Integration
Connect Booqable and ProjectManager
When Completed Payment fires in Booqable, your agent runs Create Task in ProjectManager, or New Project in ProjectManager to Create Customer in Booqable. 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 Booqable and ProjectManager to do together?
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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 Booqable and ProjectManager can do together
From Booqable to ProjectManager
When Completed Payment in Booqable
then Create Task in ProjectManager
From ProjectManager to Booqable
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 Booqable and ProjectManager
Triggers and actions 11 triggers · 38 actions
- Completed Payment
Triggers when a payment is completed.
- Finalize Invoice
Triggers when an invoice is finalized.
- New Customer
Triggers when a new customer is added.
- New Product
Fires when a new product is created in the catalog.
- Reserved Order
Triggers when an order is reserved.
- Started Order
Triggers when an order is started.
- Stopped Order
Triggers when an order is stopped.
- Updated Order
Triggers when an order is updated.
- Create Coupon
Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.
- Create Customer
Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.
- Create Order
Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.
- Find Customer - By ID
Returns one Booqable customer by its id, including the account's own customer custom fields.
- Find Customer - By Name or Email
Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.
- Find Order - By ID
Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.
- Find Product - By ID
Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.
- List Customers
Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.
- List Documents
Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.
- List Locations
Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.
- List Orders
Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.
- List Payments
Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.
- List Products
Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.
- List Stock Items
Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.
- Update Customer
Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.
- New Project
Fires when a new project is created in the ProjectManager workspace.
- New Task
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project
- New User
Fires when a new user (resource) is added to the ProjectManager workspace.
- Create Project
Create a new project in your workspace
- Create Task
Creates a new task within a specified project
- Create Timesheet Entry
Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.
- Create User
Add a new user/resource in your account
- Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
- Get Project Details
Get the details of one specific project
- Get Project Priorities
Gets a list of all the priorities which can be applied to a project
- Get Project Statuses
Get all the statuses which can be applied to a project
- Get Task Details
Get the details of one specific task, you will need to know the task's unique ID
- Get Task Fields
Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action
- Get Task Field Values
Get the value of each custom field applied to a specific task
- Get Task Priorities
Get all the priorities which can be applied to a task
- Get Task Statuses (Columns)
Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses
- Get User Details
Get the details of one specific user/resource
- Get User Roles
Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.
- Search Projects
Search through your active projects using various criteria, 100 results max
- Search Tasks
Search for tasks across your entire account, using various criteria, 100 results max
- Search Users
Search for workspace users/resources using various criteria, 100 results max
- Update Project
Update an existing project, empty fields will remain unchanged
- Update Task
Update an existing task, empty fields will remain unchanged
- Update Task Field Value
Update the value of a custom field for a specific task
- Update Timesheet Entry
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
- Update User
Update an existing user/resource, empty fields will remain unchanged
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
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Questions
Booqable and ProjectManager, answered
What can start an automation from Booqable?
Any of Booqable's 8 triggers in the catalog, including Completed Payment, New Customer, New Product and Updated Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ProjectManager when something happens in Booqable?
Any of ProjectManager's 23 actions, including Create Project, Create Task, Create Timesheet Entry and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProjectManager to Booqable?
Yes. When something happens in ProjectManager, your agent can act in Booqable too. This page covers both directions: ProjectManager's triggers and Booqable's actions are listed here as well.
Do I have to build a connector for Booqable or ProjectManager?
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.