Integration
Connect Keap and ProjectManager
When New Contact fires in Keap, your agent runs Create Task in ProjectManager, or New Project in ProjectManager 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 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 Keap and ProjectManager can do together
From Keap to ProjectManager
When New Contact in Keap
then Create Task in ProjectManager
From ProjectManager to 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 ProjectManager
Triggers and actions 5 triggers · 60 actions
- New Contact
Polling trigger: fires when a new contact is created in Keap.
- Updated Contact
Polling trigger: fires when a contact is updated in Keap.
- Add contact to campaign sequence
Adds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.
- Add order
Creates a one-time order for a contact in Keap, with its order items.
- Add product
Creates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.
- Apply Tag to Contact
Apply one or more tags to a contact.
- Create Company
Create a new company.
- Create Contact
Create a new Keap contact.
- Create Contact Custom Field
Create a new custom field on the contact model.
- Create Note
Create a note attached to a contact.
- Create Opportunity
Create a sales opportunity.
- Create Tag
Create a new tag, optionally in a category.
- Create Task
Create a task, optionally linked to a contact.
- Delete Contact
Delete a Keap contact by ID.
- Delete note
Deletes a note from a Keap contact's record.
- Delete task
Deletes a task in Keap by its ID.
- Get company
Returns a single Keap company by its ID, including address, contact details and custom fields.
- Get Contact
Retrieve a Keap contact by ID.
- Get Contact Tags
List tags applied to a contact.
- Get note
Returns a single note on a Keap contact, including its title, text, type and assigned user.
- Get opportunity
Returns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.
- Get order
Returns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.
- Get product
Returns a single Keap product by its ID, including price, inventory, options and subscription plans.
- Get task
Returns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.
- List campaigns
Returns the campaigns in your Keap account, optionally filtered by name and sorted.
- List Companies
List companies.
- List Contact Custom Fields
Retrieve the contact model including custom fields.
- List Contacts
List Keap contacts, optionally filtered by email.
- List notes
Returns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.
- List products
Returns a list of products in your Keap account, optionally filtered by name.
- List Tags
List all tags.
- List users
Returns the users of the Keap account, optionally filtered by email or name.
- Remove Tag from Contact
Remove a tag from a contact.
- Send email
Sends an email from a Keap user to one or more contacts.
- Update company
Updates an existing company in Keap with the values you provide; fields left blank are not changed.
- Update Contact
Update an existing Keap contact by ID.
- Update note
Updates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.
- Update opportunity
Updates an existing opportunity in Keap, changing only the details you fill in.
- Update task
Updates an existing task in Keap, changing only the details you provide.
- New Project
Fires when a new project is created in the ProjectManager workspace.
- 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
- New User
Fires when a new user (resource) is added to the ProjectManager workspace.
- Create Project
Create a new project in your workspace
- Create Task
Creates a new task within a specified project
- 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.
- Create User
Add a new user/resource in your account
- Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
- Get Project Details
Get the details of one specific project
- Get Project Priorities
Gets a list of all the priorities which can be applied to a project
- Get Project Statuses
Get all the statuses which can be applied to a project
- Get Task Details
Get the details of one specific task, you will need to know the task's unique ID
- 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
- Get Task Field Values
Get the value of each custom field applied to a specific task
- Get Task Priorities
Get all the priorities which can be applied to a task
- 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
- Get User Details
Get the details of one specific user/resource
- Get User Roles
Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.
- Search Projects
Search through your active projects using various criteria, 100 results max
- Search Tasks
Search for tasks across your entire account, using various criteria, 100 results max
- Search Users
Search for workspace users/resources using various criteria, 100 results max
- Update Project
Update an existing project, empty fields will remain unchanged
- Update Task
Update an existing task, empty fields will remain unchanged
- Update Task Field Value
Update the value of a custom field for a specific task
- Update Timesheet Entry
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
- Update User
Update 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
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Questions
Keap and ProjectManager, 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 ProjectManager when something happens in Keap?
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 Keap?
Yes. When something happens in ProjectManager, your agent can act in Keap too. This page covers both directions: ProjectManager's triggers and Keap's actions are listed here as well.
Do I have to build a connector for Keap 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.