Integration
Connect ProcessPlan to Sendoso
When Field Updated fires in ProcessPlan, your agent runs Get user in Sendoso. 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 Sendoso 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 Sendoso
When Field Updated in ProcessPlan
then Get user in Sendoso
When Process Instance Completed in ProcessPlan
then Get organization in Sendoso
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 Sendoso
Triggers and actions 10 triggers · 16 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
Get organizationReturns your Sendoso organization, including its name and seat usage.
Action
Get roleReturns one role in your Sendoso organization, with its reach, how many users hold it, and the permissions it grants.
Action
Get Send StatusReturns one send, including its current status, gift, recipient, sender and any issues holding it up.
Action
Get teamReturns one team in your Sendoso organization, including its department and member count. An error occurs if the team is not found.
Action
Get userReturns one Sendoso user, including their email, name, job title, role, status and team.
Action
List departmentsReturns the departments in your Sendoso organization that the API key's user can see, with each department's team count. Optionally narrows the list by department name.
Action
List rolesReturns the roles in your Sendoso organization, with each role's scope and member count. Can be narrowed to roles matching a name or to roles the connected user may assign.
Action
List teamsReturns the teams in your Sendoso organization, with each team's department and member count. Can be narrowed by department or team name.
Action
List usersReturns the people in your Sendoso organization that the API key's user can see, optionally narrowed by email, team, status, search text or last-updated time.
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 Sendoso, 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 Sendoso when something happens in ProcessPlan?
Any of Sendoso's 9 actions, including Get organization, Get role, Get Send Status and Get team. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sendoso to ProcessPlan?
Sendoso has no triggers in the catalog today, so automations start in ProcessPlan. If you need the other direction, ask: your agent reads Sendoso's API documentation and adds it.
Do I have to build a connector for ProcessPlan or Sendoso?
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 Sendoso 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.