--- title: "Connect Planports and Todoist - APIANT.ai" description: "When \"New Contact\" fires in Planports, your agent runs \"Create Task\" in Todoist, or \"New Completed Task\" in Todoist to \"Update contact\" in Planports." canonical: "https://apiant.ai/connect/planports-to-todoist" --- # Connect Planports and Todoist When **New Contact** fires in [Planports](https://apiant.ai/connections/planports), your agent runs **Create Task** in [Todoist](https://apiant.ai/connections/todoist), or **New Completed Task** in Todoist 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 Todoist **3** triggers Todoist **30** 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 Todoist 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 Todoist can do together ### From Planports to Todoist - When **New Contact** in Planports then **Create Task** in Todoist - When **New Contact** in Planports then **Create Comment** in Todoist ### From Todoist to Planports - When **New Completed Task** in Todoist then **Update contact** in Planports - When **New Incomplete Task** in Todoist 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 Todoist ## Triggers and actions 4 triggers · 41 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 Completed Task** Triggers when a task is completed, optionally filtered by project. - Trigger **New Incomplete Task** Triggers when a new active (incomplete) task is added, optionally filtered by project. - Trigger **New Project** Triggers when a new project is created. - Action **Close Task** Completes (closes) a task. - Action **Create Comment** Adds a comment to a task or project. - Action **Create Label** Creates a new personal label. - Action **Create Project** Creates a new project. - Action **Create Section** Creates a new section within a project. - Action **Create Task** Creates a new task. - Action **Delete comment** Deletes a comment on a Todoist task or project by its ID. - Action **Delete label** Deletes a personal label in Todoist and removes it from all tasks. - Action **Delete Project** Deletes a project. - Action **Delete section** Deletes a section and all of its tasks. - Action **Delete Task** Deletes a task. - Action **Find tasks by filter** Returns the active tasks that match a Todoist filter query, such as "today | overdue". - Action **Get comment** Returns a single Todoist comment by its ID. - Action **Get label** /api/v1/labels/{label_id} - retrieve one personal label. - Action **Get Project** Returns a single project by ID. - Action **Get section** Returns a single Todoist section by its ID. - Action **Get Task** Returns a single active task by ID. - Action **List comments** Returns all comments on a Todoist task or project. - Action **List Labels** Returns all personal labels. - Action **List project collaborators** Lists everyone who has access to a Todoist project, with their name and email. - Action **List Projects** Returns all active projects. - Action **List Sections** Returns all sections, optionally filtered by project. - Action **List Tasks** Returns active tasks, optionally filtered by project, label, or filter query. - Action **Move task** Moves a task to another project, section or parent task. - Action **Reopen Task** Reopens a previously completed task. - Action **Update comment** Updates the text of an existing Todoist comment and returns the updated comment. - Action **Update label** Update a personal label's name, color, order or favorite status. Fields left blank keep their current values. - Action **Update Project** Updates an existing project. - Action **Update section** /api/v1/sections/{section_id} - rename a section. - Action **Update Task** Updates an existing 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) - [ **Todoist** Todoist task and project management. Create, update, complete, and organize tasks and projects, manage...](https://apiant.ai/connections/todoist) 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 Todoist - [ **ActiveCampaign to Todoist** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-todoist) - [ **FreeAgent to Todoist** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connect/freeagent-to-todoist) - [ **HelloSign to Todoist** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connect/hellosign-to-todoist) - [ **Knack to Todoist** Knack is an online database and app builder. Read and write records in your Knack objects.](https://apiant.ai/connect/knack-to-todoist) - [ **HubSpot to Todoist** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-todoist) - [ **Salesforce to Todoist** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-todoist) Questions ## Planports and Todoist, 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 Todoist when something happens in Planports? Any of Todoist's 30 actions, including Create Comment, Create Label, Create Project and Create Section. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Todoist to Planports? Yes. When something happens in Todoist, your agent can act in Planports too. This page covers both directions: Todoist's triggers and Planports's actions are listed here as well. ### ### Do I have to build a connector for Planports or Todoist? 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 Todoist 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.