--- title: "Connect 5pm and Ekklo - APIANT.ai" description: "When \"New Progress\" fires in 5pm, your agent runs \"Add Note to Prospect\" in Ekklo, or \"New Prospect Created\" in Ekklo to \"Add Task Progress\" in 5pm." canonical: "https://apiant.ai/connect/5pm-to-ekklo" --- # Connect 5pm and Ekklo When **New Progress** fires in [5pm](https://apiant.ai/connections/5pm), your agent runs **Add Note to Prospect** in [Ekklo](https://apiant.ai/connections/ekklo), or **New Prospect Created** in Ekklo to **Add Task Progress** in 5pm. Describe the whole flow and it is built, tested on every scenario and kept running. 5pm **7** triggers 5pm **21** actions Ekklo **5** triggers Ekklo **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want 5pm and Ekklo to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 5pm and Ekklo can do together ### From 5pm to Ekklo - When **New Progress** in 5pm then **Add Note to Prospect** in Ekklo - When **New Project** in 5pm then **Create Client** in Ekklo ### From Ekklo to 5pm - When **New Prospect Created** in Ekklo then **Add Task Progress** in 5pm - When **Prospect Stage Changed** in Ekklo then **Create Task **in 5pm 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 5pm and Ekklo ## Triggers and actions 12 triggers · 35 actions - Trigger **New Progress** Triggers when a new task progress is created. - Trigger **New Project** Fires when a new project is created in 5pm. - Trigger **New Task** Triggers when a new support task is created. - Trigger **New User** Triggers when a new support user is created. - Trigger **Updated Project** Fires when a project is updated in 5pm. - Trigger **Updated Task** Triggers when a new support task is updated. - Trigger **Updated User** Triggers when a new support user is updated. - Action **Add Task Progress** Add Task Progress (progress in percent and house down). - Action **Add User** Create a new user in the 5pm account (UsersService add). - Action **Create Note** Creates a new note in task. - Action **Create Project** Creates a new project. - Action **Create Task** - Action **Delete Note** Remove an activity note/progress message (ActivityService remove). - Action **Delete Project** Remove a project (ProjectsService remove). - Action **Delete Task** Remove a task from a 5pm project (TasksService remove). - Action **Delete User** Remove a user from the account (UsersService remove). - Action **Find Project by Id** Retrieve a single project by its id (ProjectsService getById). - Action **Find Task** Finds a task in the application. - Action **Find Task by Id** Finds a task by Id in the application. - Action **Find User by Email** Retrieve a user by their email address (UsersService getByEmail). - Action **Find User by Id** Finds a user by Id in the system. - Action **List Notes** List activity notes/progress messages on a task (ActivityService getList). - Action **List Projects** List all projects in the account (ProjectsService getAll/getList). - Action **List Users** List all users in the account (UsersService getAll). - Action **Update Note** Update an activity note/progress message (ActivityService update). - Action **Update Project** Update a project's fields (ProjectsService update). - Action **Update Task** Update task in the application. - Action **Update User** Update a user's fields (UsersService update). - Trigger **New Prospect Created** Fires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically. - Trigger **Prospect Converted to Client** Triggers when a prospect is converted into a paying client. - Trigger **Prospect Deleted** Triggers when a prospect is removed from your CRM. - Trigger **Prospect Stage Changed** Triggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing). - Trigger **Prospect Updated** Triggers when an existing prospect is modified (any field). - Action **Add Note to Prospect** Adds a free-form note to a prospect (useful for logging calls, emails, meetings). - Action **Block Client** Blocks a client. This action is idempotent. - Action **Convert Prospect to Client** Converts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email. - Action **Create Client** Creates a new client and sends them an invitation email. - Action **Create Prospect** Creates a new prospect in your CRM funnel. - Action **Delete Prospect** Permanently deletes a prospect from your CRM. - Action **Find Client by Email** Finds a client by their exact email address. - Action **Find Clients** Finds clients with optional filters. - Action **Find Prospects** Finds prospects with optional filters (free-text search, stage). - Action **Move Prospect to Stage** Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing). - Action **Resend Invitation** Resends the invitation email to a client. - Action **Unblock Client** Unblocks a client. This action is idempotent. - Action **Update Client** Updates an existing client. Only provided fields are changed. - Action **Update Prospect** Updates an existing prospect. Only provided fields are changed. ## Each app on its own - [ **5pm** 5pm is an online project management tool for teams.](https://apiant.ai/connections/5pm) - [ **Ekklo** Ekklo is a coaching platform that helps fitness coaches manage their clients, send invitations, and automate...](https://apiant.ai/connections/ekklo) Reviews ## What our customers say ## More from 5pm - [ **5pm to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/5pm-to-hubspot) - [ **5pm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/5pm-to-salesforce) - [ **5pm to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/5pm-to-gmail) - [ **5pm to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/5pm-to-google-calendar) - [ **5pm to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/5pm-to-google-drive) - [ **5pm to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/5pm-to-mailchimp) ## More into Ekklo - [ **ActiveCampaign to Ekklo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-ekklo) - [ **Airtable to Ekklo** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-ekklo) - [ **Asana to Ekklo** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-ekklo) - [ **ClickUp to Ekklo** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-ekklo) - [ **Discord to Ekklo** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-ekklo) - [ **Brevo to Ekklo** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-ekklo) Questions ## 5pm and Ekklo, answered ### ### What can start an automation from 5pm? Any of 5pm's 7 triggers in the catalog, including New Progress, New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ekklo when something happens in 5pm? Any of Ekklo's 14 actions, including Create Client, Create Prospect, Update Client and Update Prospect. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ekklo to 5pm? Yes. When something happens in Ekklo, your agent can act in 5pm too. This page covers both directions: Ekklo's triggers and 5pm's actions are listed here as well. ### ### Do I have to build a connector for 5pm or Ekklo? 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 5pm and Ekklo 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.