--- title: "Connect Plutio to Funil de Vendas - APIANT.ai" description: "When \"New Block\" fires in Plutio, your agent runs \"List Sales channels\" in Funil de Vendas." canonical: "https://apiant.ai/connect/plutio-to-funil-de-vendas" --- # Connect Plutio to Funil de Vendas When **New Block** fires in [Plutio](https://apiant.ai/connections/plutio), your agent runs **List Sales channels** in [Funil de Vendas](https://apiant.ai/connections/funil-de-vendas). Describe the whole flow and it is built, tested on every scenario and kept running. Plutio **4** triggers Plutio **17** actions Funil de Vendas **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Plutio and Funil de Vendas 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 Plutio can start in Funil de Vendas - When **New Block** in Plutio then **List Sales channels** in Funil de Vendas - When **New Task** in Plutio then **Add Activity** in Funil de Vendas 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 Plutio and Funil de Vendas ## Triggers and actions 4 triggers · 30 actions - Trigger **New Block** Triggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice. - Trigger **New Task** Triggers when a new task is created in your Plutio workspace. - Trigger **New Task Board** Triggers when a new task board is created in your Plutio workspace. - Trigger **New Task Group** Triggers when a new task group is created in Plutio. - Action **Create a Task** Creates a task on a project's task board in Plutio and returns the new task. - Action **Create Block** Creates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block. - Action **Create Invoice** Creates a draft invoice in Plutio for a client person or company. Line items are added separately. - Action **Create Person** Creates a new person (client, lead or team member) in your Plutio workspace and returns the created record. - Action **Create Project** Creates a new project in your Plutio workspace, optionally linked to a client. Plutio gives it a default status and a first task board. - Action **Create Task Board** Creates a new task board in Plutio, optionally inside a project. - Action **Create Task Group** Creates a new task group (a column or section) on a Plutio task board and returns the created group. - Action **Delete Block** Permanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice. - Action **Delete Invoice** Permanently deletes an invoice from your Plutio workspace. - Action **Find Person** Finds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches. - Action **Get Task** Returns a single task by its id, including its custom field values. - Action **Move a Task** Moves a task to a different task group, task board or project. - Action **Retrieve Block/Blocks** Returns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice. - Action **Retrieve Person/People** Returns one person by id, or a list of people in your Plutio workspace filtered by role, status or an advanced query. - Action **Update a Task** Updates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same. - Action **Update Invoice** Updates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are. - Action **Update Person** Updates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed. - Action **Add Activity** Creates an activity (call, meeting, task, etc.) on an opportunity in Funil de Vendas. - Action **Add Product** Creates a new product in the catalog. See "Api Criação de produtos" doc. - Action **Delete Activity** Deletes an activity in Funil de Vendas by its code. - Action **List Activity types** Lists the activity types (categories) configured in the Funil de Vendas account. - Action **List Funnels** Lists the sales funnels (pipelines) in the Funil de Vendas account. - Action **List Loss reasons** Lists the loss reasons (respostas de perda) configured in the Funil de Vendas account. - Action **List Sales channels** Lists sales channels (codigo_canal_venda values). See "Api Listagem de Canais de Venda" doc. - Action **List Segments** Lists the company segments configured in the Funil de Vendas account. - Action **List Stages** Lists the stages (steps) of a sales funnel. - Action **List Users** Lists the users (sales reps) of the Funil de Vendas CRM account. - Action **List Win reasons** Lists reasons an opportunity can be marked won. See "Api Listagem de Respostas de Ganho" doc. - Action **Transfer Opportunity** Transfers one or more opportunities to another salesperson, placing them in the chosen funnel and, optionally, stage. - Action **Update Activity** Edits an existing activity's fields. See "Api de Atividades (Criação, Edição, Exclusão, Exibição)" doc. ## Each app on its own - [ **Plutio** Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid...](https://apiant.ai/connections/plutio) - [ **Funil de Vendas** Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of...](https://apiant.ai/connections/funil-de-vendas) Reviews ## What our customers say ## More from Plutio - [ **Plutio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/plutio-to-salesforce) - [ **Plutio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/plutio-to-slack) - [ **Plutio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/plutio-to-stripe) - [ **Plutio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/plutio-to-shopify) - [ **Plutio to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/plutio-to-quickbooks-online) - [ **Plutio to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/plutio-to-trello) ## More into Funil de Vendas - [ **Unisender to Funil de Vendas** UniSender is one of the leading email marketing service providers in the Eastern Europe, provides Email and...](https://apiant.ai/connect/unisender-to-funil-de-vendas) - [ **HubSpot to Funil de Vendas** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-funil-de-vendas) - [ **Salesforce to Funil de Vendas** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-funil-de-vendas) - [ **Slack to Funil de Vendas** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-funil-de-vendas) - [ **Google Sheets to Funil de Vendas** Google Sheets](https://apiant.ai/connect/google-sheets-to-funil-de-vendas) - [ **Gmail to Funil de Vendas** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-funil-de-vendas) Questions ## Plutio and Funil de Vendas, answered ### ### What can start an automation from Plutio? Any of Plutio's 4 triggers in the catalog, including New Block, New Task, New Task Board and New Task Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Funil de Vendas when something happens in Plutio? Any of Funil de Vendas's 13 actions, including Update Activity, Add Activity, Add Product and List Activity types. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Funil de Vendas to Plutio? Funil de Vendas has no triggers in the catalog today, so automations start in Plutio. If you need the other direction, ask: your agent reads Funil de Vendas's API documentation and adds it. ### ### Do I have to build a connector for Plutio or Funil de Vendas? 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 Plutio and Funil de Vendas 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.