# Connect 2Chat and PPM Express

When **Incoming Call Completed** fires in [2Chat](https://apiant.ai/connections/2chat), your agent runs **Create Project Task** in [PPM Express](https://apiant.ai/connections/ppm-express), or **Idea Created** in PPM Express to **Create Contact** in 2Chat. Describe the whole flow and it is built, tested on every scenario and kept running.

2Chat **13** triggers 2Chat **1** action PPM Express **8** triggers PPM Express **8** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want 2Chat and PPM Express to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 2Chat and PPM Express can do together

### From 2Chat to PPM Express

- When **Incoming Call Completed** in 2Chat then **Create Project Task** in PPM Express
- When **New WhatsApp Conversation** in 2Chat then **Update Project Task** in PPM Express

### From PPM Express to 2Chat

- When **Idea Created** in PPM Express then **Create Contact** in 2Chat

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 2Chat and PPM Express

## Triggers and actions 21 triggers · 9 actions

- Trigger

**Call Status Update**

Triggers when a call changes state. E.g.: ringing, missed, answered, canceled, completed, etc.

- Trigger

**Incoming Call Completed**

Triggers when an incoming phone call is completed (answered or missed).

- Trigger

**New WhatsApp Conversation**

Triggers when a new WhatsApp conversation is started on your 2Chat connected number.

- Trigger

**New WhatsApp Message**

Triggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers.

- Trigger

**Outgoing Call Completed**

Triggers when an outgoing phone call is completed (answered or canceled).

- Trigger

**Participant Joined a WhatsApp Group**

Triggers when someone joins a WhatsApp Group

- Trigger

**Participant Left a WhatsApp Group**

Triggers when someone leaves a WhatsApp Group

- Trigger

**Participant Was Removed From a WhatsApp Group**

Triggers when someone is removed from a WhatsApp Group

- Trigger

**WhatsApp Audio Message Transcribed**

Triggers when a new WhatsApp audio message is transcribed to text.

- Trigger

**WhatsApp Call Made**

Triggers when a new WhatsApp call is made from your connected number.

- Trigger

**WhatsApp Call Received**

Triggers when a new WhatsApp call is received on your connected number.

- Trigger

**WhatsApp Group Message Received**

Triggers when a new WhatsApp Group Message is received

- Trigger

**WhatsApp Order Received**

Triggers when a WhatsApp Order is received on your 2Chat connected number.

- Action

**Create Contact**

Creates a Contact in 2Chat

- Trigger

**Idea Created**

Triggers when a Idea is created.

- Trigger

**Key Date Created**

Triggers when a Key Date is created.

- Trigger

**Key Date Updated**

Triggers when a Key Date is updated.

- Trigger

**Project Created**

Triggers when a Project is created.

- Trigger

**Project Updated**

Triggers when a Project is updated.

- Trigger

**Task Created**

Triggers when a Task is created.

- Trigger

**Task Deleted**

Triggers when a Task is deleted.

- Trigger

**Task Updated**

Triggers when a Task is updated.

- Action

**Create Idea**

Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.

- Action

**Create Project**

Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.

- Action

**Create Project Key Date**

Creates a key date (milestone) on a PPM Express project and returns the new key date.

- Action

**Create Project Task**

Creates a task in a PPM Express project with the field values you supply.

- Action

**Delete Project Task**

Deletes a task from a PPM Express project.

- Action

**Update Project**

Updates the fields of an existing project, including custom fields, and returns the updated project.

- Action

**Update Project Key Date**

Updates the field values of an existing key date in a PPM Express project.

- Action

**Update Project Task**

Updates field values on an existing task in a PPM Express project and returns the updated task.

## Each app on its own

- [ **2Chat** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connections/2chat)
- [ **PPM Express** PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing...](https://apiant.ai/connections/ppm-express)

Reviews

## What our customers say

## More from 2Chat

- [ **2Chat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/2chat-to-hubspot)
- [ **2Chat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/2chat-to-salesforce)
- [ **2Chat to GatewayAPI SMS** GatewayAPI SMS is an API service providing out- and ingoing SMS message services at competitive prices.](https://apiant.ai/connect/2chat-to-gatewayapi-sms)
- [ **2Chat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/2chat-to-slack)
- [ **2Chat to Google Sheets** Google Sheets](https://apiant.ai/connect/2chat-to-google-sheets)
- [ **2Chat to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/2chat-to-gmail)

## More into PPM Express

- [ **HubSpot to PPM Express** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ppm-express)
- [ **Google Sheets to PPM Express** Google Sheets](https://apiant.ai/connect/google-sheets-to-ppm-express)
- [ **Gmail to PPM Express** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ppm-express)
- [ **Google Calendar to PPM Express** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ppm-express)
- [ **Google Drive to PPM Express** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ppm-express)
- [ **Mailchimp to PPM Express** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ppm-express)

Questions

## 2Chat and PPM Express, answered

###

### What can start an automation from 2Chat?

Any of 2Chat's 13 triggers in the catalog, including Incoming Call Completed, New WhatsApp Conversation, New WhatsApp Message and Outgoing Call Completed. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in PPM Express when something happens in 2Chat?

Any of PPM Express's 8 actions, including Create Idea, Create Project, Create Project Key Date and Create Project Task. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from PPM Express to 2Chat?

Yes. When something happens in PPM Express, your agent can act in 2Chat too. This page covers both directions: PPM Express's triggers and 2Chat's actions are listed here as well.

###

### Do I have to build a connector for 2Chat or PPM Express?

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.

###

### 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.
