Integration
Connect Ploomes and Webex Teams
When New contact fires in Ploomes, your agent runs Add message in Webex Teams, or New membership in Webex Teams to Add contact in Ploomes. Describe the whole flow and it is built, tested on every scenario and kept running.
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 Webex Teams to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Ploomes and Webex Teams can do together
From Ploomes to Webex Teams
When New contact in Ploomes
then Add message in Webex Teams
From Webex Teams to 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 Webex Teams
Triggers and actions 5 triggers · 35 actions
- New contact
Triggers when a new contact (person or company) is created in Ploomes.
- New deal
Triggers when a new deal is created in Ploomes.
- New task
Triggers when a new task is created in Ploomes.
- Add contact
Creates a contact (a person or a company) in Ploomes and returns the new contact record.
- Add deal
Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.
- Add interaction record
Creates an interaction record (a note, call or email log) on a Ploomes contact or deal.
- Add product
Creates a product in your Ploomes account and returns the new product.
- Add quote
Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.
- Add task
Creates a task in Ploomes, optionally linked to a contact or deal.
- Delete contact
Deletes a contact (person or company) from your Ploomes account.
- Delete deal
Deletes a deal from your Ploomes account.
- Find contacts by criteria
Returns the Ploomes contacts (people and companies) that match the criteria you give.
- Find deals by criteria
Returns the deals that match the criteria you give, such as a title, stage or customer.
- Find interaction records by criteria
Returns the interaction records (activity history entries) that match the criteria you give.
- Find tasks by criteria
Returns the tasks that match the criteria you specify, such as title, contact or deal.
- Finish task
Marks a Ploomes task as finished.
- Get quote
Returns a single quote (proposal) by its ID, including its custom field values.
- Lose deal
Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.
- Update contact
Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed.
- Update deal
Updates an existing deal in Ploomes. Only the fields you fill in are changed.
- Update task
Updates an existing task in Ploomes. Only the fields you fill in are changed.
- Win deal
Marks a Ploomes deal as won and returns the updated deal.
- New membership
Triggers when a person is added to a Webex space.
- New message
Triggers when a new message is posted in a Webex space you are in.
- Add membership
Adds a person to a Webex space (room) by person ID or email, optionally as a moderator, and returns the new membership.
- Add message
Posts a message to a Webex space, or sends a direct message to a person, with optional text, markdown, a file or an adaptive card.
- Add room
Creates a new Webex space (room), optionally inside a team.
- Add team
Creates a new team in Webex. The person creating it becomes the team's moderator.
- Delete membership
Removes a person from a Webex space by deleting their membership.
- Delete message
Deletes a message from a Webex space.
- Delete room
Deletes a Webex space (room) by its ID, along with its messages.
- Find people by email or name
Finds Webex people by email address or display name and returns the matching people.
- Get message
Returns the details of a single Webex message, including its text, room and sender.
- Get person
Returns the details of a Webex person, such as their name, email addresses, avatar and status.
- Get room
Returns the details of a Webex space, such as its title, type, team and creation date.
- List memberships
Returns the memberships of a Webex space, or the spaces a person belongs to.
- List messages
Returns the messages in a Webex space, newest first, optionally limited to replies in a thread, messages mentioning someone, or messages before a given time or message.
- List rooms
Returns the Webex spaces (rooms) the authenticated user belongs to, optionally filtered by team or space type and sorted.
- Update message
Edits the text of a message you previously posted in a Webex space.
- Update room
Updates a Webex space's title and settings, such as locking it, making it public, or setting it to announcement-only.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Ploomes
Ploomes to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Ploomes to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Ploomes to StripeStripe is a payment processing platform for online businesses.
Ploomes to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Ploomes to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Ploomes to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Webex Teams
HubSpot to Webex TeamsHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Webex TeamsGoogle Sheets
Gmail to Webex TeamsGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Webex TeamsGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Ploomes and Webex Teams, 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 Webex Teams when something happens in Ploomes?
Any of Webex Teams's 16 actions, including Update message, Update room, Add membership and Add message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Webex Teams to Ploomes?
Yes. When something happens in Webex Teams, your agent can act in Ploomes too. This page covers both directions: Webex Teams's triggers and Ploomes's actions are listed here as well.
Do I have to build a connector for Ploomes or Webex Teams?
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 Webex Teams 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.