Integration
Connect Keap and PPM Express
When New Contact fires in Keap, your agent runs Create Project Task in PPM Express, or Idea Created in PPM Express to Add contact to campaign sequence in Keap. 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 Keap and PPM Express to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Keap and PPM Express can do together
From Keap to PPM Express
When New Contact in Keap
then Create Project Task in PPM Express
When Updated Contact in Keap
then Update Project Task in PPM Express
From PPM Express to Keap
When Idea Created in PPM Express
then Add contact to campaign sequence in Keap
When Key Date Created in PPM Express
then Add order in Keap
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 Keap and PPM Express
Triggers and actions 10 triggers · 45 actions
Trigger
New ContactPolling trigger: fires when a new contact is created in Keap.
Trigger
Updated ContactPolling trigger: fires when a contact is updated in Keap.
Action
Add contact to campaign sequenceAdds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.
Action
Add orderCreates a one-time order for a contact in Keap, with its order items.
Action
Add productCreates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.
Action
Apply Tag to ContactApply one or more tags to a contact.
Action
Create CompanyCreate a new company.
Action
Create ContactCreate a new Keap contact.
Action
Create Contact Custom FieldCreate a new custom field on the contact model.
Action
Create NoteCreate a note attached to a contact.
Action
Create OpportunityCreate a sales opportunity.
Action
Create TagCreate a new tag, optionally in a category.
Action
Create TaskCreate a task, optionally linked to a contact.
Action
Delete ContactDelete a Keap contact by ID.
Action
Delete noteDeletes a note from a Keap contact's record.
Action
Delete taskDeletes a task in Keap by its ID.
Action
Get companyReturns a single Keap company by its ID, including address, contact details and custom fields.
Action
Get ContactRetrieve a Keap contact by ID.
Action
Get Contact TagsList tags applied to a contact.
Action
Get noteReturns a single note on a Keap contact, including its title, text, type and assigned user.
Action
Get opportunityReturns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.
Action
Get orderReturns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.
Action
Get productReturns a single Keap product by its ID, including price, inventory, options and subscription plans.
Action
Get taskReturns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.
Action
List campaignsReturns the campaigns in your Keap account, optionally filtered by name and sorted.
Action
List CompaniesList companies.
Action
List Contact Custom FieldsRetrieve the contact model including custom fields.
Action
List ContactsList Keap contacts, optionally filtered by email.
Action
List notesReturns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.
Action
List productsReturns a list of products in your Keap account, optionally filtered by name.
Action
List TagsList all tags.
Action
List usersReturns the users of the Keap account, optionally filtered by email or name.
Action
Remove Tag from ContactRemove a tag from a contact.
Action
Send emailSends an email from a Keap user to one or more contacts.
Action
Update companyUpdates an existing company in Keap with the values you provide; fields left blank are not changed.
Action
Update ContactUpdate an existing Keap contact by ID.
Action
Update noteUpdates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.
Action
Update opportunityUpdates an existing opportunity in Keap, changing only the details you fill in.
Action
Update taskUpdates an existing task in Keap, changing only the details you provide.
Trigger
Idea CreatedTriggers when a Idea is created.
Trigger
Key Date CreatedTriggers when a Key Date is created.
Trigger
Key Date UpdatedTriggers when a Key Date is updated.
Trigger
Project CreatedTriggers when a Project is created.
Trigger
Project UpdatedTriggers when a Project is updated.
Trigger
Task CreatedTriggers when a Task is created.
Trigger
Task DeletedTriggers when a Task is deleted.
Trigger
Task UpdatedTriggers when a Task is updated.
Action
Create IdeaCreates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.
Action
Create ProjectCreates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.
Action
Create Project Key DateCreates a key date (milestone) on a PPM Express project and returns the new key date.
Action
Create Project TaskCreates a task in a PPM Express project with the field values you supply.
Action
Delete Project TaskDeletes a task from a PPM Express project.
Action
Update ProjectUpdates the fields of an existing project, including custom fields, and returns the updated project.
Action
Update Project Key DateUpdates the field values of an existing key date in a PPM Express project.
Action
Update Project TaskUpdates field values on an existing task in a PPM Express project and returns the updated task.
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
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Questions
Keap and PPM Express, answered
What can start an automation from Keap?
Any of Keap's 2 triggers in the catalog, including New Contact and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PPM Express when something happens in Keap?
Any of PPM Express's 8 actions, including Create Idea, Create Project, Create Project Key Date and Create Project Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PPM Express to Keap?
Yes. When something happens in PPM Express, your agent can act in Keap too. This page covers both directions: PPM Express's triggers and Keap's actions are listed here as well.
Do I have to build a connector for Keap or PPM Express?
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 Keap and PPM Express 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.