# Connect ActiveCollab and Force Manager When **New Project** fires in [ActiveCollab](https://apiant.ai/connections/activecollab), your agent runs **Add contact** in [Force Manager](https://apiant.ai/connections/force-manager), or **New account** in Force Manager 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 Force Manager **3** triggers Force Manager **24** 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 Force Manager 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 Force Manager can do together ### From ActiveCollab to Force Manager - When **New Project** in ActiveCollab then **Add contact** in Force Manager - When **New Task** in ActiveCollab then **Add sales order** in Force Manager ### From Force Manager to ActiveCollab - When **New account** in Force Manager then **Add Comment to Task** in ActiveCollab - When **New contact** in Force Manager 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 Force Manager ## Triggers and actions 8 triggers · 48 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 **New account** Fires on new account. - Trigger **New contact** Fires on new contact. - Trigger **New opportunity** Fires on new opportunity. - Action **Add account** Create an account. - Action **Add activity** Create an activity. - Action **Add call** Log a call. - Action **Add contact** Create a contact. - Action **Add opportunity** Create an opportunity. - Action **Add product** Create a product. - Action **Add sales order** Create an order header. - Action **Delete account** Delete an account. - Action **Delete contact** Delete a contact. - Action **Delete opportunity** Delete an opportunity. - Action **Get account** Get account by ID. - Action **Get call** Returns one call record by id. - Action **Get contact** Get contact by ID. - Action **Get opportunity** Get opportunity by ID. - Action **List accounts** List accounts, paginated. - Action **List activities** List activities. - Action **List contacts** List contacts, paginated. - Action **List opportunities** List opportunities. - Action **List products** List products. - Action **List sales orders** List order headers. - Action **Update account** Partial update of an account. - Action **Update activity** Update an activity. - Action **Update contact** Update a contact. - Action **Update opportunity** Update an opportunity. ## 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) - [ **Force Manager** Mobile-first CRM for field sales teams to manage contacts, log visits, track opportunities, and view sales...](https://apiant.ai/connections/force-manager) 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 Force Manager - [ **ActiveCampaign to Force Manager** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-force-manager) - [ **Airtable to Force Manager** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-force-manager) - [ **Asana to Force Manager** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-force-manager) - [ **ClickUp to Force Manager** 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-force-manager) - [ **Discord to Force Manager** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-force-manager) - [ **Brevo to Force Manager** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-force-manager) Questions ## ActiveCollab and Force Manager, 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 Force Manager when something happens in ActiveCollab? Any of Force Manager's 24 actions, including Update account, Update activity, Update contact and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Force Manager to ActiveCollab? Yes. When something happens in Force Manager, your agent can act in ActiveCollab too. This page covers both directions: Force Manager's triggers and ActiveCollab's actions are listed here as well. ### ### Do I have to build a connector for ActiveCollab or Force Manager? 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.