Integration
Connect Meevo and ProjectManager
When Client Created fires in Meevo, your agent runs Create Task in ProjectManager, or New Project in ProjectManager to Update Client Contact Fields in Meevo. 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 Meevo and ProjectManager 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 Meevo and ProjectManager can do together
From Meevo to ProjectManager
When Client Created in Meevo
then Create Task in ProjectManager
When Client Updated in Meevo
then Update Task in ProjectManager
From ProjectManager to Meevo
When New Project in ProjectManager
then Update Client Contact Fields in Meevo
When New Task in ProjectManager
then Add Client Gallery Image in Meevo
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 Meevo and ProjectManager
Triggers and actions 5 triggers · 96 actions
Trigger
Client CreatedTriggers when a new client is added in Meevo.
Trigger
Client UpdatedTriggers when a client is added or their details change in Meevo.
Action
Add Client Gallery ImageInsert a single Image into client gallery in Meevo.
Action
Book Appointment ServiceCreate an appointment book service in Meevo.
Action
Cancel Booked ServiceCancel an appointment book service in Meevo.
Action
Check In Booked ServiceCheck-in an appointment book service in Meevo.
Action
Confirm AppointmentConfirm an appointment in Meevo.
Action
Count Active ClientsGet a count of the active clients in Meevo.
Action
Count Active EmployeesGet a count of the active employees in Meevo.
Action
Create ClientInsert a single client profile in Meevo.
Action
Create Client Visit NoteInsert a single client visit note on the client profile in Meevo.
Action
Find Client MembershipsGet details about client memberships according to criteria in Meevo.
Action
Find ClientsGet details about clients based on filter in Meevo.
Action
Find EmployeesGet employee details by Employee ID or email in Meevo.
Action
Find Gift Cards by NumberGet a list of gift cards by gift card numbers in Meevo.
Action
Find Services by IDGet detailed information about services by Ids in Meevo.
Action
Get AppointmentGet details about an appointment in Meevo.
Action
Get Appointment Cancellation ReasonGet details about an appointment cancellation reason in Meevo.
Action
Get Appointment CategoryGet details about an appointment category in Meevo.
Action
Get Booked ServiceGet details about a booked service in Meevo.
Action
Get Business InformationGet basic information about the business in Meevo.
Action
Get ClientGet details about a single client in Meevo.
Action
Get Client Membership StatusGet the status of a single client membership in Meevo.
Action
Get Client PointsGet number of points and point value for a given client id in Meevo.
Action
Get Client User-Defined FieldsGet the active UDFs by clients in Meevo.
Action
Get EmployeeGet details about a single employee in Meevo.
Action
Get Employee SecurityGet employee's security in Meevo.
Action
Get Employee Service PricingGet the specified employee's pricing for the specified service in Meevo.
Action
Get Enum ValuesGet available values for a specific enum by searching for potential value or enum name in Meevo.
Action
Get Gift Card TypeGet details about a single gift card type definition in Meevo.
Action
Get Latest Entity ChangeRequest a single changed entity entry for a given entity type and ID in Meevo.
Action
Get LocationGet details about a single location in Meevo.
Action
Get MembershipGet details about a single membership definition in Meevo.
Action
Get PackageGet details about a single package definition in Meevo.
Action
Get ProductGet details about a single product definition in Meevo.
Action
Get Product CategoryGet details about a product category, including all subcategories in Meevo.
Action
Get ServiceGet details about a single service definition in Meevo.
Action
List Appointment Cancellation ReasonsGet a list of appointment cancellation reasons in Meevo.
Action
List Appointment CategoriesGet a list of appointment categories in Meevo.
Action
List Appointment ServicesGet a list of services for a booked appointment in Meevo.
Action
List Client Booked ServicesGet a list of services for a client in Meevo.
Action
List Client Gift CardsGet a pageable list of gift cards owned by the defined client in Meevo.
Action
List Client PackagesGet packages owned by the defined client in Meevo.
Action
List ClientsGet a pageable list of clients in Meevo.
Action
List Client Sale HistoryGet a pageable list of client sale history in Meevo.
Action
List Client TypesGet a pageable list of client types in Meevo.
Action
List Client Visit NotesGet a pageable list of a client's visit notes in Meevo.
Action
List eGiftsGet a list of eGifts by IDs in Meevo.
Action
List EmployeesGet a pageable list of employees in Meevo.
Action
List Employee ServicesGet a pageable list of services the employee is configured to perform in Meevo.
Action
List Entity ChangesRequest a page of changes for a given entity type in Meevo.
Action
List Gift CardsGet a pageable list of gift cards by criteria in Meevo.
Action
List Gift Card TypesGet a list of gift card types in Meevo.
Action
List Image Gallery CategoriesGet a list of all active image categories for a location in Meevo.
Action
List LocationsGet a pageable list of locations in Meevo.
Action
List MembershipsGet a pageable list of membership definitions in Meevo.
Action
List PackagesGet details on all package definitions in Meevo.
Action
List Payment TypesGet a list of all payment types for a location in Meevo.
Action
List Product CategoriesGet a pageable list of product categories in Meevo.
Action
List ProductsGet a pageable list of products in Meevo.
Action
List Referral TypesGet a pageable list of referral types in Meevo.
Action
List Service Add-onsGet a list of available addons for a service with required and optional separation in Meevo.
Action
List Service CategoriesGet a pageable list of service categories in Meevo.
Action
List Service Employee PricingGet a list of what each employee charges for this service in Meevo.
Action
List ServicesGet a pageable list of services in Meevo.
Action
List Visit Note TypesGet a pageable list of visit note types in Meevo.
Action
Opt Appointment Out of ConfirmationSet the confirmation status to confirmation opt-out for this appointment only in Meevo.
Action
Record Appointment Contact AttemptSet the confirmation status to a contact attempt with message left in Meevo.
Action
Unconfirm AppointmentUnconfirm an appointment in Meevo.
Action
Update AppointmentUpdate an appointment in Meevo.
Action
Update Booked ServiceUpdate an appointment book service in Meevo.
Action
Update Booked Service (Bypass Conflicts)Update an appointment book service bypassing conflict checks in Meevo.
Action
Update ClientUpdate information about a single client in Meevo.
Action
Update Client Contact FieldsUpdate specific fields of a client profile in Meevo.
Action
Update Client Visit NoteUpdate a single client visit note on the client profile in Meevo.
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 Meevo
Meevo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Meevo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Meevo to StripeStripe is a payment processing platform for online businesses.
Meevo to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Meevo to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Meevo to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into ProjectManager
HubSpot to ProjectManagerHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ProjectManagerGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
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
Meevo and ProjectManager, answered
What can start an automation from Meevo?
Any of Meevo's 2 triggers in the catalog, including Client Created and Client Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ProjectManager when something happens in Meevo?
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 Meevo?
Yes. When something happens in ProjectManager, your agent can act in Meevo too. This page covers both directions: ProjectManager's triggers and Meevo's actions are listed here as well.
Do I have to build a connector for Meevo 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.
Can my AI client use Meevo and ProjectManager 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.