--- title: "Connect Flatfile and ProProfs Project - APIANT.ai" description: "When \"New Agent\" fires in Flatfile, your agent runs \"Create Task\" in ProProfs Project." canonical: "https://apiant.ai/connect/flatfile-to-proprofs-project" --- # Connect Flatfile and ProProfs Project When **New Agent** fires in [Flatfile](https://apiant.ai/connections/flatfile), your agent runs **Create Task** in [ProProfs Project](https://apiant.ai/connections/proprofs-project), or **Completed Subtask** in ProProfs Project to **Create Document** in Flatfile. Describe the whole flow and it is built, tested on every scenario and kept running. Flatfile **8** triggers Flatfile **4** actions ProProfs Project **7** triggers ProProfs Project **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 Flatfile and ProProfs Project 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 Flatfile and ProProfs Project can do together ### From Flatfile to ProProfs Project - When **New Agent** in Flatfile then **Create Task** in ProProfs Project - When **New App** in Flatfile then **Get Task** in ProProfs Project ### From ProProfs Project to Flatfile - When **Completed Subtask** in ProProfs Project then **Create Document** in Flatfile - When **Completed Task** in ProProfs Project then **Upload File** in Flatfile 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 Flatfile and ProProfs Project ## Triggers and actions 15 triggers · 11 actions - Trigger **New Agent** Triggers when a new agent is created. - Trigger **New App** Triggers when a new app is created. - Trigger **New Document** Triggers when a new document is created in a space. - Trigger **New Event** Triggers when a new event occurs in Flatfile. - Trigger **New Prompt** Triggers when a new prompt is created. - Trigger **New Sheet** Trigger when a new sheet is created in a Flatfile workbook. - Trigger **New User** Triggers when a new user is created. - Trigger **New Workbook** Trigger when a new workbook is created in Flatfile. - Action **Create Document** Creates a new document in Flatfile. - Action **Create Prompt** Creates a new AI prompt in Flatfile. - Action **Get Document** Retrieves a single document from a Flatfile space by its ID. - Action **Upload File** Uploads a file to Flatfile. - Trigger **Completed Subtask** Triggers when a subtask is marked complete in ProProfs Project. - Trigger **Completed Task** Triggers when a task is marked complete in ProProfs Project. - Trigger **New Client** Triggers when a new client is added in ProProfs Project. - Trigger **New Event** Triggers when a new event is created in ProProfs Project. - Trigger **New Project** Triggers when a new project is created in ProProfs Project. - Trigger **New Subtask** Triggers when a new subtask is created in ProProfs Project. - Trigger **New Task** Triggers when a new task is created in ProProfs Project. - Action **Create Client** Creates a new client in ProProfs Project with its contact details. - Action **Create Event** Creates a calendar event in ProProfs Project, optionally linked to a project. - Action **Create Project** Creates a new project in ProProfs Project, optionally with a client, dates, pricing and assigned users or teams. - Action **Create Subtask** Creates a subtask under an existing task in ProProfs Project. - Action **Create Task** Creates a new task in a ProProfs Project project. - Action **Get Subtask** Returns the details of a single subtask, including its parent task, project, dates, progress and assigned users. - Action **Get Task** Returns a single task by its id, including its project, dates, status and assigned users. ## Each app on its own - [ **Flatfile** Flatfile is an AI-powered data import and exchange platform that helps teams and businesses seamlessly...](https://apiant.ai/connections/flatfile) - [ **ProProfs Project** ProProfs Project is an online project management tool that also lets you collaborate with your team on the go.](https://apiant.ai/connections/proprofs-project) Reviews ## What our customers say ## More from Flatfile - [ **Flatfile to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/flatfile-to-hubspot) - [ **Flatfile to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/flatfile-to-salesforce) - [ **Flatfile to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/flatfile-to-slack) - [ **Flatfile to Google Sheets** Google Sheets](https://apiant.ai/connect/flatfile-to-google-sheets) - [ **Flatfile to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/flatfile-to-google-calendar) - [ **Flatfile to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/flatfile-to-google-drive) ## More into ProProfs Project - [ **HubSpot to ProProfs Project** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-proprofs-project) - [ **Google Sheets to ProProfs Project** Google Sheets](https://apiant.ai/connect/google-sheets-to-proprofs-project) - [ **Gmail to ProProfs Project** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-proprofs-project) - [ **Google Calendar to ProProfs Project** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-proprofs-project) - [ **Google Drive to ProProfs Project** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-proprofs-project) - [ **Mailchimp to ProProfs Project** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-proprofs-project) Questions ## Flatfile and ProProfs Project, answered ### ### What can start an automation from Flatfile? Any of Flatfile's 8 triggers in the catalog, including New Agent, New App, New Document and New Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ProProfs Project when something happens in Flatfile? Any of ProProfs Project's 7 actions, including Create Client, Create Event, Create Project and Create Subtask. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ProProfs Project to Flatfile? Yes. When something happens in ProProfs Project, your agent can act in Flatfile too. This page covers both directions: ProProfs Project's triggers and Flatfile's actions are listed here as well. ### ### Do I have to build a connector for Flatfile or ProProfs Project? 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 Flatfile and ProProfs Project 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.