Integration

Connect Ploomes to Nango

When New contact fires in Ploomes, your agent runs Add connection in Nango. Describe the whole flow and it is built, tested on every scenario and kept running.

Ploomes3 triggers Ploomes19 actions Nango11 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want Ploomes and Nango to do together?

Ask the assistant

Connect your AI client

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

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

Example flows

What Ploomes can start in Nango

When New contact in Ploomesthen Add connection in Nango
When New deal in Ploomesthen Add connect session in Nango

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 Ploomes and Nango

Triggers and actions 3 triggers · 30 actions

Trigger
New contact
Triggers when a new contact (person or company) is created in Ploomes.
Trigger
New deal
Triggers when a new deal is created in Ploomes.
Trigger
New task
Triggers when a new task is created in Ploomes.
Action
Add contact
Creates a contact (a person or a company) in Ploomes and returns the new contact record.
Action
Add deal
Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.
Action
Add interaction record
Creates an interaction record (a note, call or email log) on a Ploomes contact or deal.
Action
Add product
Creates a product in your Ploomes account and returns the new product.
Action
Add quote
Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.
Action
Add task
Creates a task in Ploomes, optionally linked to a contact or deal.
Action
Delete contact
Deletes a contact (person or company) from your Ploomes account.
Action
Delete deal
Deletes a deal from your Ploomes account.
Action
Find contacts by criteria
Returns the Ploomes contacts (people and companies) that match the criteria you give.
Action
Find deals by criteria
Returns the deals that match the criteria you give, such as a title, stage or customer.
Action
Find interaction records by criteria
Returns the interaction records (activity history entries) that match the criteria you give.
Action
Find tasks by criteria
Returns the tasks that match the criteria you specify, such as title, contact or deal.
Action
Finish task
Marks a Ploomes task as finished.
Action
Get quote
Returns a single quote (proposal) by its ID, including its custom field values.
Action
Lose deal
Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.
Action
Update contact
Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed.
Action
Update deal
Updates an existing deal in Ploomes. Only the fields you fill in are changed.
Action
Update task
Updates an existing task in Ploomes. Only the fields you fill in are changed.
Action
Win deal
Marks a Ploomes deal as won and returns the updated deal.
Action
Add connection
Imports (upserts) a connection into a Nango integration using credentials you already hold. If a connection with the same connection ID and integration already exists, its credentials are updated.
Action
Add connect session
Creates a short-lived (30 minute) Nango connect session and returns its token and connect link, which your end user can use to connect an integration through Nango Connect UI.
Action
Add integration
Creates a new integration in the Nango environment for a given provider.
Action
Delete connection
Deletes a Nango connection for the given integration.
Action
Delete integration
Deletes an integration from the Nango environment.
Action
Get connection
Returns a specific Nango connection, including its current credentials (Nango refreshes an expired access token before returning it).
Action
Get connect session
Get a Connect session by token.
Action
Get integration
Returns a specific Nango integration by its unique key.
Action
List integrations
Returns every integration configured in the connected Nango environment.
Action
Update connection
Edits a Nango connection's tags or its webhook URL override.
Action
Update integration
Edits an existing Nango integration: rename its ID, change its display name, toggle webhook forwarding, or replace its credentials or provider-specific configuration. Only the fields you fill in are changed.

Each app on its own

Reviews

What our customers say

More into Nango

Questions

Ploomes and Nango, answered

What can start an automation from Ploomes?

Any of Ploomes's 3 triggers in the catalog, including New contact, New deal and New task. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Nango when something happens in Ploomes?

Any of Nango's 11 actions, including Update connection, Update integration, Add connection and Add connect session. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Nango to Ploomes?

Nango has no triggers in the catalog today, so automations start in Ploomes. If you need the other direction, ask: your agent reads Nango's API documentation and adds it.

Do I have to build a connector for Ploomes or Nango?

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 Ploomes and Nango 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.

Connect Ploomes to Nango

What do you want Ploomes and Nango to do together?

What Ploomes can start in Nango

Triggers and actions 3 triggers · 30 actions

Each app on its own

What our customers say

More from Ploomes

More into Nango

Ploomes and Nango, answered

What can start an automation from Ploomes?

What can your agent do in Nango when something happens in Ploomes?

Can it also run from Nango to Ploomes?

Do I have to build a connector for Ploomes or Nango?

Can my AI client use Ploomes and Nango without building an automation?

What happens when something fails?

Is there a free plan?