Integration
Connect Gist and ProjectManager
When New Contact fires in Gist, your agent runs Create Task in ProjectManager, or New Project in ProjectManager to Add Tag to an Existing Contact in Gist. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Gist and ProjectManager to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Gist and ProjectManager can do together
From Gist to ProjectManager
When New Contact in Gist
then Create Task in ProjectManager
When New conversation in Gist
then Update Task in ProjectManager
From ProjectManager to Gist
When New Project in ProjectManager
then Add Tag to an Existing Contact in Gist
When New Task in ProjectManager
then Create or Update Contact in Gist
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 Gist and ProjectManager
Triggers and actions 13 triggers · 36 actions
Trigger
Conversation closedFires when a conversation is closed. Webhook topic "Conversation Closed".
Trigger
New ContactTriggers when you add a new contact.
Trigger
New conversationFires when a contact initiates a new conversation. Webhook topic "Contact Initiated Conversation".
Trigger
New message from contactFires when a contact sends a message in a conversation. Webhook topic "Message From Contact".
Trigger
Performed an EventTriggers when a contact performs an event.
Trigger
Subscribed to a CampaignTriggers when a contact is subscribed to a campaign.
Trigger
Tag Added to ContactTriggers when a specific tag gets added to a contact.
Trigger
Tag Removed From ContactTriggers when a specific tag gets removed from a contact.
Trigger
Unsubscribed From a CampaignTriggers when a contact is unsubscribed from a campaign.
Trigger
Updated a Contact PropertyTriggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Action
Add conversationCreate a new conversation in Gist's helpdesk/live-chat.
Action
Add Tag to an Existing ContactApply a tag to an existing contact.
Action
Assign conversationAssign an existing conversation to a teammate or team.
Action
Close conversationClose an existing conversation.
Action
Create or Update ContactCreates a new Contact or updates an existing one.
Action
Delete contactDelete a contact by id.
Action
Find a ContactFinds an existing contact.
Action
Get a ContactFetches a contact by ID. An error occurs if the contact is not found.
Action
Get conversationRetrieve a single conversation by id.
Action
List contactsList all contacts in the workspace.
Action
List conversationsList all conversations in the workspace.
Action
Remove Tag From Existing ContactRemoves a tag from an existing contact.
Action
Reply to conversationAdd a reply message to an existing conversation.
Trigger
New ProjectFires when a new project is created in the ProjectManager workspace.
Trigger
New TaskTriggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project
Trigger
New UserFires when a new user (resource) is added to the ProjectManager workspace.
Action
Create ProjectCreate a new project in your workspace
Action
Create TaskCreates a new task within a specified project
Action
Create Timesheet EntryCreate a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.
Action
Create UserAdd a new user/resource in your account
Action
Get Account InformationReturns information about the current user including home URL, email, user ID and workspace name
Action
Get Project DetailsGet the details of one specific project
Action
Get Project PrioritiesGets a list of all the priorities which can be applied to a project
Action
Get Project StatusesGet all the statuses which can be applied to a project
Action
Get Task DetailsGet the details of one specific task, you will need to know the task's unique ID
Action
Get Task FieldsGet all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action
Action
Get Task Field ValuesGet the value of each custom field applied to a specific task
Action
Get Task PrioritiesGet all the priorities which can be applied to a task
Action
Get Task Statuses (Columns)Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses
Action
Get User DetailsGet the details of one specific user/resource
Action
Get User RolesRetrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.
Action
Search ProjectsSearch through your active projects using various criteria, 100 results max
Action
Search TasksSearch for tasks across your entire account, using various criteria, 100 results max
Action
Search UsersSearch for workspace users/resources using various criteria, 100 results max
Action
Update ProjectUpdate an existing project, empty fields will remain unchanged
Action
Update TaskUpdate an existing task, empty fields will remain unchanged
Action
Update Task Field ValueUpdate the value of a custom field for a specific task
Action
Update Timesheet EntryUpdate an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
Action
Update UserUpdate an existing user/resource, empty fields will remain unchanged
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Gist
Gist to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Gist to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Gist to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Gist to Google SheetsGoogle Sheets
Gist to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Gist to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into ProjectManager
HubSpot to ProjectManagerHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ProjectManagerGoogle Sheets
Gmail to ProjectManagerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ProjectManagerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ProjectManagerGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to ProjectManagerMailchimp marketing automation and email platform.
Questions
Gist and ProjectManager, answered
What can start an automation from Gist?
Any of Gist's 10 triggers in the catalog, including New Contact, New conversation, New message from contact and Tag Added to Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ProjectManager when something happens in Gist?
Any of ProjectManager's 23 actions, including Create Project, Create Task, Create Timesheet Entry and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProjectManager to Gist?
Yes. When something happens in ProjectManager, your agent can act in Gist too. This page covers both directions: ProjectManager's triggers and Gist's actions are listed here as well.
Do I have to build a connector for Gist or ProjectManager?
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.
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.