--- title: "Connect DoneThat to LeadExec - APIANT.ai" description: "When \"New Project\" fires in DoneThat, your agent runs \"Add order\" in LeadExec." canonical: "https://apiant.ai/connect/donethat-to-leadexec" --- # Connect DoneThat to LeadExec When **New Project** fires in [DoneThat](https://apiant.ai/connections/donethat), your agent runs **Add order** in [LeadExec](https://apiant.ai/connections/leadexec). Describe the whole flow and it is built, tested on every scenario and kept running. DoneThat **1** trigger DoneThat **6** actions LeadExec **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 DoneThat and LeadExec 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 LeadExec - When **New Project** in DoneThat then **Add order** in LeadExec - When **New Project** in DoneThat then **List lead types** in LeadExec 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 LeadExec ## Triggers and actions 1 trigger · 13 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 client** Creates a new client record in LeadExec, including its client field values. - Action **Add delivery account** Creates a new delivery account for a LeadExec client, setting its delivery method, price, lead caps, status and offer details. - Action **Add order** Creates a new lead order for a client, with its start and end dates, renewal option and ordered items. - Action **List delivery accounts** Returns all delivery accounts for a LeadExec client, including pricing, lead caps, status, criteria and delivery method details. - Action **List lead types** Returns every lead type set up in your LeadExec account. - Action **List orders** Returns client orders in LeadExec, optionally narrowed to one order, a client, an order status, or orders starting on or after a date. - Action **Update client** Updates an existing LeadExec client record, including its status, assignments, portal login and client field values. ## 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) - [ **LeadExec** LeadExec provides centralized lead distribution.](https://apiant.ai/connections/leadexec) 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 LeadExec - [ **HubSpot to LeadExec** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leadexec) - [ **Salesforce to LeadExec** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-leadexec) - [ **Slack to LeadExec** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-leadexec) - [ **Google Sheets to LeadExec** Google Sheets](https://apiant.ai/connect/google-sheets-to-leadexec) - [ **Gmail to LeadExec** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-leadexec) - [ **Google Calendar to LeadExec** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-leadexec) Questions ## DoneThat and LeadExec, 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 LeadExec when something happens in DoneThat? Any of LeadExec's 7 actions, including Update client, Add client, Add delivery account and Add order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LeadExec to DoneThat? LeadExec has no triggers in the catalog today, so automations start in DoneThat. If you need the other direction, ask: your agent reads LeadExec's API documentation and adds it. ### ### Do I have to build a connector for DoneThat or LeadExec? 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 LeadExec 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.