--- title: "Connect BotMape and PPM Express - APIANT.ai" description: "When \"New Lead Captured\" fires in BotMape, your agent runs \"Create Project Task\" in PPM Express." canonical: "https://apiant.ai/connect/botmape-to-ppm-express" --- # Connect BotMape and PPM Express When **New Lead Captured** fires in [BotMape](https://apiant.ai/connections/botmape), your agent runs **Create Project Task** in [PPM Express](https://apiant.ai/connections/ppm-express), or **Idea Created** in PPM Express to **Create Lead** in BotMape. Describe the whole flow and it is built, tested on every scenario and kept running. BotMape **1** trigger BotMape **8** actions PPM Express **8** triggers PPM Express **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BotMape and PPM Express 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 BotMape and PPM Express can do together ### From BotMape to PPM Express - When **New Lead Captured** in BotMape then **Create Project Task** in PPM Express - When **New Lead Captured** in BotMape then **Update Project Task** in PPM Express ### From PPM Express to BotMape - When **Idea Created** in PPM Express then **Create Lead** in BotMape - When **Key Date Created** in PPM Express then **Add agent** in BotMape 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 BotMape and PPM Express ## Triggers and actions 9 triggers · 16 actions - Trigger **New Lead Captured** Triggers when a new lead is captured — either from a chat conversation or added manually. - Action **Add agent** Create a new AI agent with custom configuration and personality. - Action **Add knowledge base entry** Add training content (FAQ, documentation, policies) to an AI agent; auto-embedded. - Action **Create Lead** Creates a new lead in your CRM. Use this to push leads from other tools into your CRM automatically. - Action **Delete knowledge base entry** Remove a specific knowledge entry from an AI agent's training data. - Action **Get agent** Retrieve detailed information about a specific AI agent by ID. - Action **List agents** Get all AI agents owned by the authenticated user with their configurations. - Action **List knowledge base entries** Retrieve all knowledge base entries that train an AI agent's responses. - Action **Update agent** Update an existing AI agent's configuration, personality, or appearance. - Trigger **Idea Created** Triggers when a Idea is created. - Trigger **Key Date Created** Triggers when a Key Date is created. - Trigger **Key Date Updated** Triggers when a Key Date is updated. - Trigger **Project Created** Triggers when a Project is created. - Trigger **Project Updated** Triggers when a Project is updated. - Trigger **Task Created** Triggers when a Task is created. - Trigger **Task Deleted** Triggers when a Task is deleted. - Trigger **Task Updated** Triggers when a Task is updated. - Action **Create Idea** Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields. - Action **Create Project** Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio. - Action **Create Project Key Date** Creates a key date (milestone) on a PPM Express project and returns the new key date. - Action **Create Project Task** Creates a task in a PPM Express project with the field values you supply. - Action **Delete Project Task** Deletes a task from a PPM Express project. - Action **Update Project** Updates the fields of an existing project, including custom fields, and returns the updated project. - Action **Update Project Key Date** Updates the field values of an existing key date in a PPM Express project. - Action **Update Project Task** Updates field values on an existing task in a PPM Express project and returns the updated task. ## Each app on its own - [ **BotMape** BotMape is a no-code AI agent platform that helps businesses create, train, and deploy custom AI-powered...](https://apiant.ai/connections/botmape) - [ **PPM Express** PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing...](https://apiant.ai/connections/ppm-express) Reviews ## What our customers say ## More from BotMape - [ **BotMape to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/botmape-to-hubspot) - [ **BotMape to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/botmape-to-salesforce) - [ **BotMape to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/botmape-to-slack) - [ **BotMape to Google Sheets** Google Sheets](https://apiant.ai/connect/botmape-to-google-sheets) - [ **BotMape to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/botmape-to-gmail) - [ **BotMape to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/botmape-to-google-calendar) ## More into PPM Express - [ **HubSpot to PPM Express** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ppm-express) - [ **Google Sheets to PPM Express** Google Sheets](https://apiant.ai/connect/google-sheets-to-ppm-express) - [ **Gmail to PPM Express** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ppm-express) - [ **Google Calendar to PPM Express** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ppm-express) - [ **Google Drive to PPM Express** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ppm-express) - [ **Mailchimp to PPM Express** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ppm-express) Questions ## BotMape and PPM Express, answered ### ### What can start an automation from BotMape? Any of BotMape's 1 trigger in the catalog, including New Lead Captured. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PPM Express when something happens in BotMape? Any of PPM Express's 8 actions, including Create Idea, Create Project, Create Project Key Date and Create Project Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PPM Express to BotMape? Yes. When something happens in PPM Express, your agent can act in BotMape too. This page covers both directions: PPM Express's triggers and BotMape's actions are listed here as well. ### ### Do I have to build a connector for BotMape or PPM Express? 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 BotMape and PPM Express 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.