Integration
Connect ProcessPlan to Exa
When Field Updated fires in ProcessPlan, your agent runs Create Research Task in Exa. 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 Exa 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 Exa
When Field Updated in ProcessPlan
then Create Research Task in Exa
When Process Instance Completed in ProcessPlan
then Get Research Task in Exa
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 Exa
Triggers and actions 10 triggers · 13 actions
Trigger
Field UpdatedTriggers when a field value on a running process is changed.
Trigger
Process Instance CompletedTriggers when a process is completed.
Trigger
Process Instance StartedTriggers when a new process is started.
Trigger
Task AssignedTriggers when a task is assigned to someone.
Trigger
Task CanceledTriggers when a task is canceled.
Trigger
Task CompletedTriggers when a task is completed.
Trigger
Task Due Date ChangedTriggers when a pending task's due date is set or changed.
Trigger
Task Notes UpdatedTriggers when the notes on a pending task are updated.
Trigger
Task Past DueTriggers when a pending task becomes past due.
Trigger
Task Start Date ChangedTriggers when a pending task's start date is set or changed.
Action
Cancel a ProcessCancels a running process.
Action
Cancel a Process TaskCancels a pending task in a running process.
Action
Complete a TaskCompletes a pending task by submitting one of its responses.
Action
Find a Process InstanceFinds process instances whose properties match a filter, such as the instance description.
Action
Start a New ProcessStarts a new process from a process template and fills in its starting fields.
Action
Start a Process TaskStarts a task in a running process out of its normal order. Use with caution.
Action
Update Process FieldsSaves new values into one or more fields of a running process.
Action
Create Research TaskStarts an asynchronous Exa research (Agent) run for a natural-language question and returns the run, including its id and status. Use Get Research Task to read the finished answer.
Action
Find similar linksReturns web pages similar to a given URL, optionally with their text, highlights or summaries.
Action
Generate AnswerAnswers a question using Exa web search results, returning the generated answer and the sources it cites.
Action
Get Research TaskReturns a research (Agent) run by its id, including its status, answer text, structured result, citations and cost.
Action
Get Webpage ContentReturns the full text, highlights, summary and metadata for one or more webpages by URL.
Action
Perform Web SearchSearches the web with Exa and returns the matching pages (title, URL, published date, author and any requested contents), plus synthesized output when an output schema is given.
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 ProcessPlan
ProcessPlan to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ProcessPlan to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ProcessPlan to StripeStripe is a payment processing platform for online businesses.
ProcessPlan to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
ProcessPlan to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
ProcessPlan to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Exa
WooCommerce to ExaWooCommerce — manage products, variations, categories, tags, orders, customers, and coupons on your...
HubSpot to ExaHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ExaSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to ExaSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to ExaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ExaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
ProcessPlan and Exa, 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 Exa when something happens in ProcessPlan?
Any of Exa's 6 actions, including Create Research Task, Find similar links, Generate Answer and Get Research Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Exa to ProcessPlan?
Exa has no triggers in the catalog today, so automations start in ProcessPlan. If you need the other direction, ask: your agent reads Exa's API documentation and adds it.
Do I have to build a connector for ProcessPlan or Exa?
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 Exa 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.