Integration
Connect Businessmap and DecisionVault
When New Board fires in Businessmap, your agent runs Get Contacts for Matter in DecisionVault, or New Event in DecisionVault to Add Card in Businessmap. 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 Businessmap and DecisionVault to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Businessmap and DecisionVault can do together
From Businessmap to DecisionVault
When New Board in Businessmap
then Get Contacts for Matter in DecisionVault
From DecisionVault to Businessmap
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 Businessmap and DecisionVault
Triggers and actions 3 triggers · 35 actions
- New Board
Triggered when a new board is created in Businessmap.
- Add Card
Creates a new card in the chosen column and lane of a Businessmap board and returns the new card's ID.
- Add Comment
Adds a plain-text comment to a Businessmap card, optionally with file attachments, and returns the new comment.
- Add Subtask
Adds a new subtask to a Businessmap card and returns the created subtask, with optional assignee, deadline, position and attachments.
- Archive/Unarchive Card
Archives a card or returns an archived card to the board, and returns the updated card.
- Create/Remove Link
Creates or removes a link between two cards, as a parent, child, predecessor, successor or relative. Returns whether the change succeeded and the linked card's position.
- Discard Card or Restore Discarded Card
Discards a card, or restores a previously discarded card to the board, and returns the updated card's details.
- Find Card
Returns the cards whose title matches the search text, optionally narrowed by further filters.
- Get Card Attachments
Returns all attachments on a card, including each attachment's file name, link and position.
- Get Card Comments
Returns all comments on a Businessmap card, including their text, author or email details, and attachments.
- Get Card Details by ID
Returns the full details of a single Businessmap card by its ID, including its placement, dates, subtasks, links and custom field values.
- Get Columns
Returns the columns on a Businessmap board, including each column's workflow, section, position, name and work-in-progress limit.
- Get Lanes
Returns the lanes on a Businessmap board, including each lane's name, workflow, position, description and color.
- Get Users
Returns the users in the Businessmap account with their details, optionally filtered by ID, email, username or status.
- Log Time for Card
Logs time worked against a card or one of its subtasks, and returns the new logged time entry.
- Unblock Card
Unblocks a card, removing its block reason and comment so work on it can continue.
- Update/Move Card
Updates an existing card's details and can move it to a different column, lane or position. Returns the updated card.
- Upload Attachment
Adds an attachment to a card from a file name and a link to the file, and returns the new attachment.
- New Event
Triggers when a new event happens in your firm, such as a client submitting a questionnaire.
- New Matter
Triggers when a new matter is created in your firm.
- Create Matter and Invite Clients
Creates a matter and emails an invite to up to two clients, who can then log in to fill out the questionnaire.
- Get Answers for Matter
Returns the client's answers to custom questions on a matter, grouped by questionnaire page.
- Get Assets for Matter
Returns the assets the client entered on a matter.
- Get Clients for Matter
Returns the client(s) on a matter.
- Get Contacts for Matter
Returns the contacts on a matter.
- Get Document
Returns one uploaded document by ID, with its download link. Client documents carry document_request; financial documents carry fin_item and fin_category.
- Get Documents for Matter
Returns the documents the client uploaded to a matter.
- Get Event
Returns one event by ID.
- Get Financial Documents for Matter
Returns the financial documents the client uploaded during asset intake on a matter.
- Get Matter
Returns one matter by ID, including its questionnaire, main contact, spouse and representative.
- Get Meeting Templates for Matter
Returns the matter's meeting templates, filled with answers and role assignments.
- Get Questionnaire
Returns one questionnaire by ID.
- Get Roles for Matter
Returns the roles defined by the matter's questionnaire and the contacts assigned to each.
- Get User
Returns one user by ID.
- List Financial Categories
Returns the financial categories for your firm's questionnaires.
- List Matters
Returns the matters under your firm, with optional search and date filters.
- List Questionnaires
Returns the questionnaires under your firm.
- PreCreate Matter
Creates a matter and returns an invite link to send to the client.
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 Businessmap
Businessmap to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Businessmap to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Businessmap to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Businessmap to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Businessmap to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Businessmap to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into DecisionVault
ActiveCampaign to DecisionVaultActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to DecisionVaultOrganize anything with Airtable, a modern database created for everyone.
Asana to DecisionVaultAsana is a collaborative information manager for workspace.
ClickUp to DecisionVaultClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to DecisionVaultBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to DecisionVaultCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Businessmap and DecisionVault, answered
What can start an automation from Businessmap?
Any of Businessmap's 1 trigger in the catalog, including New Board. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DecisionVault when something happens in Businessmap?
Any of DecisionVault's 18 actions, including Create Matter and Invite Clients, Get Answers for Matter, Get Assets for Matter and Get Clients for Matter. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DecisionVault to Businessmap?
Yes. When something happens in DecisionVault, your agent can act in Businessmap too. This page covers both directions: DecisionVault's triggers and Businessmap's actions are listed here as well.
Do I have to build a connector for Businessmap or DecisionVault?
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 Businessmap and DecisionVault 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.