# Connect Podio to PlatoForms When **Item Updated** fires in [Podio](https://apiant.ai/connections/podio), your agent runs **List forms** in [PlatoForms](https://apiant.ai/connections/platoforms). Describe the whole flow and it is built, tested on every scenario and kept running. Podio **8** triggers Podio **14** actions PlatoForms **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Podio and PlatoForms to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Podio can start in PlatoForms - When **Item Updated** in Podio then **List forms** in PlatoForms - When **New Activity** in Podio then **List workflows** in PlatoForms 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 Podio and PlatoForms ## Triggers and actions 8 triggers · 16 actions - Trigger **Item Updated** Fires when an item in the chosen Podio app is created or edited (each new item revision). - Trigger **New Activity** Fires when activity occurs on any object (item, status, task, action, file) in the connected user's global Podio stream. - Trigger **New Application** Fires when a new Podio app becomes available to the connected user. - Trigger **New Item** Triggers when you add a new item, record or entry to an app (standard or custom). - Trigger **New Organization** Triggers when you add a new organization. - Trigger **New Task** Triggers when you add a new task. - Trigger **New View** Fires when a new view is created on a Podio app. - Trigger **New Workspace** Fires when a new workspace appears among the workspaces you are a member of, across all your organizations. - Action **Add comment** Add a comment to an object (item, task, status). - Action **Attach File** Upload a file to Podio and attach it to an item, task, comment, or status message. - Action **Create Item** Create a new item, record or entry inside an app (standard or custom). - Action **Create Status** Add a status update to a workspace stream. - Action **Create Task** Create a new task. - Action **Delete item** Delete an item. - Action **Find Item** Find an item by title in an app. - Action **Get app** Get an app definition including fields. - Action **Get item** Get an item by id. - Action **Get Status** Returns a status message posted to a workspace, with its text and author. - Action **Get task** Get a task by id. - Action **List items** List items in an app with paging/sort. - Action **Update Item** Update an item, record or entry inside an app (standard or custom). - Action **Update task** Update a task's text, due date, responsible etc. - Action **List forms** List the team's forms. - Action **List workflows** List team workflows. ## Each app on its own - [ **Podio** Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in...](https://apiant.ai/connections/podio) - [ **PlatoForms** PlatoForms transforms PDFs into easy-to-fill web forms, letting clients submit directly from their browser.](https://apiant.ai/connections/platoforms) Reviews ## What our customers say ## More from Podio - [ **Podio to Postman** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/podio-to-postman) - [ **Podio to The Muse** Job board and company profiles](https://apiant.ai/connect/podio-to-the-muse) - [ **Podio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/podio-to-salesforce) - [ **Podio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/podio-to-slack) - [ **Podio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/podio-to-stripe) - [ **Podio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/podio-to-shopify) ## More into PlatoForms - [ **HubSpot to PlatoForms** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-platoforms) - [ **Salesforce to PlatoForms** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-platoforms) - [ **Slack to PlatoForms** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-platoforms) - [ **Google Sheets to PlatoForms** Google Sheets](https://apiant.ai/connect/google-sheets-to-platoforms) - [ **Gmail to PlatoForms** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-platoforms) - [ **Google Calendar to PlatoForms** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-platoforms) Questions ## Podio and PlatoForms, answered ### ### What can start an automation from Podio? Any of Podio's 8 triggers in the catalog, including Item Updated, New Activity, New Application and New Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PlatoForms when something happens in Podio? Any of PlatoForms's 2 actions, including List forms and List workflows. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PlatoForms to Podio? PlatoForms has no triggers in the catalog today, so automations start in Podio. If you need the other direction, ask: your agent reads PlatoForms's API documentation and adds it. ### ### Do I have to build a connector for Podio or PlatoForms? 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. ### ### 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.