Integration
Connect ProcessPlan and Simplero
When Field Updated fires in ProcessPlan, your agent runs Create or Update Contact in Simplero, or New Purchase in Simplero to Complete a Task in ProcessPlan. 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 Simplero 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 and Simplero can do together
From ProcessPlan to Simplero
When Field Updated in ProcessPlan
then Create or Update Contact in Simplero
From Simplero to ProcessPlan
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 Simplero
Triggers and actions 12 triggers · 22 actions
- Field Updated
Triggers when a field value on a running process is changed.
- Process Instance Completed
Triggers when a process is completed.
- Process Instance Started
Triggers when a new process is started.
- Task Assigned
Triggers when a task is assigned to someone.
- Task Canceled
Triggers when a task is canceled.
- Task Completed
Triggers when a task is completed.
- Task Due Date Changed
Triggers when a pending task's due date is set or changed.
- Task Notes Updated
Triggers when the notes on a pending task are updated.
- Task Past Due
Triggers when a pending task becomes past due.
- Task Start Date Changed
Triggers when a pending task's start date is set or changed.
- Cancel a Process
Cancels a running process.
- Cancel a Process Task
Cancels a pending task in a running process.
- Complete a Task
Completes a pending task by submitting one of its responses.
- Find a Process Instance
Finds process instances whose properties match a filter, such as the instance description.
- Start a New Process
Starts a new process from a process template and fills in its starting fields.
- Start a Process Task
Starts a task in a running process out of its normal order. Use with caution.
- Update Process Fields
Saves new values into one or more fields of a running process.
- New Purchase
Triggers when a new purchase is made in Simplero.
- Tag Added to Contact
Triggers when a tag is added to a Simplero contact.
- Add Purchase
Creates a purchase of a product for a Simplero contact without payment.
- Create or Update Contact
Creates a Simplero contact, or updates the existing contact with that email.
- Find Contact by Email
Finds Simplero contacts by email address.
- Get Contact
Returns one Simplero contact by ID.
- Issue Points for a Contact
Issues points (credits) to a Simplero contact.
- List Automations
Returns the automations in your Simplero account.
- List Lists
Returns the email lists in your Simplero account.
- List Products
Returns the products in your Simplero account.
- List Tags
Returns the tags in your Simplero account.
- Remove Subscription From a List
Unsubscribes a Simplero contact from an email list.
- Remove Tag From Contact
Removes a tag from a Simplero contact.
- Start an Automation for Existing Customer
Starts a Simplero automation for an existing contact.
- Subscribe to a List
Subscribes a Simplero contact to an email list.
- Tag Existing Contact
Adds a tag to an existing Simplero contact.
- Update Contact
Updates a Simplero contact's name, email or phone number.
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 Simplero, 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 Simplero when something happens in ProcessPlan?
Any of Simplero's 15 actions, including Create or Update Contact, Update Contact, Add Purchase and Find Contact by Email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Simplero to ProcessPlan?
Yes. When something happens in Simplero, your agent can act in ProcessPlan too. This page covers both directions: Simplero's triggers and ProcessPlan's actions are listed here as well.
Do I have to build a connector for ProcessPlan or Simplero?
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 Simplero 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.