \"Create Task\" in Recruitee, or \"New Task\" in Recruitee to \"Update contact\" in Planports." canonical: "https://apiant.ai/connect/planports-to-recruitee" --- # Connect Planports and Recruitee When **New Contact** fires in [Planports](https://apiant.ai/connections/planports), your agent runs **Create Task** in [Recruitee](https://apiant.ai/connections/recruitee), or **New Task** in Recruitee 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 Recruitee **1** trigger Recruitee **24** 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 Recruitee 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 Recruitee can do together ### From Planports to Recruitee - When **New Contact** in Planports then **Create Task** in Recruitee - When **New Contact** in Planports then **Add Note to Candidate** in Recruitee ### From Recruitee to Planports - When **New Task** in Recruitee then **Update contact** in Planports - When **New Task** in Recruitee 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 Recruitee ## Triggers and actions 2 triggers · 35 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 **New Task** Triggered when a new task is created in your Recruitee company. - Action **Add Note to Candidate** Adds a note to a candidate's profile in Recruitee. - Action **Add Note to Job Opening/Talent Pool** Adds a note to a job opening or a talent pool. - Action **Add Tags to Candidate** Adds tags to a candidate. - Action **Assign Candidate to Job Opening/Talent Pool** Assigns a candidate to a job opening or talent pool. - Action **Create Candidate** Manually adds a candidate to your Recruitee company, optionally assigning them to one or more jobs or talent pools. - Action **Create Job Opening** Creates a new job opening in Recruitee. - Action **Create Talent Pool** Creates a talent pool in Recruitee. - Action **Create Task** Creates a task. - Action **Delete candidate** Permanently deletes a candidate from your Recruitee company. - Action **Delete job opening** Permanently deletes a job opening (offer) and its applications in Recruitee. - Action **Find Candidate** Returns up to 60 candidates whose name, email, phone, tags, sources, job assignments, stage, cover letter or CV match the search text. - Action **Find Candidate Stage** Finds the pipeline stage a candidate is currently in, for one job opening or talent pool or for every one they are assigned to. - Action **Find Job Opening** Returns the job openings whose title contains the specified text. - Action **Find Talent Pool** Finds talent pools whose name contains the search text. - Action **Find Task** Finds tasks in the company whose title contains the given text. - Action **Get candidate** Fetches a candidate by ID. An error occurs if the candidate is not found. - Action **Get job opening** Retrieves a single job opening from Recruitee by its id or slug. - Action **List departments** Lists every department set up in your Recruitee company. - Action **List Job Opening/Talent Pool Notes** Lists the notes on a Recruitee job opening or talent pool, with each note's text, author and timestamps. - Action **List locations** List all locations. - Action **Proceed Candidate** Moves a candidate to a different stage of the pipeline in one of their job openings or talent pools. - Action **Update Candidate** Updates an existing candidate's name, contact details, links, cover letter or CV in Recruitee. Only the fields you fill in are changed. - Action **Update job opening** Updates an existing Recruitee job opening. Only the fields you fill in are changed. - Action **Update Task** Updates 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) - [ **Recruitee** Recruitee is an all-in-one hiring platform for teams of all sizes, that includes employer branding, job...](https://apiant.ai/connections/recruitee) 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 Recruitee - [ **HubSpot to Recruitee** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-recruitee) - [ **Google Sheets to Recruitee** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-recruitee) - [ **Gmail to Recruitee** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-recruitee) - [ **Google Calendar to Recruitee** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-recruitee) - [ **Google Drive to Recruitee** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-recruitee) - [ **Mailchimp to Recruitee** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-recruitee) Questions ## Planports and Recruitee, 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 Recruitee when something happens in Planports? Any of Recruitee's 24 actions, including Create Candidate, Create Job Opening, Create Talent Pool and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Recruitee to Planports? Yes. When something happens in Recruitee, your agent can act in Planports too. This page covers both directions: Recruitee's triggers and Planports's actions are listed here as well. ### ### Do I have to build a connector for Planports or Recruitee? 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 Recruitee 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.