--- title: "Connect Ploomes and rasa.io - APIANT.ai" description: "When \"New contact\" fires in Ploomes, your agent runs \"Get contact\" in rasa.io, or \"New Insights Action\" in rasa.io to \"Add contact\" in Ploomes." canonical: "https://apiant.ai/connect/ploomes-to-rasa-io" --- # Connect Ploomes and rasa.io When **New contact** fires in [Ploomes](https://apiant.ai/connections/ploomes), your agent runs **Get contact** in [rasa.io](https://apiant.ai/connections/rasa-io), or **New Insights Action** in rasa.io to **Add contact** in Ploomes. Describe the whole flow and it is built, tested on every scenario and kept running. Ploomes **3** triggers Ploomes **19** actions rasa.io **3** triggers rasa.io **10** 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 rasa.io 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 rasa.io can do together ### From Ploomes to rasa.io - When **New contact** in Ploomes then **Get contact** in rasa.io - When **New deal** in Ploomes then **List contacts** in rasa.io ### From rasa.io to Ploomes - When **New Insights Action** in rasa.io then **Add contact** in Ploomes - When **New Insights Topics** in rasa.io then **Add deal** 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 rasa.io ## Triggers and actions 6 triggers · 29 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 **New Insights Action** Triggers when a contact performs a new engagement action, such as a click or open, on the selected newsletter. - Trigger **New Insights Topics** Triggers when a newsletter subscriber gets a new weekly topic cloud, showing the topics and categories they engage with. - Trigger **New Person** Triggered when a new person is added to your rasa.io contacts, optionally only within a chosen list. - Action **Add list** Creates a new mailing list in the rasa.io account and returns the new list's id. - Action **Create or Update Person** Creates a contact for the email address, or updates the existing active contact with that email, and returns the contact. - Action **Delete contact** Permanently deletes a contact and the personal data held for them across this account's newsletters. A contact that cannot be fully deleted is archived instead. - Action **Get contact** Returns a single contact by ID, including its subscriptions, external identifiers and custom attributes. An error occurs if the contact is not found. - Action **Get newsletter** Returns a single newsletter by ID, including its associated lists and subscription types. - Action **List contacts** Returns the contacts in the rasa.io account, optionally narrowed to one list or to contacts matching an external system identifier. - Action **List newsletters** Returns all active newsletters in your rasa.io account, including their associated lists and subscription types. - Action **List segments** Returns the segments defined on your rasa.io account, including each segment's code, name, description and any account-level attribute rule. - Action **List subscription types** Returns all active subscription types in your rasa.io account, along with their active integration mappings. - Action **Remove contact from list** Removes a contact from a list. The contact itself is kept and stays on any other lists. ## 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) - [ **rasa.io** Sends a personalized newsletter based on individual interests and behavior](https://apiant.ai/connections/rasa-io) 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 rasa.io - [ **HubSpot to rasa.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rasa-io) - [ **Google Sheets to rasa.io** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-rasa-io) - [ **Gmail to rasa.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rasa-io) - [ **Google Calendar to rasa.io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-rasa-io) - [ **Google Drive to rasa.io** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-rasa-io) - [ **Mailchimp to rasa.io** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-rasa-io) Questions ## Ploomes and rasa.io, 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 rasa.io when something happens in Ploomes? Any of rasa.io's 10 actions, including Create or Update Person, Add list, Get contact and Get newsletter. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from rasa.io to Ploomes? Yes. When something happens in rasa.io, your agent can act in Ploomes too. This page covers both directions: rasa.io's triggers and Ploomes's actions are listed here as well. ### ### Do I have to build a connector for Ploomes or rasa.io? 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 rasa.io 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.