--- title: "Connect ActiveCollab to LeadExec - APIANT.ai" description: "When \"New Project\" fires in ActiveCollab, your agent runs \"Add order\" in LeadExec." canonical: "https://apiant.ai/connect/activecollab-to-leadexec" --- # Connect ActiveCollab to LeadExec When **New Project** fires in [ActiveCollab](https://apiant.ai/connections/activecollab), your agent runs **Add order** in [LeadExec](https://apiant.ai/connections/leadexec). Describe the whole flow and it is built, tested on every scenario and kept running. ActiveCollab **5** triggers ActiveCollab **24** actions LeadExec **7** 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 LeadExec 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 LeadExec - When **New Project** in ActiveCollab then **Add order** in LeadExec - When **New Task** in ActiveCollab then **List lead types** in LeadExec 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 LeadExec ## Triggers and actions 5 triggers · 31 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 **Add client** Creates a new client record in LeadExec, including its client field values. - Action **Add delivery account** Creates a new delivery account for a LeadExec client, setting its delivery method, price, lead caps, status and offer details. - Action **Add order** Creates a new lead order for a client, with its start and end dates, renewal option and ordered items. - Action **List delivery accounts** Returns all delivery accounts for a LeadExec client, including pricing, lead caps, status, criteria and delivery method details. - Action **List lead types** Returns every lead type set up in your LeadExec account. - Action **List orders** Returns client orders in LeadExec, optionally narrowed to one order, a client, an order status, or orders starting on or after a date. - Action **Update client** Updates an existing LeadExec client record, including its status, assignments, portal login and client field values. ## 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) - [ **LeadExec** LeadExec provides centralized lead distribution.](https://apiant.ai/connections/leadexec) Reviews ## What our customers say ## More from ActiveCollab - [ **ActiveCollab to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/activecollab-to-pandadoc) - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/activecollab-to-google-sheets) ## More into LeadExec - [ **HubSpot to LeadExec** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leadexec) - [ **Salesforce to LeadExec** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-leadexec) - [ **Slack to LeadExec** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-leadexec) - [ **Google Sheets to LeadExec** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-leadexec) - [ **Gmail to LeadExec** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-leadexec) - [ **Google Calendar to LeadExec** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-leadexec) Questions ## ActiveCollab and LeadExec, 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 LeadExec when something happens in ActiveCollab? Any of LeadExec's 7 actions, including Update client, Add client, Add delivery account and Add order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LeadExec to ActiveCollab? LeadExec has no triggers in the catalog today, so automations start in ActiveCollab. If you need the other direction, ask: your agent reads LeadExec's API documentation and adds it. ### ### Do I have to build a connector for ActiveCollab or LeadExec? 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 LeadExec 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.