--- title: "Connect Ploomes to Pappers - APIANT.ai" description: "When \"New contact\" fires in Ploomes, your agent runs \"Download a Document\" in Pappers." canonical: "https://apiant.ai/connect/ploomes-to-pappers" --- # Connect Ploomes to Pappers When **New contact** fires in [Ploomes](https://apiant.ai/connections/ploomes), your agent runs **Download a Document** in [Pappers](https://apiant.ai/connections/pappers). Describe the whole flow and it is built, tested on every scenario and kept running. Ploomes **3** triggers Ploomes **19** actions Pappers **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 Ploomes and Pappers 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 Ploomes can start in Pappers - When **New contact** in Ploomes then **Download a Document** in Pappers - When **New deal** in Ploomes then **Find Documents Based on Criteria** in Pappers 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 Pappers ## Triggers and actions 3 triggers · 26 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 **Download a Document** Download a document based on a token You must provide the document token. The document will be sent to you in a PDF format. - Action **Find a Company Based on Siren or Siret** Retrieve the informations available of a company. - Action **Find BODACC Publications Based on Criteria** - Action **Find Documents Based on Criteria** - Action **Search for Companies Based on Criteria** All parameters are optional and are used to filter the search. The different companies will be returned in a results table. - Action **Search for Executives Based on Criteria** All parameters are optional and are used to filter the search. The different executives will be returned in a results table. - Action **Suggestions / Autocomplete** Find companies that match the start of a text search (autocomplete type). ## Each app on its own - [ **Ploomes** Sales force automation system that links CRM, Sales Funnel, Proposal Automation and Sales Orders.](https://apiant.ai/connections/ploomes) - [ **Pappers** Toute l'information des entreprises Gratuite, intelligente, complète](https://apiant.ai/connections/pappers) Reviews ## What our customers say ## More from Ploomes - [ **Ploomes to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ploomes-to-salesforce) - [ **Ploomes to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ploomes-to-slack) - [ **Ploomes to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ploomes-to-stripe) - [ **Ploomes to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ploomes-to-shopify) - [ **Ploomes to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ploomes-to-quickbooks-online) - [ **Ploomes to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/ploomes-to-trello) ## More into Pappers - [ **Archive.org to Pappers** Archive.org is the Internet Archive, a public library of archived web pages, books, audio recordings, films...](https://apiant.ai/connect/archive-org-to-pappers) - [ **HubSpot to Pappers** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pappers) - [ **Salesforce to Pappers** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pappers) - [ **Slack to Pappers** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pappers) - [ **Google Sheets to Pappers** Google Sheets](https://apiant.ai/connect/google-sheets-to-pappers) - [ **Gmail to Pappers** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pappers) Questions ## Ploomes and Pappers, 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 Pappers when something happens in Ploomes? Any of Pappers's 7 actions, including Download a Document, Find a Company Based on Siren or Siret, Find BODACC Publications Based on Criteria and Find Documents Based on Criteria. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pappers to Ploomes? Pappers has no triggers in the catalog today, so automations start in Ploomes. If you need the other direction, ask: your agent reads Pappers's API documentation and adds it. ### ### Do I have to build a connector for Ploomes or Pappers? 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 Pappers 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.