# Connect Hubflo and ProjectManager When **Company Updated** fires in [Hubflo](https://apiant.ai/connections/hubflo), your agent runs **Create Task** in [ProjectManager](https://apiant.ai/connections/projectmanager), or **New Project** in ProjectManager to **Add Project Section** in Hubflo. Describe the whole flow and it is built, tested on every scenario and kept running. Hubflo **15** triggers Hubflo **48** actions ProjectManager **3** triggers ProjectManager **23** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hubflo and ProjectManager to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Hubflo and ProjectManager can do together ### From Hubflo to ProjectManager - When **Company Updated** in Hubflo then **Create Task** in ProjectManager - When **New Chatroom** in Hubflo then **Update Task** in ProjectManager ### From ProjectManager to Hubflo - When **New Project** in ProjectManager then **Add Project Section** in Hubflo - When **New Task** in ProjectManager then **Add Comment to a Task** in Hubflo 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 Hubflo and ProjectManager ## Triggers and actions 18 triggers · 71 actions - Trigger **Client Invited to Portal** Triggers when a new invitation to the portal is created. - Trigger **Company Updated** Triggers when a company is updated. - Trigger **Message Sent** Triggers when a message is sent in a chatroom - Trigger **New Chatroom** Triggers when a new chatroom is created. - Trigger **New Comment on a Task** Triggers when a new comment is created on a task. - Trigger **New Company** Triggers when a new company is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New File Uploaded** Triggers when a new file is uploaded. - Trigger **New Folder** Triggers when a new folder is created. - Trigger **New Form** Triggers when a new form is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Proposal** Triggers when a new proposal is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Time Log** Triggers when a new time log is created. - Trigger **New Workspace** Triggers when a new workspace is created. - Action **Add a Participant to the Chatroom** Add a participant to the Chatroom. - Action **Add Comment to a Task** Adds a Comment to a Task. - Action **Add Embed to Workspace** Adds embed to workspace - Action **Add Link to Workspace** Adds link to workspace - Action **Add Project Section** Add a section with tasks to a project - Action **Create a File for a Task** Create a File for a Task. - Action **Create Company** Creates a Company - Action **Create Contact** Creates a Contact - Action **Create New Time Entry** Creates a New Time Entry - Action **Create Note** Creates a Note - Action **Create Project** Create a Project - Action **Create Proposal** Creates a proposal - Action **Create Task** Creates a Task - Action **Create Workspace** Creates a Workspace - Action **Create Workspace Folder** Add a new folder to a workspace. - Action **Create Workspace Note** Creates a Note in a Workspace - Action **Delete Workspace** Deletes a workspace - Irreversible - Action **Edit Time Entry** Edits a Particular Time Entry - Action **Find a Company** Retrieves a Company. - Action **Find a Form** Finds a Desired Form - Action **Find an Form Assignment** Finds an Assignment of a Form. - Action **Find Chatroom** Find chatroom from contacts. - Action **Find Contact** Finds a Contact by Email - Action **Find Content Items** Finds Content Items in a Organization. - Action **Find Project** Returns the projects matching a name, owner, client contact or workspace. - Action **Find Sections of a Project** Finds Sections of a Projects. - Action **Find the Form Assignments** Finds Assignments of a Form. - Action **Find the Tasks** FindsTasks or Subtasks. - Action **Find Workspace** Returns the workspaces matching a title, a workspace id or a project. - Action **Find Workspace Folder** Finds a Folder by Title in a Workspace - Action **Get Companies** Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name. - Action **Get Contacts** Get all your contacts - Action **Invite Contact to Workspace** Invite contact to a workspace - Action **List Task Comments** Lists all Comments of a Task. - Action **Retrieve a Comment of Task** Retrieves a Comment of Task. - Action **Retrieve a Task** Retrieves a Particular Task. - Action **Retrieve Chatroom Participants** Retrieve chatroom participants - Action **Retrieve Members** Retrieve members of an organization - Action **Retrieve Messages of a Chatroom** Retrieves messages from a given Chatroom. - Action **Send Form to a Client** Sends form to a client. - Action **Send Message in a Chatroom** Sends a Message in a Chatroom. - Action **Update Company** Updates a Company - Action **Update Contact** Updates a Contact - Action **Update Embed in Workspace** Updates embed in workspace - Action **Update Project** Updates a Project - Action **Update Task** Updates a Task - Action **Update Workspace** Updates a workspace. - Action **Update Workspace Folder** Updates a Workspace folder. - Trigger **New Project** Fires when a new project is created in the ProjectManager workspace. - Trigger **New Task** Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project - Trigger **New User** Fires when a new user (resource) is added to the ProjectManager workspace. - Action **Create Project** Create a new project in your workspace - Action **Create Task** Creates a new task within a specified project - Action **Create Timesheet Entry** Create 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 User** Add a new user/resource in your account - Action **Get Account Information** Returns information about the current user including home URL, email, user ID and workspace name - Action **Get Project Details** Get the details of one specific project - Action **Get Project Priorities** Gets a list of all the priorities which can be applied to a project - Action **Get Project Statuses** Get all the statuses which can be applied to a project - Action **Get Task Details** Get the details of one specific task, you will need to know the task's unique ID - Action **Get Task Fields** Get 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 Values** Get the value of each custom field applied to a specific task - Action **Get Task Priorities** Get 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 Details** Get the details of one specific user/resource - Action **Get User Roles** Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace. - Action **Search Projects** Search through your active projects using various criteria, 100 results max - Action **Search Tasks** Search for tasks across your entire account, using various criteria, 100 results max - Action **Search Users** Search for workspace users/resources using various criteria, 100 results max - Action **Update Project** Update an existing project, empty fields will remain unchanged - Action **Update Task** Update an existing task, empty fields will remain unchanged - Action **Update Task Field Value** Update the value of a custom field for a specific task - Action **Update Timesheet Entry** Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry - Action **Update User** Update an existing user/resource, empty fields will remain unchanged ## Each app on its own - [ **Hubflo** Hubflo is the all-in-one client portal suite to work with clients](https://apiant.ai/connections/hubflo) - [ **ProjectManager** ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to...](https://apiant.ai/connections/projectmanager) Reviews ## What our customers say ## More from Hubflo - [ **Hubflo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubflo-to-hubspot) - [ **Hubflo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hubflo-to-salesforce) - [ **Hubflo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hubflo-to-slack) - [ **Hubflo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hubflo-to-mailchimp) - [ **Hubflo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hubflo-to-stripe) - [ **Hubflo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hubflo-to-shopify) ## More into ProjectManager - [ **HubSpot to ProjectManager** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-projectmanager) - [ **Google Sheets to ProjectManager** Google Sheets](https://apiant.ai/connect/google-sheets-to-projectmanager) - [ **Gmail to ProjectManager** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-projectmanager) - [ **Google Calendar to ProjectManager** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-projectmanager) - [ **Google Drive to ProjectManager** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-projectmanager) - [ **Mailchimp to ProjectManager** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-projectmanager) Questions ## Hubflo and ProjectManager, answered ### ### What can start an automation from Hubflo? Any of Hubflo's 15 triggers in the catalog, including Company Updated, New Chatroom, New Comment on a Task and New Company. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ProjectManager when something happens in Hubflo? 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 Hubflo? Yes. When something happens in ProjectManager, your agent can act in Hubflo too. This page covers both directions: ProjectManager's triggers and Hubflo's actions are listed here as well. ### ### Do I have to build a connector for Hubflo 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.