--- title: "Connect Easy Project and Lead Forensics - APIANT.ai" description: "When \"New Project\" fires in Easy Project, your agent runs \"Find businesses by assigned user\" in Lead Forensics." canonical: "https://apiant.ai/connect/easy-project-to-lead-forensics" --- # Connect Easy Project and Lead Forensics When **New Project** fires in [Easy Project](https://apiant.ai/connections/easy-project), your agent runs **Find businesses by assigned user** in [Lead Forensics](https://apiant.ai/connections/lead-forensics), or **New Visit** in Lead Forensics to **Create Task** in Easy Project. Describe the whole flow and it is built, tested on every scenario and kept running. Easy Project **3** triggers Easy Project **11** actions Lead Forensics **2** triggers Lead Forensics **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 Easy Project and Lead Forensics 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 and Lead Forensics can do together ### From Easy Project to Lead Forensics - When **New Project** in Easy Project then **Find businesses by assigned user** in Lead Forensics - When **New Task** in Easy Project then **Find pages by visit** in Lead Forensics ### From Lead Forensics to Easy Project - When **New Visit** in Lead Forensics then **Create Task** in Easy Project - When **New Visit Filtered** in Lead Forensics then **Update Task** in Easy Project 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 Lead Forensics ## Triggers and actions 5 triggers · 20 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. - Trigger **New Visit** Triggers when a new visit to your website by an identified business is recorded in Lead Forensics. - Trigger **New Visit Filtered** Triggers when a new website visit matches one of your Lead Forensics trigger reports. - Action **Find businesses by assigned user** Returns the businesses assigned to a chosen Lead Forensics user that visited your website within a date range. - Action **Find businesses by category** Returns the businesses in a chosen Lead Forensics category that visited your website within a date range. - Action **Find pages by visit** Returns the pages viewed during a Lead Forensics visit, with the time, address, title and referring site of each page view. - Action **Find visits by business** Returns the website visits made by a given business, optionally limited to a date range. - Action **Find visits by conversion** Returns the website visits that reached the chosen conversion, optionally limited to a date range. - Action **Get business** Returns a business identified by Lead Forensics, including its address, phone, website, industry and size. - Action **Get visit** Returns a single website visit by its id, including the visiting business, start and end times, page count, keywords and referrer. - Action **List businesses** Returns every business that visited your website within the date range you choose. - Action **List visits** Returns the visits businesses made to your website, optionally limited to a date range. ## 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) - [ **Lead Forensics** Lead Forensics is software for turbo-charged lead generation.](https://apiant.ai/connections/lead-forensics) 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 Lead Forensics - [ **HubSpot to Lead Forensics** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lead-forensics) - [ **Google Sheets to Lead Forensics** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-lead-forensics) - [ **Gmail to Lead Forensics** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lead-forensics) - [ **Google Calendar to Lead Forensics** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lead-forensics) - [ **Google Drive to Lead Forensics** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lead-forensics) - [ **ActiveCampaign to Lead Forensics** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-lead-forensics) Questions ## Easy Project and Lead Forensics, 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 Lead Forensics when something happens in Easy Project? Any of Lead Forensics's 9 actions, including Find businesses by assigned user, Find businesses by category, Find pages by visit and Find visits by business. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lead Forensics to Easy Project? Yes. When something happens in Lead Forensics, your agent can act in Easy Project too. This page covers both directions: Lead Forensics's triggers and Easy Project's actions are listed here as well. ### ### Do I have to build a connector for Easy Project or Lead Forensics? 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 Lead Forensics 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.