--- title: "Connect Plug&Pay to IXACT Contact CRM - APIANT.ai" description: "When \"New Order\" fires in Plug&Pay, your agent runs \"Create Contact\" in IXACT Contact CRM." canonical: "https://apiant.ai/connect/plug-pay-to-ixact-contact-crm" --- # Connect Plug&Pay to IXACT Contact CRM When **New Order** fires in [Plug&Pay](https://apiant.ai/connections/plug-pay), your agent runs **Create Contact** in [IXACT Contact CRM](https://apiant.ai/connections/ixact-contact-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Plug&Pay **3** triggers Plug&Pay **39** actions IXACT Contact CRM **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Plug&Pay and IXACT Contact CRM 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 Plug&Pay can start in IXACT Contact CRM - When **New Order** in Plug&Pay then **Create Contact** in IXACT Contact CRM - When **New Product** in Plug&Pay then **Create Lead** in IXACT Contact CRM 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 Plug&Pay and IXACT Contact CRM ## Triggers and actions 3 triggers · 51 actions - Trigger **New Order** Triggers when a new order is placed in your Plug&Pay account. - Trigger **New Product** Triggers when a new product is added to your Plug&Pay account. - Trigger **New Subscription** Triggers when a new subscription or installment plan starts in your Plug&Pay account. - Action **Add Order Comment** Adds an internal note to an order. Buyers do not see it. - Action **Add Subscription Comment** Adds an internal note to a subscription. Subscribers do not see it. - Action **Cancel Subscription** Cancels a subscription, optionally from a later date and with a reason. - Action **Clone Checkout** Makes a copy of a checkout page and returns the new checkout's ID. - Action **Clone Product** Makes a copy of an existing product and returns the new product's ID. - Action **Create Checkout** Creates a checkout page that sells one of your products and returns its ID. - Action **Create Order** Creates an order with its products, buyer details and payment method in your Plug&Pay account and returns the order ID. - Action **Create Product Price** Adds a price to a product in your Plug&Pay account and returns the price ID. - Action **Create Promotion** Creates a discount promotion with a promotion code in your Plug&Pay account and returns its ID. - Action **Create Subscription** Creates a subscription for a buyer on a subscription product in your Plug&Pay account and returns its ID. - Action **Delete Checkout** Deletes a checkout page from your Plug&Pay account. - Action **Delete Order** Deletes an order from your Plug&Pay account. - Action **Delete Product** Deletes a product from your Plug&Pay account. - Action **Delete Product Price** Removes a price from a product in your Plug&Pay account. - Action **Delete Promotion** Deletes a promotion from your Plug&Pay account. - Action **Delete Subscription** Deletes a subscription from your Plug&Pay account. - Action **Extend Subscription** Moves a subscription's next billing date later, extending the current period. - Action **Find Checkouts** Searches the checkout pages in your Plug&Pay account by name, product or status. - Action **Find Orders** Searches the orders in your Plug&Pay account by buyer email, invoice number, payment status, product, date range and other filters. - Action **Find Products** Searches the products in your Plug&Pay account by title, SKU, type, group and other filters. - Action **Find Promotions** Searches the promotions in your Plug&Pay account by name or product. - Action **Find Subscriptions** Searches the subscriptions in your Plug&Pay account by subscriber, status, product, billing dates and other filters. - Action **Get Checkout** Returns a checkout page from your Plug&Pay account by its ID. - Action **Get Order** Returns an order from your Plug&Pay account by its ID, optionally with its items, billing details and more. - Action **Get Order Payment** Returns the payment of an order: its status, method, provider and amounts. - Action **Get Product** Returns a product from your Plug&Pay account by its ID. - Action **Get Product Price** Returns one price of a product in your Plug&Pay account. - Action **Get Promotion** Returns a promotion from your Plug&Pay account by its ID. - Action **Get Subscription** Returns a subscription from your Plug&Pay account by its ID. - Action **List Order Comments** Returns the internal notes on an order. - Action **List Product Prices** Returns all prices of a product. When a checkout has its own pricing, that pricing takes precedence. - Action **Refund Order** Refunds an order and creates its credit order. The order must have an invoice number and must not already be refunded. - Action **Resume Subscription** Resumes a cancelled subscription so it renews again. - Action **Update Checkout** Changes a checkout's name, product, status, confirmation page or pay-what-you-want settings. Fields left blank are not changed. - Action **Update Order** Changes an order's buyer details, tags, dunning status or visibility in your Plug&Pay account. Fields left blank are not changed. - Action **Update Order Payment Status** Sets the payment status of an order, for example to mark it as paid. - Action **Update Product Price** Changes a price on a product in your Plug&Pay account. Fields left blank are not changed. - Action **Update Promotion** Changes a promotion in your Plug&Pay account. Fields left blank are not changed. - Action **Update Subscription** Changes a subscription's subscriber details, price, billing schedule or labels. Fields left blank are not changed. - Action **Add group** Adds a new contact group to the IXACT Contact account and returns the new group's id. - Action **Add note** Adds a note to a contact in IXACT Contact and returns the new note. - Action **Create Contact** Creates a new contact in IXACT Contact and returns the new contact's id. - Action **Create Lead** Creates a new lead in IXACT Contact and returns the created lead record. - Action **Delete contact** Deletes a contact by ID from your IXACT Contact account. - Action **Get contact** Returns a single IXACT contact by ID, including emails, phones, addresses, groups and family details. - Action **List contacts** Returns the contacts in your IXACT Contact account, optionally narrowed to those matching an email address or updated since a given date. - Action **List groups** Returns the contact groups in the IXACT Contact account, optionally narrowed by name or last-updated date. - Action **List notes** Returns the notes recorded on a contact, optionally narrowed to a note date or note type. - Action **List note types** Returns the note types defined in the IXACT Contact account, optionally only those with a given name. - Action **Update contact** Updates an existing contact by ID, changing only the fields you fill in and keeping the rest of the contact as it is. - Action **Update note** Updates an existing note on a contact in IXACT Contact, changing its text, type or date. ## Each app on its own - [ **Plug&Pay** Plug&Pay is the all-in-one system for your checkout pages, upsell processes and online subscriptions.](https://apiant.ai/connections/plug-pay) - [ **IXACT Contact CRM** IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients...](https://apiant.ai/connections/ixact-contact-crm) Reviews ## What our customers say ## More from Plug&Pay - [ **Plug&Pay to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/plug-pay-to-quickbooks-online) - [ **Plug&Pay to Mapify** Mapify is a powerful AI mind map tool that converts diverse content types into clear and structured mind...](https://apiant.ai/connect/plug-pay-to-mapify) - [ **Plug&Pay to Prismic** Headless CMS API for managing and publishing structured page content for websites and apps.](https://apiant.ai/connect/plug-pay-to-prismic) - [ **Plug&Pay to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/plug-pay-to-salesforce) - [ **Plug&Pay to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/plug-pay-to-slack) - [ **Plug&Pay to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/plug-pay-to-stripe) ## More into IXACT Contact CRM - [ **HubSpot to IXACT Contact CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ixact-contact-crm) - [ **Salesforce to IXACT Contact CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ixact-contact-crm) - [ **Slack to IXACT Contact CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ixact-contact-crm) - [ **Google Sheets to IXACT Contact CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ixact-contact-crm) - [ **Gmail to IXACT Contact CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ixact-contact-crm) - [ **Google Calendar to IXACT Contact CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ixact-contact-crm) Questions ## Plug&Pay and IXACT Contact CRM, answered ### ### What can start an automation from Plug&Pay? Any of Plug&Pay's 3 triggers in the catalog, including New Order, New Product and New Subscription. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in IXACT Contact CRM when something happens in Plug&Pay? Any of IXACT Contact CRM's 12 actions, including Create Contact, Create Lead, Update contact and Update note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from IXACT Contact CRM to Plug&Pay? IXACT Contact CRM has no triggers in the catalog today, so automations start in Plug&Pay. If you need the other direction, ask: your agent reads IXACT Contact CRM's API documentation and adds it. ### ### Do I have to build a connector for Plug&Pay or IXACT Contact CRM? 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 Plug&Pay and IXACT Contact CRM 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.