Integration
Connect CleverReach and PPM Express
When New Campaign fires in CleverReach, your agent runs Create Project Task in PPM Express, or Idea Created in PPM Express to Add Order Item in CleverReach. 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 CleverReach and PPM Express 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)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 CleverReach and PPM Express can do together
From CleverReach to PPM Express
When New Campaign in CleverReach
then Create Project Task in PPM Express
From PPM Express to CleverReach
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 CleverReach and PPM Express
Triggers and actions 11 triggers · 27 actions
- New Campaign
Triggers when a new mailing campaign is created.
- New Subscriber
Triggers when a new subscriber is added to a specified integration list.
- New Unsubscriber
Triggers when any current subscriber unsubscribes from a specified list.
- Add attribute
Create a global attribute.
- Add group
Create a group (receiver list).
- Add mailing
Create a mailing.
- Add Order Item
Add a new order item for subscriber.
- Add subscriber tags
Add tags to a receiver.
- Add/Update Subscriber
Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.
- Delete group
Delete a group (receiver list).
- Delete subscriber
Delete a receiver from a group.
- Delete subscriber tags
Remove tags from a receiver.
- Find Subscriber
Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.
- Get group
Get a group (receiver list) by id.
- Get mailing
Get a mailing by id.
- Get subscriber
Get a receiver by id or email.
- List attributes
List attributes.
- List groups
List all groups (receiver lists).
- List mailings
List mailings.
- List subscribers
List receivers in a group.
- Unsubscribe Email
Unsubscribes an email address from a selected list.
- Update group
Update a group (receiver list).
- Idea Created
Triggers when a Idea is created.
- Key Date Created
Triggers when a Key Date is created.
- Key Date Updated
Triggers when a Key Date is updated.
- Project Created
Triggers when a Project is created.
- Project Updated
Triggers when a Project is updated.
- Task Created
Triggers when a Task is created.
- Task Deleted
Triggers when a Task is deleted.
- Task Updated
Triggers when a Task is updated.
- Create Idea
Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.
- Create Project
Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.
- Create Project Key Date
Creates a key date (milestone) on a PPM Express project and returns the new key date.
- Create Project Task
Creates a task in a PPM Express project with the field values you supply.
- Delete Project Task
Deletes a task from a PPM Express project.
- Update Project
Updates the fields of an existing project, including custom fields, and returns the updated project.
- Update Project Key Date
Updates the field values of an existing key date in a PPM Express project.
- Update Project Task
Updates field values on an existing task in a PPM Express project and returns the updated task.
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 CleverReach
CleverReach to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CleverReach to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CleverReach to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CleverReach to Google SheetsGoogle Sheets
CleverReach to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CleverReach to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into PPM Express
Google Drive to PPM ExpressGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PPM ExpressMailchimp marketing automation and email platform.
Questions
CleverReach and PPM Express, answered
What can start an automation from CleverReach?
Any of CleverReach's 3 triggers in the catalog, including New Campaign, New Subscriber and New Unsubscriber. 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 CleverReach?
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 CleverReach?
Yes. When something happens in PPM Express, your agent can act in CleverReach too. This page covers both directions: PPM Express's triggers and CleverReach's actions are listed here as well.
Do I have to build a connector for CleverReach 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 CleverReach 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.