--- title: "Connect DoneThat to SUMIT - APIANT.ai" description: "When \"New Project\" fires in DoneThat, your agent runs \"Add customer\" in SUMIT." canonical: "https://apiant.ai/connect/donethat-to-sumit" --- # Connect DoneThat to SUMIT When **New Project** fires in [DoneThat](https://apiant.ai/connections/donethat), your agent runs **Add customer** in [SUMIT](https://apiant.ai/connections/sumit). Describe the whole flow and it is built, tested on every scenario and kept running. DoneThat **1** trigger DoneThat **6** actions SUMIT **9** 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 SUMIT 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 SUMIT - When **New Project** in DoneThat then **Add customer** in SUMIT - When **New Project** in DoneThat then **Add customer remark** in SUMIT 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 SUMIT ## Triggers and actions 1 trigger · 15 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 customer** Creates a customer in SUMIT, or finds an existing one according to the chosen search mode, and returns its customer number. - Action **Add customer remark** Adds a text remark to an existing SUMIT customer and returns the new remark's id. - Action **Add income item** Creates an income item (a product or service you sell) in SUMIT, or finds an existing one according to the chosen search mode. - Action **Create Card** Creates a new card (CRM entity) in a SUMIT folder with the field values you provide. - Action **Get Card** Returns a SUMIT CRM card (entity) by its ID, including its folder and field values. - Action **Get document PDF** Returns the PDF file of a SUMIT document, located by its document ID or by its type and number. - Action **List income items** Returns the income items (products and services) defined in your SUMIT account, with their name, description, price, cost and SKU. - Action **Update Card** Updates the fields of an existing card (entity) in a SUMIT CRM folder. - Action **Update customer** Updates an existing customer's details in SUMIT, such as name, contact information and custom fields. ## 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) - [ **SUMIT** SUMIT is a comprehensive system for planning, management and execution for the self-employed, non-profit...](https://apiant.ai/connections/sumit) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 SUMIT - [ **HubSpot to SUMIT** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sumit) - [ **Salesforce to SUMIT** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sumit) - [ **Slack to SUMIT** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sumit) - [ **Google Sheets to SUMIT** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sumit) - [ **Gmail to SUMIT** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sumit) - [ **Google Calendar to SUMIT** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sumit) Questions ## DoneThat and SUMIT, 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 SUMIT when something happens in DoneThat? Any of SUMIT's 9 actions, including Create Card, Update Card, Update customer and Add customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SUMIT to DoneThat? SUMIT has no triggers in the catalog today, so automations start in DoneThat. If you need the other direction, ask: your agent reads SUMIT's API documentation and adds it. ### ### Do I have to build a connector for DoneThat or SUMIT? 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 SUMIT 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.