Integration

Connect Ploomes and Sansan

When New contact fires in Ploomes, your agent runs Find Business Cards in Sansan, or New Business Card in Sansan to Add contact in Ploomes. Describe the whole flow and it is built, tested on every scenario and kept running.

Ploomes3 triggers Ploomes19 actions Sansan1 trigger Sansan8 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 Sansan 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 and Sansan can do together

From Ploomes to Sansan

When New contact in Ploomesthen Find Business Cards in Sansan
When New deal in Ploomesthen Get Business Card in Sansan

From Sansan to Ploomes

When New Business Card in Sansanthen Add contact in Ploomes
When New Business Card in Sansanthen 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 Sansan

Triggers and actions 4 triggers · 27 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 Business Card
Triggers when a business card is scanned or registered, excluding cards you cannot access.
Action
Find Business Cards
Searches business cards by company name, person name, email, phone or tag.
Action
Find Tags
Returns the tags assigned to a business card, excluding tags you cannot access.
Action
Get Business Card
Returns one business card by its ID.
Action
Get Current User
Returns the Sansan user who owns the API key.
Action
Get Person
Returns a person and their latest business card by person ID.
Action
List departments
Returns the departments in your company's Sansan organization. Requires a system administrator API key.
Action
List reports
Returns the activity reports (meetings, calls, emails, card exchanges) updated within a time range.
Action
List Tags
Returns the tags you can access.

Each app on its own

Reviews

What our customers say

More into Sansan

Questions

Ploomes and Sansan, 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 Sansan when something happens in Ploomes?

Any of Sansan's 8 actions, including Find Business Cards, Find Tags, Get Business Card and Get Current User. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Sansan to Ploomes?

Yes. When something happens in Sansan, your agent can act in Ploomes too. This page covers both directions: Sansan's triggers and Ploomes's actions are listed here as well.

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

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 Sansan 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 and Sansan

What do you want Ploomes and Sansan to do together?

What Ploomes and Sansan can do together

From Ploomes to Sansan

From Sansan to Ploomes

Triggers and actions 4 triggers · 27 actions

Each app on its own

What our customers say

More from Ploomes

More into Sansan

Ploomes and Sansan, answered

What can start an automation from Ploomes?

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

Can it also run from Sansan to Ploomes?

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

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

What happens when something fails?

Is there a free plan?