--- title: "Connect ActiveCollab to Carbone.io - APIANT.ai" description: "When \"New Project\" fires in ActiveCollab, your agent runs \"Download a Document\" in Carbone.io." canonical: "https://apiant.ai/connect/activecollab-to-carbone-io" --- # Connect ActiveCollab to Carbone.io When **New Project** fires in [ActiveCollab](https://apiant.ai/connections/activecollab), your agent runs **Download a Document** in [Carbone.io](https://apiant.ai/connections/carbone-io). Describe the whole flow and it is built, tested on every scenario and kept running. ActiveCollab **5** triggers ActiveCollab **24** actions Carbone.io **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 Carbone.io 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 ActiveCollab can start in Carbone.io - When **New Project** in ActiveCollab then **Download a Document** in Carbone.io - When **New Task** in ActiveCollab then **Generate a Document** in Carbone.io 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 Carbone.io ## Triggers and actions 5 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. - Action **Convert HTML to PDF** Converts an HTML document to PDF using the Chromium rendering engine for high-fidelity output. - Action **Convert Office to PDF** Converts an Office document (DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG) to PDF. - Action **Delete a Template** Deletes a template from your Carbone storage. - Action **Download a Document** Downloads a generated document using a Render ID. Documents are single-use and available for 1 hour. - Action **Download a Template** Downloads a template file from your Carbone storage. - Action **Generate a Document** Generates a document by merging a Carbone template with your data. The data must be provided as a JSON object. - Action **Get Status** Returns the current Carbone Cloud API status and version. - Action **List Templates** Lists templates in the Carbone account with their metadata (id, versionId, name, comment, category, tags, deployedAt, expireAt), optionally filtered by template id, category or search text. - Action **Update a Template** Updates the metadata of an existing template (name, comment, category, tags, deployed version, expiry). - Action **Upload a Template** Uploads a new template file to Carbone storage. ## 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) - [ **Carbone.io** Generate customized documents, such as reports, invoices, contracts and more.](https://apiant.ai/connections/carbone-io) Reviews ## What our customers say ## More from ActiveCollab - [ **ActiveCollab to Google Gemini** Google AI Studio is a fast, easy way to start prototyping generative AI ideas using Google's Gemini model.](https://apiant.ai/connect/activecollab-to-google-gemini) - [ **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) ## More into Carbone.io - [ **HubSpot to Carbone.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-carbone-io) - [ **Salesforce to Carbone.io** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-carbone-io) - [ **Slack to Carbone.io** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-carbone-io) - [ **Google Sheets to Carbone.io** Google Sheets](https://apiant.ai/connect/google-sheets-to-carbone-io) - [ **Gmail to Carbone.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-carbone-io) - [ **Google Calendar to Carbone.io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-carbone-io) Questions ## ActiveCollab and Carbone.io, 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 Carbone.io when something happens in ActiveCollab? Any of Carbone.io's 10 actions, including Update a Template, Upload a Template, Convert HTML to PDF and Convert Office to PDF. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Carbone.io to ActiveCollab? Carbone.io has no triggers in the catalog today, so automations start in ActiveCollab. If you need the other direction, ask: your agent reads Carbone.io's API documentation and adds it. ### ### Do I have to build a connector for ActiveCollab or Carbone.io? 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 ActiveCollab and Carbone.io 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.