# Connect ActiveCollab and Apollo

When **New Project** fires in [ActiveCollab](https://apiant.ai/connections/activecollab), your agent runs **Create Contact** in [Apollo](https://apiant.ai/connections/apollo), or **Account Updated** in Apollo to **Add Comment to Task** in ActiveCollab. Describe the whole flow and it is built, tested on every scenario and kept running.

ActiveCollab **5** triggers ActiveCollab **24** actions Apollo **4** triggers Apollo **10** actions

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

## What do you want ActiveCollab and Apollo 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 ActiveCollab and Apollo can do together

### From ActiveCollab to Apollo

- When **New Project** in ActiveCollab then **Create Contact** in Apollo
- When **New Task** in ActiveCollab then **Create Task** in Apollo

### From Apollo to ActiveCollab

- When **Account Updated** in Apollo then **Add Comment to Task** in ActiveCollab
- When **Contact Updated** in Apollo then **Add task list** in ActiveCollab

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 ActiveCollab and Apollo

## Triggers and actions 9 triggers · 34 actions

- Trigger

**New Project**

Fires when a new active project is created in ActiveCollab.

- Trigger

**New Task**

Triggers when a new task is created.

- Trigger

**New Task List**

Triggers when a new task list is created in a project in Active Collab.

- Trigger

**Task Closed**

Triggers when a task is closed in Active Collab.

- Trigger

**Task Moved**

Fires when an open task in the selected project lands in a task list it has not been seen in before (a task moved between task lists). Newly seen tasks also fire on first appearance.

- Action

**Add Comment to Discussion**

Adds a new comment to discussion.

- Action

**Add Comment to Task**

Creates a new comment in selected task.

- Action

**Add note**

Create a note in a project.

- Action

**Add task list**

Create a task list in a project.

- Action

**Add time record**

Log time on a project or task.

- Action

**Add user**

Create a user.

- Action

**Complete Project**

Completes a project.

- Action

**Complete Task**

Completes a task.

- Action

**Create Company**

Creates a new company.

- Action

**Create Discussion**

Creates a new discussion in a project.

- Action

**Create Project**

Creates a new project.

- Action

**Create Task**

Creates a task.

- Action

**Delete task**

Moves a task in a project to trash.

- Action

**Get Discussion**

Returns one discussion including its comments.

- Action

**Get project**

Get a project by id.

- Action

**Get task**

Get a task by id.

- Action

**Invite User to Project**

Invites a new user to a project.

- Action

**List companies**

List companies.

- Action

**List projects**

List active projects.

- Action

**List task lists**

List task lists in a project.

- Action

**List tasks**

List open tasks in a project.

- Action

**List users**

List users.

- Action

**Update project**

Update a project.

- Action

**Update task**

Update a task.

- Trigger

**Account Updated**

Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.

- Trigger

**Contact Updated**

Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.

- Trigger

**New Account**

Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.

- Trigger

**New Contact**

Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.

- Action

**Create Account**

An Account is a company that your team has added to Apollo.

- Action

**Create Contact**

A Contact is a person your team has added to Apollo.

- Action

**Create Deal**

Deals are records that you can use to track possible opportunities with your prospective customers.

- Action

**Create Task**

Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).

- Action

**Find Contact**

Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.

- Action

**Find Deal**

Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.

- Action

**Find Task**

Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.

- Action

**Update Account**

Update an existing Account.

- Action

**Update Contact**

Update an already existing Contact.

- Action

**Update Deal**

Update an already existing Deal.

## Each app on its own

- [ **ActiveCollab** ActiveCollab is a powerful yet simple workspace for task, project, team, client and billing management –...](https://apiant.ai/connections/activecollab)
- [ **Apollo** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connections/apollo)

Reviews

## What our customers say

## More from ActiveCollab

- [ **ActiveCollab to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/activecollab-to-hubspot)
- [ **ActiveCollab to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/activecollab-to-salesforce)
- [ **ActiveCollab to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/activecollab-to-slack)
- [ **ActiveCollab to Google Sheets** Google Sheets](https://apiant.ai/connect/activecollab-to-google-sheets)
- [ **ActiveCollab to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/activecollab-to-gmail)
- [ **ActiveCollab to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/activecollab-to-google-calendar)

## More into Apollo

- [ **QuickBooks Online to Apollo** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-apollo)
- [ **Pipedrive to Apollo** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-apollo)
- [ **ActiveCampaign to Apollo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-apollo)
- [ **Airtable to Apollo** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-apollo)
- [ **2Chat to Apollo** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-apollo)
- [ **3Scribe to Apollo** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-apollo)

Questions

## ActiveCollab and Apollo, answered

###

### What can start an automation from ActiveCollab?

Any of ActiveCollab's 5 triggers in the catalog, including New Project, New Task, New Task List and Task Moved. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Apollo when something happens in ActiveCollab?

Any of Apollo's 10 actions, including Create Account, Create Contact, Create Deal and Create Task. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Apollo to ActiveCollab?

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

###

### Do I have to build a connector for ActiveCollab or Apollo?

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.
