---
title: "Connect Campaign Refinery and ProProfs Project - APIANT.ai"
description: "When \"New Custom Attribute\" fires in Campaign Refinery, your agent runs \"Create Task\" in ProProfs Project."
canonical: "https://apiant.ai/connect/campaign-refinery-to-proprofs-project"
---

# Connect Campaign Refinery and ProProfs Project

When **New Custom Attribute** fires in [Campaign Refinery](https://apiant.ai/connections/campaign-refinery), your agent runs **Create Task** in [ProProfs Project](https://apiant.ai/connections/proprofs-project), or **Completed Subtask** in ProProfs Project to **Create Custom Attribute** in Campaign Refinery. Describe the whole flow and it is built, tested on every scenario and kept running.

Campaign Refinery **5** triggers Campaign Refinery **13** actions ProProfs Project **7** triggers ProProfs Project **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 Campaign Refinery and ProProfs Project 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 Campaign Refinery and ProProfs Project can do together

### From Campaign Refinery to ProProfs Project

- When **New Custom Attribute** in Campaign Refinery then **Create Task** in ProProfs Project
- When **New Custom Attribute Group** in Campaign Refinery then **Get Task** in ProProfs Project

### From ProProfs Project to Campaign Refinery

- When **Completed Subtask** in ProProfs Project then **Create Custom Attribute** in Campaign Refinery
- When **Completed Task** in ProProfs Project then **Create Custom Attribute Group** in Campaign Refinery

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 Campaign Refinery and ProProfs Project

## Triggers and actions 12 triggers · 20 actions

- Trigger

**New Custom Attribute**

Triggers when there is a new custom attribute.

- Trigger

**New Custom Attribute Group**

Triggers when there is a new custom attribute group.

- Trigger

**New Form**

Triggers when there is a new form.

- Trigger

**New Goal**

Triggers when there is a new goal.

- Trigger

**New Tag**

Triggers when a new tag is created.

- Action

**Create Custom Attribute**

Creates a custom attribute.

- Action

**Create Custom Attribute Group**

Creates a custom attribute group.

- Action

**Create Form**

Creates a form.

- Action

**Create Goal**

Creates a goal.

- Action

**Create Tag**

Creates a tag.

- Action

**Delete Tag**

Schedules a tag for deletion.

- Action

**Find Custom Attribute**

Finds a custom attribute by key.

- Action

**Find Form**

Finds a form by name.

- Action

**Find Goal**

Finds a goal by name.

- Action

**Find Tag**

Finds a tag by name.

- Action

**Update Custom Attribute**

Updates a custom attribute.

- Action

**Update Form**

Updates a form.

- Action

**Update Goal**

Updates a goal.

- Trigger

**Completed Subtask**

Triggers when a subtask is marked complete in ProProfs Project.

- Trigger

**Completed Task**

Triggers when a task is marked complete in ProProfs Project.

- Trigger

**New Client**

Triggers when a new client is added in ProProfs Project.

- Trigger

**New Event**

Triggers when a new event is created in ProProfs Project.

- Trigger

**New Project**

Triggers when a new project is created in ProProfs Project.

- Trigger

**New Subtask**

Triggers when a new subtask is created in ProProfs Project.

- Trigger

**New Task**

Triggers when a new task is created in ProProfs Project.

- Action

**Create Client**

Creates a new client in ProProfs Project with its contact details.

- Action

**Create Event**

Creates a calendar event in ProProfs Project, optionally linked to a project.

- Action

**Create Project**

Creates a new project in ProProfs Project, optionally with a client, dates, pricing and assigned users or teams.

- Action

**Create Subtask**

Creates a subtask under an existing task in ProProfs Project.

- Action

**Create Task**

Creates a new task in a ProProfs Project project.

- Action

**Get Subtask**

Returns the details of a single subtask, including its parent task, project, dates, progress and assigned users.

- Action

**Get Task**

Returns a single task by its id, including its project, dates, status and assigned users.

## Each app on its own

- [ **Campaign Refinery** Campaign Refinery is an email marketing platform for broadcasts, contact management & automated sequences...](https://apiant.ai/connections/campaign-refinery)
- [ **ProProfs Project** ProProfs Project is an online project management tool that also lets you collaborate with your team on the go.](https://apiant.ai/connections/proprofs-project)

Reviews

## What our customers say

## More from Campaign Refinery

- [ **Campaign Refinery to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/campaign-refinery-to-salesforce)
- [ **Campaign Refinery to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/campaign-refinery-to-slack)
- [ **Campaign Refinery to Swagger Generator** This is an online swagger codegen server.](https://apiant.ai/connect/campaign-refinery-to-swagger-generator)
- [ **Campaign Refinery to Teamcamp** Teamcamp is an all-in-one project management application with project management, time tracking and invoicing](https://apiant.ai/connect/campaign-refinery-to-teamcamp)
- [ **Campaign Refinery to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/campaign-refinery-to-hubspot)
- [ **Campaign Refinery to Google Sheets** Google Sheets](https://apiant.ai/connect/campaign-refinery-to-google-sheets)

## More into ProProfs Project

- [ **HubSpot to ProProfs Project** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-proprofs-project)
- [ **Google Sheets to ProProfs Project** Google Sheets](https://apiant.ai/connect/google-sheets-to-proprofs-project)
- [ **Gmail to ProProfs Project** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-proprofs-project)
- [ **Google Calendar to ProProfs Project** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-proprofs-project)
- [ **Google Drive to ProProfs Project** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-proprofs-project)
- [ **Mailchimp to ProProfs Project** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-proprofs-project)

Questions

## Campaign Refinery and ProProfs Project, answered

###

### What can start an automation from Campaign Refinery?

Any of Campaign Refinery's 5 triggers in the catalog, including New Custom Attribute, New Custom Attribute Group, New Form and New Goal. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in ProProfs Project when something happens in Campaign Refinery?

Any of ProProfs Project's 7 actions, including Create Client, Create Event, Create Project and Create Subtask. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from ProProfs Project to Campaign Refinery?

Yes. When something happens in ProProfs Project, your agent can act in Campaign Refinery too. This page covers both directions: ProProfs Project's triggers and Campaign Refinery's actions are listed here as well.

###

### Do I have to build a connector for Campaign Refinery or ProProfs Project?

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 Campaign Refinery and ProProfs Project 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.
