--- title: "Connect Ploomes and Pneumatic - APIANT.ai" description: "When \"New contact\" fires in Ploomes, your agent runs \"Update Task\" in Pneumatic, or \"Task Completed\" in Pneumatic to \"Add task\" in Ploomes." canonical: "https://apiant.ai/connect/ploomes-to-pneumatic" --- # Connect Ploomes and Pneumatic When **New contact** fires in [Ploomes](https://apiant.ai/connections/ploomes), your agent runs **Update Task** in [Pneumatic](https://apiant.ai/connections/pneumatic), or **Task Completed** in Pneumatic to **Add task** in Ploomes. Describe the whole flow and it is built, tested on every scenario and kept running. Ploomes **3** triggers Ploomes **19** 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 Ploomes 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 Ploomes and Pneumatic can do together ### From Ploomes to Pneumatic - When **New contact** in Ploomes then **Update Task** in Pneumatic - When **New deal** in Ploomes then **Get Task** in Pneumatic ### From Pneumatic to Ploomes - When **Task Completed** in Pneumatic then **Add task** in Ploomes - When **Workflow Completed** in Pneumatic then **Add contact** in Ploomes 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 Pneumatic ## Triggers and actions 7 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. - 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 - [ **Ploomes** Sales force automation system that links CRM, Sales Funnel, Proposal Automation and Sales Orders.](https://apiant.ai/connections/ploomes) - [ **Pneumatic** Pneumatic is first workflow service created especially for small teams.](https://apiant.ai/connections/pneumatic) 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 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](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 ## Ploomes and Pneumatic, 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 Pneumatic when something happens in Ploomes? 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 Ploomes? Yes. When something happens in Pneumatic, your agent can act in Ploomes too. This page covers both directions: Pneumatic's triggers and Ploomes's actions are listed here as well. ### ### Do I have to build a connector for Ploomes 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 Ploomes 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.