--- title: "Connect Ploomes to Templates On - APIANT.ai" description: "When \"New contact\" fires in Ploomes, your agent runs \"Generate Image\" in Templates On." canonical: "https://apiant.ai/connect/ploomes-to-templates-on" --- # Connect Ploomes to Templates On When **New contact** fires in [Ploomes](https://apiant.ai/connections/ploomes), your agent runs **Generate Image** in [Templates On](https://apiant.ai/connections/templates-on). Describe the whole flow and it is built, tested on every scenario and kept running. Ploomes **3** triggers Ploomes **19** actions Templates On **4** 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 Templates On 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 Templates On - When **New contact** in Ploomes then **Generate Image** in Templates On - When **New deal** in Ploomes then **Generate PDF** in Templates On 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 Templates On ## Triggers and actions 3 triggers · 23 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 **Generate Image** Generates a PNG image, either from one of your saved templates with your own values filled in, or as a styled text image without a template. Returns the image as base64 data with its size and dimensions. - Action **Generate PDF** Generates a PDF from one of your saved templates (filling in its dynamic fields), or a simple styled text document without a template, and returns the PDF as base64. - Action **List template fields** Returns the dynamic fields defined in a Templates On template, with each field's name and type (text or image), so you know which values to pass when generating an image or PDF. - Action **List templates** Returns all templates available to your account, including your own templates and public templates, with each template's id, name and public status. ## 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) - [ **Templates On** Templates On is a tool for dynamic Image/PDF generation, Design or generate templates and use them in your...](https://apiant.ai/connections/templates-on) 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 Templates On - [ **HubSpot to Templates On** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-templates-on) - [ **Salesforce to Templates On** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-templates-on) - [ **Slack to Templates On** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-templates-on) - [ **Google Sheets to Templates On** Google Sheets](https://apiant.ai/connect/google-sheets-to-templates-on) - [ **Gmail to Templates On** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-templates-on) - [ **Google Calendar to Templates On** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-templates-on) Questions ## Ploomes and Templates On, 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 Templates On when something happens in Ploomes? Any of Templates On's 4 actions, including Generate Image, Generate PDF, List template fields and List templates. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Templates On to Ploomes? Templates On has no triggers in the catalog today, so automations start in Ploomes. If you need the other direction, ask: your agent reads Templates On's API documentation and adds it. ### ### Do I have to build a connector for Ploomes or Templates On? 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 Templates On 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.