--- title: "Connect DoneThat to echowin - APIANT.ai" description: "When \"New Project\" fires in DoneThat, your agent runs \"Add contact\" in echowin." canonical: "https://apiant.ai/connect/donethat-to-echowin" --- # Connect DoneThat to echowin When **New Project** fires in [DoneThat](https://apiant.ai/connections/donethat), your agent runs **Add contact** in [echowin](https://apiant.ai/connections/echowin). Describe the whole flow and it is built, tested on every scenario and kept running. DoneThat **1** trigger DoneThat **6** actions echowin **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DoneThat and echowin 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 DoneThat can start in echowin - When **New Project** in DoneThat then **Add contact** in echowin - When **New Project** in DoneThat then **Update contact** in echowin 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 DoneThat and echowin ## Triggers and actions 1 trigger · 20 actions - Trigger **New Project** Triggers when a project is created within the lookback window. Recommended Zap poll interval: 1 hour or longer. - Action **Add Project** Creates a new DoneThat project. - Action **Archive Project** Archives or unarchives a DoneThat project. - Action **Edit Project** Updates an existing DoneThat project. - Action **Find Project** Find projects by name (optional filter). - Action **Get Summary** Returns the formatted DoneThat summary for a given date and level (day, week, month, quarter or year). - Action **Search** Search DoneThat task and activity history. - Action **Add contact** Adds a new contact to echowin. - Action **Add knowledgebase reference** Adds a question-and-answer reference to an echowin knowledgebase. It is searchable right away. - Action **Add note** Create a note on a contact. - Action **Add tag** Create a new CRM tag. - Action **Delete contact** Delete a CRM contact. - Action **Find knowledgebase entries by query** Returns up to 50 knowledgebase entries that best match the specified natural-language query, ranked by similarity. - Action **Get agent instructions** Returns the current natural-language instructions (system prompt) for one echowin agent. - Action **Get contact** Retrieve a single CRM contact by id. - Action **List agents** Returns every AI agent belonging to the team, newest first, with the knowledgebase each agent is linked to. - Action **List contacts** Lists the team's contacts with tags, CRM stage and user assignments, optionally filtered by free-text search or tags. - Action **List notes** Lists all notes attached to an echowin contact, newest first. - Action **List tags** Lists the team's contact tags in alphabetical order with the number of contacts carrying each tag. - Action **Update agent instructions** Replaces an echowin agent's instructions (system prompt). The previous version is saved to the agent's instruction history. - Action **Update contact** Updates an existing contact by ID. Only the fields you fill in are changed. ## Each app on its own - [ **DoneThat** DoneThat is a time tracking tool that uses AI to understand screen activity and automatically organize work...](https://apiant.ai/connections/donethat) - [ **echowin** echowin is an AI powered call management solution that can automatically pick up your phone calls.](https://apiant.ai/connections/echowin) Reviews ## What our customers say ## More from DoneThat - [ **DoneThat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/donethat-to-hubspot) - [ **DoneThat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/donethat-to-salesforce) - [ **DoneThat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/donethat-to-slack) - [ **DoneThat to Google Sheets** Google Sheets](https://apiant.ai/connect/donethat-to-google-sheets) - [ **DoneThat to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/donethat-to-gmail) - [ **DoneThat to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/donethat-to-google-calendar) ## More into echowin - [ **HubSpot to echowin** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-echowin) - [ **Salesforce to echowin** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-echowin) - [ **Slack to echowin** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-echowin) - [ **Google Sheets to echowin** Google Sheets](https://apiant.ai/connect/google-sheets-to-echowin) - [ **Gmail to echowin** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-echowin) - [ **Google Calendar to echowin** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-echowin) Questions ## DoneThat and echowin, answered ### ### What can start an automation from DoneThat? Any of DoneThat's 1 trigger in the catalog, including New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in echowin when something happens in DoneThat? Any of echowin's 14 actions, including Update agent instructions, Update contact, Add contact and Add knowledgebase reference. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from echowin to DoneThat? echowin has no triggers in the catalog today, so automations start in DoneThat. If you need the other direction, ask: your agent reads echowin's API documentation and adds it. ### ### Do I have to build a connector for DoneThat or echowin? 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 DoneThat and echowin 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.