Integration
Connect ProcessPlan to Allo
When Field Updated fires in ProcessPlan, your agent runs Add Tag to Conversation Item in Allo. 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 ProcessPlan and Allo 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 ProcessPlan can start in Allo
When Field Updated in ProcessPlan
then Add Tag to Conversation Item in Allo
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 ProcessPlan and Allo
Triggers and actions 10 triggers · 28 actions
- Field Updated
Triggers when a field value on a running process is changed.
- Process Instance Completed
Triggers when a process is completed.
- Process Instance Started
Triggers when a new process is started.
- Task Assigned
Triggers when a task is assigned to someone.
- Task Canceled
Triggers when a task is canceled.
- Task Completed
Triggers when a task is completed.
- Task Due Date Changed
Triggers when a pending task's due date is set or changed.
- Task Notes Updated
Triggers when the notes on a pending task are updated.
- Task Past Due
Triggers when a pending task becomes past due.
- Task Start Date Changed
Triggers when a pending task's start date is set or changed.
- Cancel a Process
Cancels a running process.
- Cancel a Process Task
Cancels a pending task in a running process.
- Complete a Task
Completes a pending task by submitting one of its responses.
- Find a Process Instance
Finds process instances whose properties match a filter, such as the instance description.
- Start a New Process
Starts a new process from a process template and fills in its starting fields.
- Start a Process Task
Starts a task in a running process out of its normal order. Use with caution.
- Update Process Fields
Saves new values into one or more fields of a running process.
- Add Tag to Conversation Item
Adds a tag to a call or SMS.
- Add Thread Comment
Adds a comment to an internal discussion thread.
- Get Company
Returns one company from the Allo CRM.
- Get Conversation Item
Returns one call or SMS, including its summary and transcript.
- Get Deal
Returns one deal from the Allo CRM.
- Get Person
Returns one person from the Allo CRM.
- Get User
Returns one user on your Allo team.
- List Conversation Notes
Returns the notes on the conversation with a contact number.
- List Conversations
Returns conversations grouped by contact number, with their latest activity.
- List Phone Numbers
Returns the Allo phone numbers on your team.
- List Tags
Returns the tags in your Allo workspace.
- List Threads
Returns internal discussion threads.
- List Users
Returns the users on your Allo team.
- Search Companies
Returns companies in the Allo CRM matching the given filters.
- Search Conversation Items
Returns calls, SMS and other conversation items matching the given filters.
- Search Deals
Returns deals in the Allo CRM matching the given filters.
- Search People
Returns people in the Allo CRM matching the given filters.
- Send Fax
Sends a PDF document as a fax from one of your Allo numbers.
- Send SMS
Sends an SMS from one of your Allo numbers.
- Update Company
Updates a company in the Allo CRM.
- Update Person
Updates a person in the Allo CRM.
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
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Questions
ProcessPlan and Allo, answered
What can start an automation from ProcessPlan?
Any of ProcessPlan's 10 triggers in the catalog, including Field Updated, Process Instance Completed, Task Completed and Task Due Date Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Allo when something happens in ProcessPlan?
Any of Allo's 21 actions, including Send Fax, Send SMS, Update Company and Update Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Allo to ProcessPlan?
Allo has no triggers in the catalog today, so automations start in ProcessPlan. If you need the other direction, ask: your agent reads Allo's API documentation and adds it.
Do I have to build a connector for ProcessPlan or Allo?
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 ProcessPlan and Allo 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.