Integration
Connect SuiteDash to Planado
When New Company fires in SuiteDash, your agent runs Add Client in Planado. 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 SuiteDash and Planado 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 SuiteDash can start in Planado
When New Company in SuiteDash
then Add Client in Planado
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 SuiteDash and Planado
Triggers and actions 3 triggers · 24 actions
- New Company
Triggers when a new company is created in SuiteDash.
- New Contact
Triggers when a new contact is created in SuiteDash.
- New Project
Triggers when a new project is created in SuiteDash.
- Add contacts to marketing audience
Subscribes a contact to one or more SuiteDash marketing audiences.
- Create Company
Creates a new company in SuiteDash CRM with a role, optionally attaching a primary contact.
- Create Contact
Creates a new CRM contact (lead, client or prospect) in SuiteDash.
- Find Company
Finds a single SuiteDash company by its UID or name and returns the company record, including its custom fields.
- Find Contacts
Finds a SuiteDash CRM contact by its UID or email address and returns the full contact record.
- Find Project
Finds a single SuiteDash project by its UID, exact name, part of its name, or returns the most recently created project.
- List worlds
Returns the Worlds set up in your SuiteDash account (requires the WORLDS Power-up).
- Update Contact
Updates an existing SuiteDash CRM contact, found by its unique id or email, and returns the updated contact.
- Update Project
Updates an existing SuiteDash project's name, status, dates, information and economics, found by its id or name.
- Add Client
Creates a client in Planado — either an organization or an individual person.
- Add Site
Create a new site.
- Create Job
Creates a new job
- Delete Client
Removes a client from Planado, identified by its UUID or its external ID.
- Delete Job
Removes a job from Planado.
- Delete Site
Removes a site (client address) from Planado.
- Get Client
Retrieves a single Planado client (organization or individual) by its UUID or external ID.
- Get Job
Retrieve a single Planado job by its ID or external ID.
- Get Site
Retrieves a Planado site by its UUID or external ID.
- Get User
Retrieves a Planado user by UUID or email address.
- List Clients
Lists clients (organizations and individuals) from newest to oldest, optionally filtered by last-updated time.
- List Users
Lists the users in the Planado account, ordered from oldest to newest.
- Update Client
Updates an existing Planado client (organization or individual). If the id given is an external id that Planado does not have yet, Planado creates a new client with it.
- Update Job
Update fields on an existing job.
- Update Site
Updates an existing site in Planado. Only the fields you fill in are changed. If the site id is an external id that does not exist yet, Planado creates a new site with it.
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 SuiteDash
SuiteDash to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
SuiteDash to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
SuiteDash to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
SuiteDash to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
SuiteDash to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
SuiteDash to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
More into Planado
HubSpot to PlanadoHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to PlanadoSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to PlanadoSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to PlanadoGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PlanadoGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PlanadoGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
SuiteDash and Planado, answered
What can start an automation from SuiteDash?
Any of SuiteDash's 3 triggers in the catalog, including New Company, New Contact and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planado when something happens in SuiteDash?
Any of Planado's 15 actions, including Create Job, Update Client, Update Job and Update Site. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planado to SuiteDash?
Planado has no triggers in the catalog today, so automations start in SuiteDash. If you need the other direction, ask: your agent reads Planado's API documentation and adds it.
Do I have to build a connector for SuiteDash or Planado?
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 SuiteDash and Planado 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.