--- title: "Connect Easy Project to Customer Fields - APIANT.ai" description: "When \"New Project\" fires in Easy Project, your agent runs \"Create Customer\" in Customer Fields." canonical: "https://apiant.ai/connect/easy-project-to-customer-fields" --- # Connect Easy Project to Customer Fields When **New Project** fires in [Easy Project](https://apiant.ai/connections/easy-project), your agent runs **Create Customer** in [Customer Fields](https://apiant.ai/connections/customer-fields). Describe the whole flow and it is built, tested on every scenario and kept running. Easy Project **3** triggers Easy Project **11** actions Customer Fields **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 Easy Project and Customer Fields 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 Easy Project can start in Customer Fields - When **New Project** in Easy Project then **Create Customer** in Customer Fields - When **New Task** in Easy Project then **Update Customer** in Customer Fields 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 Easy Project and Customer Fields ## Triggers and actions 3 triggers · 18 actions - Trigger **New Project** Triggers when a new project is created in Easy Project. - Trigger **New Task** Triggers when a new task is created in Easy Project. - Trigger **Task Comments Web Hook Trigger** Triggers when a comment is added to a task in Easy Project. - Action **Create Planned Project Expense** Creates a planned (expected) expense in a project's budget in Easy Project, with its amount, currency, VAT and planned date. - Action **Create Project** Creates a new project in Easy Project with its name, dates, manager, parent project, tags and custom field values. - Action **Create Project Expense** Creates an actual (other) expense on a project's budget in Easy Project, with amounts, VAT, currency, date, tags and custom fields. - Action **Create Project Income** Creates an actual income (other revenue) on an Easy Project project's budget, with amounts, VAT, currency, date and optional milestone, tags and custom fields. - Action **Create Task** Creates a task (issue) in an Easy Project project, with its tracker, status, priority, assignee, dates and custom field values. - Action **Create Time Entry** Logs spent time in Easy Project against a project, and optionally a task, for a user on a given date. - Action **Find Project** Returns the projects whose details match the search text you supply. - Action **Get Planned Project Expense** Returns a single planned project expense by its ID, including its amounts, currency, project, milestone, custom fields and tags. - Action **Get Project Expense** Returns a single project expense by its ID, including its project, milestone, amounts, VAT, currency, date, custom fields and tags. - Action **Get Project Income** Returns a single project income (other revenue) record by its ID, including amounts, currency, project, custom fields and tags. - Action **Update Task** Updates an existing task in Easy Project, changing only the fields you fill in, and can add a comment to it. - Action **Create Customer** Creates a new customer in Customer Fields and Shopify, including any custom data columns defined on the account. - Action **Find a Customer** Returns the customers whose email address matches the one you specify, including their custom data column values. - Action **List data columns** Returns every data column defined in the Customer Fields account, including built-in customer fields and the merchant's custom columns. - Action **List forms** Returns the account's non-archived Customer Fields forms, with each form's id and name. - Action **List segments** Returns the customer segments in the Customer Fields account, including whether each one can be subscribed to by a webhook. - Action **Send Account Invite** Sends an account invite email to a customer so they can activate their store account. The customer must have a Shopify id and must not already have an enabled account. - Action **Update Customer** Updates an existing customer in Customer Fields and Shopify, including custom data column values, and returns the updated customer. ## Each app on its own - [ **Easy Project** Easy Project is a professional project management software for you, your team and the whole company.](https://apiant.ai/connections/easy-project) - [ **Customer Fields** Customer Fields provides a way to collect and store custom data for Shopify customers](https://apiant.ai/connections/customer-fields) Reviews ## What our customers say ## More from Easy Project - [ **Easy Project to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easy-project-to-hubspot) - [ **Easy Project to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easy-project-to-salesforce) - [ **Easy Project to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easy-project-to-slack) - [ **Easy Project to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/easy-project-to-google-sheets) - [ **Easy Project to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easy-project-to-gmail) - [ **Easy Project to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/easy-project-to-google-calendar) ## More into Customer Fields - [ **HubSpot to Customer Fields** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-customer-fields) - [ **Salesforce to Customer Fields** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-customer-fields) - [ **Slack to Customer Fields** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-customer-fields) - [ **Google Sheets to Customer Fields** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-customer-fields) - [ **Gmail to Customer Fields** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-customer-fields) - [ **Google Calendar to Customer Fields** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-customer-fields) Questions ## Easy Project and Customer Fields, answered ### ### What can start an automation from Easy Project? Any of Easy Project's 3 triggers in the catalog, including New Project, New Task and Task Comments Web Hook Trigger. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Customer Fields when something happens in Easy Project? Any of Customer Fields's 7 actions, including Create Customer, Send Account Invite, Update Customer and Find a Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Customer Fields to Easy Project? Customer Fields has no triggers in the catalog today, so automations start in Easy Project. If you need the other direction, ask: your agent reads Customer Fields's API documentation and adds it. ### ### Do I have to build a connector for Easy Project or Customer Fields? 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 Easy Project and Customer Fields 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.