--- title: "Connect Exayard and Freelo - APIANT.ai" description: "When \"Assessment Completed\" fires in Exayard, your agent runs \"Add task\" in Freelo, or \"New project\" in Freelo to \"Create Project\" in Exayard." canonical: "https://apiant.ai/connect/exayard-to-freelo" --- # Connect Exayard and Freelo When **Assessment Completed** fires in [Exayard](https://apiant.ai/connections/exayard), your agent runs **Add task** in [Freelo](https://apiant.ai/connections/freelo), or **New project** in Freelo to **Create Project** in Exayard. Describe the whole flow and it is built, tested on every scenario and kept running. Exayard **7** triggers Exayard **9** actions Freelo **1** trigger Freelo **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Exayard and Freelo 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 Exayard and Freelo can do together ### From Exayard to Freelo - When **Assessment Completed** in Exayard then **Add task** in Freelo - When **New Project** in Exayard then **Add project** in Freelo ### From Freelo to Exayard - When **New project** in Freelo then **Create Project** in Exayard - When **New project** in Freelo then **Update project** in Exayard 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 Exayard and Freelo ## Triggers and actions 8 triggers · 29 actions - 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. - Trigger **New project** Triggered when a new project is created - Action **Add comment** Add a comment to a task. - Action **Add project** Create a new project. - Action **Add task** Create a new task in a tasklist. - Action **Add tasklist** Create a new tasklist within a project. - Action **Add work report** Logs a finished work report (time entry) directly on a Freelo task, for example to record hours after the fact. - Action **Delete project** Soft-delete a project. - Action **Delete task** Deletes a Freelo task (soft-delete); its subtasks are hidden too. - Action **Delete tasklist** Soft-delete a tasklist. - Action **Find tasks** Returns tasks whose name matches the search text, optionally narrowed by project, tasklist, assignee, state, labels, priority and date ranges. - Action **Get project** Get a single project's detail by ID. - Action **Get task** Get a single task's detail by ID. - Action **Get tasklist** Get a single tasklist's detail by ID. - Action **List projects** Lists the active projects owned by the connected user, each with its active tasklists. Projects you were only invited to, and archived or template projects, are not included. - Action **List tasks** Lists the active (unfinished) tasks in a Freelo tasklist. - Action **List users** Lists the coworkers who share at least one active project with you. - Action **Start time tracking** Starts a time tracking timer for the connected Freelo user, optionally on a specific task. Only one timer can run at a time. - Action **Stop time tracking** Stops your currently running Freelo timer and turns it into a work report. - Action **Update project** Renames a Freelo project and/or changes its deadline. Fields left blank are not changed. - Action **Update task** Updates an existing Freelo task. Only the values you fill in are changed; blank fields keep their current value. - Action **Update tasklist** Edit a tasklist's fields. ## Each app on its own - [ **Exayard** Exayard is an AI-powered construction takeoff and estimating software for contractors.](https://apiant.ai/connections/exayard) - [ **Freelo** Project management software with task lists, Kanban boards, time tracking, and project budgeting for teams.](https://apiant.ai/connections/freelo) Reviews ## What our customers say ## More from Exayard - [ **Exayard to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/exayard-to-hubspot) - [ **Exayard to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/exayard-to-salesforce) - [ **Exayard to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/exayard-to-slack) - [ **Exayard to Google Sheets** Google Sheets](https://apiant.ai/connect/exayard-to-google-sheets) - [ **Exayard to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/exayard-to-gmail) - [ **Exayard to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/exayard-to-google-calendar) ## More into Freelo - [ **ActiveCampaign to Freelo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-freelo) - [ **Airtable to Freelo** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-freelo) - [ **Asana to Freelo** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freelo) - [ **ClickUp to Freelo** 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-freelo) - [ **Discord to Freelo** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-freelo) - [ **Brevo to Freelo** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-freelo) Questions ## Exayard and Freelo, answered ### ### What can start an automation from Exayard? Any of Exayard's 7 triggers in the catalog, including Assessment Completed, New Project, Project Updated and Quote Received. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Freelo when something happens in Exayard? Any of Freelo's 20 actions, including Update project, Update task, Update tasklist and Add comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Freelo to Exayard? Yes. When something happens in Freelo, your agent can act in Exayard too. This page covers both directions: Freelo's triggers and Exayard's actions are listed here as well. ### ### Do I have to build a connector for Exayard or Freelo? 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 Exayard and Freelo 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.