Integration
Connect ActiveCollab and Ploomes
When New Project fires in ActiveCollab, your agent runs Add contact in Ploomes, or New contact in Ploomes to Add Comment to Task in ActiveCollab. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ActiveCollab and Ploomes to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What ActiveCollab and Ploomes can do together
From ActiveCollab to Ploomes
When New Project in ActiveCollab
then Add contact in Ploomes
When New Task in ActiveCollab
then Add task in Ploomes
From Ploomes to ActiveCollab
When New contact in Ploomes
then Add Comment to Task in ActiveCollab
When New deal in Ploomes
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 Ploomes
Triggers and actions 8 triggers · 43 actions
Trigger
New ProjectFires when a new active project is created in ActiveCollab.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Task ListTriggers when a new task list is created in a project in Active Collab.
Trigger
Task ClosedTriggers when a task is closed in Active Collab.
Trigger
Task MovedFires 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 DiscussionAdds a new comment to discussion.
Action
Add Comment to TaskCreates a new comment in selected task.
Action
Add noteCreate a note in a project.
Action
Add task listCreate a task list in a project.
Action
Add time recordLog time on a project or task.
Action
Add userCreate a user.
Action
Complete ProjectCompletes a project.
Action
Complete TaskCompletes a task.
Action
Create CompanyCreates a new company.
Action
Create DiscussionCreates a new discussion in a project.
Action
Create ProjectCreates a new project.
Action
Create TaskCreates a task.
Action
Delete taskMoves a task in a project to trash.
Action
Get DiscussionReturns one discussion including its comments.
Action
Get projectGet a project by id.
Action
Get taskGet a task by id.
Action
Invite User to ProjectInvites a new user to a project.
Action
List companiesList companies.
Action
List projectsList active projects.
Action
List task listsList task lists in a project.
Action
List tasksList open tasks in a project.
Action
List usersList users.
Action
Update projectUpdate a project.
Action
Update taskUpdate a task.
Trigger
New contactTriggers when a new contact (person or company) is created in Ploomes.
Trigger
New dealTriggers when a new deal is created in Ploomes.
Trigger
New taskTriggers when a new task is created in Ploomes.
Action
Add contactCreates a contact (a person or a company) in Ploomes and returns the new contact record.
Action
Add dealCreates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.
Action
Add interaction recordCreates an interaction record (a note, call or email log) on a Ploomes contact or deal.
Action
Add productCreates a product in your Ploomes account and returns the new product.
Action
Add quoteCreates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.
Action
Add taskCreates a task in Ploomes, optionally linked to a contact or deal.
Action
Delete contactDeletes a contact (person or company) from your Ploomes account.
Action
Delete dealDeletes a deal from your Ploomes account.
Action
Find contacts by criteriaReturns the Ploomes contacts (people and companies) that match the criteria you give.
Action
Find deals by criteriaReturns the deals that match the criteria you give, such as a title, stage or customer.
Action
Find interaction records by criteriaReturns the interaction records (activity history entries) that match the criteria you give.
Action
Find tasks by criteriaReturns the tasks that match the criteria you specify, such as title, contact or deal.
Action
Finish taskMarks a Ploomes task as finished.
Action
Get quoteReturns a single quote (proposal) by its ID, including its custom field values.
Action
Lose dealMarks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.
Action
Update contactUpdates an existing Ploomes contact (person or company). Only the fields you fill in are changed.
Action
Update dealUpdates an existing deal in Ploomes. Only the fields you fill in are changed.
Action
Update taskUpdates an existing task in Ploomes. Only the fields you fill in are changed.
Action
Win dealMarks a Ploomes deal as won and returns the updated deal.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from ActiveCollab
ActiveCollab to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
ActiveCollab to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ActiveCollab to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ActiveCollab to Google SheetsGoogle Sheets
ActiveCollab to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
ActiveCollab to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Ploomes
HubSpot to PloomesHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PloomesGoogle Sheets
Gmail to PloomesGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PloomesGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PloomesGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PloomesMailchimp marketing automation and email platform.
Questions
ActiveCollab and Ploomes, 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 Ploomes when something happens in ActiveCollab?
Any of Ploomes's 19 actions, including Update contact, Update deal, Update task and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ploomes to ActiveCollab?
Yes. When something happens in Ploomes, your agent can act in ActiveCollab too. This page covers both directions: Ploomes's triggers and ActiveCollab's actions are listed here as well.
Do I have to build a connector for ActiveCollab or Ploomes?
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.