Integration
Connect ProcessPlan to Persona
When Field Updated fires in ProcessPlan, your agent runs List Events in Persona. 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 Persona 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 Persona
When Field Updated in ProcessPlan
then List Events in Persona
When Process Instance Completed in ProcessPlan
then Add Account in Persona
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 Persona
Triggers and actions 10 triggers · 12 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
Add AccountCreate a new Account.
Action
Get AccountFetches a Persona Account by ID. An error occurs if the Account is not found.
Action
List AccountsReturns a list of your organization's Persona accounts, most recently created first, optionally filtered by reference ID.
Action
List EventsReturns all events in your Persona organization, most recent first, optionally filtered by event name, object id or event id.
Action
Update AccountUpdates an existing Persona Account by ID.
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 Persona
Gravity Forms to PersonaGravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Salesmate to PersonaSalesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...
HubSpot to PersonaHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to PersonaSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to PersonaSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to PersonaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Questions
ProcessPlan and Persona, 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 Persona when something happens in ProcessPlan?
Any of Persona's 5 actions, including Update Account, Add Account, Get Account and List Accounts. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Persona to ProcessPlan?
Persona has no triggers in the catalog today, so automations start in ProcessPlan. If you need the other direction, ask: your agent reads Persona's API documentation and adds it.
Do I have to build a connector for ProcessPlan or Persona?
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 Persona 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.