--- title: "Connect Ellie and Exayard - APIANT.ai" description: "When \"New Task\" fires in Ellie, your agent runs \"Create Project\" in Exayard, or \"Assessment Completed\" in Exayard to \"Create Task\" in Ellie." canonical: "https://apiant.ai/connect/ellie-to-exayard" --- # Connect Ellie and Exayard When **New Task** fires in [Ellie](https://apiant.ai/connections/ellie), your agent runs **Create Project** in [Exayard](https://apiant.ai/connections/exayard), or **Assessment Completed** in Exayard to **Create Task** in Ellie. Describe the whole flow and it is built, tested on every scenario and kept running. Ellie **2** triggers Ellie **2** actions Exayard **7** triggers Exayard **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 Ellie and Exayard 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 Ellie and Exayard can do together ### From Ellie to Exayard - When **New Task** in Ellie then **Create Project** in Exayard - When **Task Complete** in Ellie then **Send Test Webhook Event** in Exayard ### From Exayard to Ellie - When **Assessment Completed** in Exayard then **Create Task** in Ellie - When **New Project** in Exayard then **Update Task** in Ellie 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 Ellie and Exayard ## Triggers and actions 9 triggers · 11 actions - Trigger **New Task** Triggered when a new task is created in Ellie. - Trigger **Task Complete** Triggered when a task is marked complete in Ellie. - Action **Create Task** Creates a task in Ellie, optionally scheduled for a day, with a label, list, notes and subtasks. - Action **Update Task** Updates a task in Ellie. Fields you leave blank are left as they are. - Trigger **Assessment Completed** Webhook event assessment.completed. - Trigger **Bid Generated** Triggers when a bid document is generated from an approved estimate. - Trigger **Bid Won** Webhook event bid.won. - Trigger **Estimate Generated** Triggers when an estimate document is generated. - Trigger **New Project** Triggers when a new Exayard project is created. - Trigger **Project Updated** Webhook event project.updated (name, status or privacy changed). - Trigger **Quote Received** Webhook event quote.received. - Action **Add quote request** Creates a vendor quote request on a project, in requested status. - Action **Add vendor** Creates a vendor (supplier, subcontractor or rental company) in your Exayard company. - Action **Create Project** Creates a new project in Exayard. - Action **Delete project** Deletes (archives) a project in Exayard. - Action **Get project** Returns a single Exayard project with its name, status, privacy and timestamps. - Action **List projects** Returns the projects in an Exayard organization, optionally filtered by status or search text. - Action **List vendors** Returns the vendors (suppliers, subcontractors and rental companies) in an Exayard company, optionally filtered by type, kind, preferred status or search text. - Action **Send Test Webhook Event** Sends a signed sample event of the chosen type to a webhook endpoint. - Action **Update project** Updates an existing project's name, status, settings, tags or custom properties. Fields left blank are not changed. ## Each app on its own - [ **Ellie** Ellie helps you organize your thoughts and plan your day in a beautiful and simple app.](https://apiant.ai/connections/ellie) - [ **Exayard** Exayard is an AI-powered construction takeoff and estimating software for contractors.](https://apiant.ai/connections/exayard) Reviews ## What our customers say ## More from Ellie - [ **Ellie to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/ellie-to-hubspot) - [ **Ellie to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ellie-to-salesforce) - [ **Ellie to Google Sheets** Google Sheets](https://apiant.ai/connect/ellie-to-google-sheets) - [ **Ellie to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/ellie-to-gmail) - [ **Ellie to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/ellie-to-google-calendar) - [ **Ellie to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/ellie-to-google-drive) ## More into Exayard - [ **ActiveCampaign to Exayard** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-exayard) - [ **Airtable to Exayard** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-exayard) - [ **Asana to Exayard** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-exayard) - [ **ClickUp to Exayard** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-exayard) - [ **Discord to Exayard** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-exayard) - [ **Brevo to Exayard** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-exayard) Questions ## Ellie and Exayard, answered ### ### What can start an automation from Ellie? Any of Ellie's 2 triggers in the catalog, including New Task and Task Complete. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Exayard when something happens in Ellie? Any of Exayard's 9 actions, including Create Project, Send Test Webhook Event, Update project and Add quote request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Exayard to Ellie? Yes. When something happens in Exayard, your agent can act in Ellie too. This page covers both directions: Exayard's triggers and Ellie's actions are listed here as well. ### ### Do I have to build a connector for Ellie or Exayard? 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 Ellie and Exayard 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.