# Connect Ploomes to Typless When **New contact** fires in [Ploomes](https://apiant.ai/connections/ploomes), your agent runs **Add document to data set** in [Typless](https://apiant.ai/connections/typless). Describe the whole flow and it is built, tested on every scenario and kept running. Ploomes **3** triggers Ploomes **19** actions Typless **5** 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 Typless 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 Typless - When **New contact** in Ploomes then **Add document to data set** in Typless - When **New deal** in Ploomes then **Extract document data** in Typless 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 Typless ## Triggers and actions 3 triggers · 24 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 **Add document to data set** Add a new document synchronously to a document type's training dataset, useful for filling up new document types with existing labeled data. - Action **Extract document data** Extract structured data from a document synchronously based on a document type. - Action **Extract document data asynchronously** Submits a document to Typless for extraction in the background and returns an extraction ID used to fetch the results later. - Action **Get extraction data** Get the status and results of an asynchronous Typless extraction by its extraction ID. - Action **List documents awaiting poll** Lists the extraction IDs of documents that Typless has finished processing but whose results have not yet been retrieved. ## 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) - [ **Typless** AI-powered document extraction platform that pulls structured data from invoices, receipts, and contracts...](https://apiant.ai/connections/typless) 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 Typless - [ **Warnely to Typless** Warnely publishes composite travel-safety scores for 180 countries, blending UK FCDO and US State Department...](https://apiant.ai/connect/warnely-to-typless) - [ **HubSpot to Typless** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-typless) - [ **Salesforce to Typless** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-typless) - [ **Slack to Typless** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-typless) - [ **Google Sheets to Typless** Google Sheets](https://apiant.ai/connect/google-sheets-to-typless) - [ **Gmail to Typless** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-typless) Questions ## Ploomes and Typless, 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 Typless when something happens in Ploomes? Any of Typless's 5 actions, including Add document to data set, Extract document data, Extract document data asynchronously and Get extraction data. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Typless to Ploomes? Typless has no triggers in the catalog today, so automations start in Ploomes. If you need the other direction, ask: your agent reads Typless's API documentation and adds it. ### ### Do I have to build a connector for Ploomes or Typless? 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 Typless 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.