Integration
Connect DecisionVault and Targetprocess
When New Event fires in DecisionVault, your agent runs Create Task in Targetprocess, or New Bug in Targetprocess to Get Contacts for Matter in DecisionVault. 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 DecisionVault and Targetprocess 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 DecisionVault and Targetprocess can do together
From DecisionVault to Targetprocess
When New Event in DecisionVault
then Create Task in Targetprocess
From Targetprocess to DecisionVault
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 DecisionVault and Targetprocess
Triggers and actions 13 triggers · 25 actions
- 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 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.
- New Bug
Triggers when a new Bug is added in Targetprocess.
- New Build
Triggers when a new Build is added in Targetprocess.
- New Comment
Triggers when a new Comment is added in Targetprocess.
- New Feature
Triggers when a new Feature is added in Targetprocess.
- New Iteration
Triggers when a new Iteration is added in Targetprocess.
- New Release
Triggers when a new Release is added in Targetprocess.
- New Request
Triggers when a new Request is added in Targetprocess.
- New Task
Triggers when a new Task is added in Targetprocess.
- New Team Iteration
Triggers when a new Team Iteration is added in Targetprocess.
- New Time
Triggers when a new Time record is added in Targetprocess.
- New User Story
Triggers when a new User Story is added in Targetprocess.
- Add Requester to Request
Creates a Requester and attaches them to an existing Request.
- Change State
Changes the workflow state of an existing entity.
- Create Bug
Creates a new Bug in a Targetprocess project.
- Create Build
Creates a Build in a Targetprocess project.
- Create Feature
Creates a Feature, a high-level requirement that groups User Stories.
- Create Request
Creates a Request (an idea, issue or question from users).
- Create Task
Creates a Task under an existing User Story.
- Create User Story
Creates a User Story in a project.
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 DecisionVault
DecisionVault to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DecisionVault to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DecisionVault to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DecisionVault to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DecisionVault to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DecisionVault to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Targetprocess
Questions
DecisionVault and Targetprocess, answered
What can start an automation from DecisionVault?
Any of DecisionVault's 2 triggers in the catalog, including New Event and New Matter. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Targetprocess when something happens in DecisionVault?
Any of Targetprocess's 8 actions, including Create Bug, Create Build, Create Feature and Create Request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Targetprocess to DecisionVault?
Yes. When something happens in Targetprocess, your agent can act in DecisionVault too. This page covers both directions: Targetprocess's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or Targetprocess?
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 DecisionVault and Targetprocess 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.