--- title: "Connect WaiverSign to Planports - APIANT.ai" description: "When \"Signed Waivers\" fires in WaiverSign, your agent runs \"Update contact\" in Planports." canonical: "https://apiant.ai/connect/waiversign-to-planports" --- # Connect WaiverSign to Planports When **Signed Waivers** fires in [WaiverSign](https://apiant.ai/connections/waiversign), your agent runs **Update contact** in [Planports](https://apiant.ai/connections/planports). Describe the whole flow and it is built, tested on every scenario and kept running. WaiverSign **1** trigger Planports **1** trigger Planports **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want WaiverSign and Planports 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 WaiverSign can start in Planports - When **Signed Waivers** in WaiverSign then **Update contact** in Planports - When **Signed Waivers** in WaiverSign then **Find contact by phone number** in Planports 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 WaiverSign and Planports ## Triggers and actions 2 triggers · 11 actions - Trigger **Signed Waivers** Triggers when a waiver is newly signed in WaiverSign, returning the signer's details and a link to the signed waiver. - Trigger **New Contact** Triggered when a new contact, either an individual or an organization, is added in Planports. - Action **Add meeting** Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity. - Action **Add proposal** Creates a sales proposal for a Planports contact, optionally with product lines. - Action **Find contact by phone number** Finds a Planports contact by phone number and returns the matching contact. - Action **List contacts** Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added. - Action **List meetings** Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content. - Action **List products** Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested. - Action **List projects** Returns the projects in your Planports account, optionally filtered by project name. - Action **List proposals** Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them. - Action **List tasks** Returns the tasks in your Planports account, optionally filtered by project, stage or task detail. - Action **Update contact** Updates an existing contact (person or organization) in Planports. - Action **Update opportunity** Updates an existing opportunity in Planports. Only the fields you fill in are changed. ## Each app on its own - [ **WaiverSign** WaiverSign by Resmark Systems helps businesses and organizations of any size collect and manage liability...](https://apiant.ai/connections/waiversign) - [ **Planports** Planports combines CRM and Business Management tools like proposals, orders, stock management and accounting](https://apiant.ai/connections/planports) Reviews ## What our customers say ## More from WaiverSign - [ **WaiverSign to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/waiversign-to-hubspot) - [ **WaiverSign to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/waiversign-to-salesforce) - [ **WaiverSign to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/waiversign-to-slack) - [ **WaiverSign to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/waiversign-to-google-sheets) - [ **WaiverSign to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/waiversign-to-gmail) - [ **WaiverSign to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/waiversign-to-google-calendar) ## More into Planports - [ **HubSpot to Planports** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planports) - [ **Google Sheets to Planports** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-planports) - [ **Gmail to Planports** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planports) - [ **Google Calendar to Planports** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planports) - [ **Google Drive to Planports** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-planports) - [ **Mailchimp to Planports** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-planports) Questions ## WaiverSign and Planports, answered ### ### What can start an automation from WaiverSign? Any of WaiverSign's 1 trigger in the catalog, including Signed Waivers. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planports when something happens in WaiverSign? Any of Planports's 11 actions, including Update contact, Update opportunity, Add meeting and Add proposal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Planports to WaiverSign? Planports has no triggers in the catalog today, so automations start in WaiverSign. If you need the other direction, ask: your agent reads Planports's API documentation and adds it. ### ### Do I have to build a connector for WaiverSign or Planports? 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 WaiverSign and Planports without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Planports 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.