Integration
Connect Moxie and ProdPad
When Client Created fires in Moxie, your agent runs Create Contact in ProdPad, or List Companies in ProdPad to Create & Optionally Send Invoice in Moxie. 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 Moxie and ProdPad 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Moxie and ProdPad can do together
From Moxie to ProdPad
When Client Created in Moxie
then Create Contact in ProdPad
From ProdPad to Moxie
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 Moxie and ProdPad
Triggers and actions 41 triggers · 34 actions
- Agreement Sent
Triggers when a proposal is sent either via link or email.
- Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
- Agreement Viewed
Triggers when a user views the proposal.
- Client Created
Triggers when a new client is created in Moxie.
- Client Deleted
Triggers when a client record is deleted in Moxie.
- Client Updated
Triggers when a client record is updated in Moxie.
- Form Completed
Triggers when a form is completed.
- Invoice Sent
Triggers when an invoice is sent in Moxie.
- Meeting Cancelled
Triggers when a meeting is cancelled
- Meeting Scheduled
Triggers when a new meeting is scheduled
- Meeting Updated
Triggers when a meeting is updated or rescheduled
- Opportunity Created
Triggered with a pipeline opportunity is created
- Opportunity Deleted
Triggered with a pipeline opportunity is deleted
- Opportunity Updated
Triggered with a pipeline opportunity is updated
- Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
- Project Completed
Triggers when a project is set to "complete" in Moxie.
- Project Created
Triggers when a new project is created in Moxie.
- Project Updated
Triggers when the settings for a project are updated.
- Task Approval
Triggers when a new Deliverable is ready for client approval.
- Task Created
Triggered when a Project Task is created
- Task Deleted
Triggered when a Project Task is deleted
- Task Updated
Triggered with a Project Task is updated.
- Ticket Closed
Triggers and a support ticket is closed
- Ticket Comment
Triggers when a comment is created on a ticket
- Ticket Created
Triggers when a new support ticket is created
- Ticket Deleted
Triggers when a support ticket is deleted
- Ticket Updated
Triggers when a support ticket is updated
- Time Worked Created
Triggers when a new time worked entry is created.
- Time Worked Deleted
Triggers when a time worked record is deleted.
- Time Worked Updated
Triggers when a time worked entry has been updated.
- Create Client
Creates a new client record in Hectic
- Create Expense
Records a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client.
- Create Opportunity
Create a new pipeline opportunity
- Create & Optionally Send Invoice
Creates an invoice for a client from the line items you supply, and emails it straight away when you fill in who to send it to. Left blank, the invoice is saved as a draft.
- Create or Update Calendar Event
Create or update a calendar event in Moxie
- Create Project
Create a project and optionally use a template
- Create Task
Create a task in the project management system
- Create Ticket
Create a Ticket for a client and contact
- Create Ticket Comment
Adds a comment (public or private) to an existing ticket.
- Create Time Worked
Creates a time worked entry
- Delete Calendar Event
Deletes a calendar event in Moxie by the external ID.
- Find a Client
Finds a client by either name or contact email address.
- List Companies
Triggers when a new company is added to your ProdPad account.
- List Contacts
Triggers when a new contact is added to ProdPad.
- List Feedback
Triggers when new feedback is added to ProdPad, newest first.
- List Idea Feedback
Triggers when new feedback is linked to a chosen idea.
- List Ideas
Triggers when a new idea is added to ProdPad.
- List Initiatives
Triggers when a new initiative is added to a ProdPad roadmap.
- List Objectives
Triggers when a new objective is added to the ProdPad account.
- List Personas
Triggers when a new persona is added to ProdPad.
- List Products
Triggers when a new product is added to ProdPad.
- List Tags
Triggers when a new tag is added to ProdPad.
- List User Stories
Triggers when a new user story is added to ProdPad.
- Add comment
Adds a comment to a ProdPad idea, feedback or initiative, or posts a reply to an existing comment.
- Add initiative
Creates a new initiative on a ProdPad product roadmap.
- Add key result
Creates a new key result under a ProdPad objective, optionally linked to initiatives.
- Add objective
Creates a new objective in ProdPad, optionally linked to a product.
- Add thought
Adds a Yea, Nay or Maybe thought, with an optional comment, to an idea or a piece of feedback in ProdPad on behalf of a user.
- Add user story
Creates a new user story on a ProdPad idea.
- Create Company
Creates a company in ProdPad's customer feedback module.
- Create Contact
Creates a contact (a customer who gives feedback) in ProdPad.
- Create Feedback
Adds a piece of customer feedback to ProdPad, linked to a contact.
- Create Idea
Creates a new idea in ProdPad.
- Find Company
Finds an existing company by name or external link, returning the first match.
- Find Contact
Finds an existing contact by email, name or external ID, returning the first match.
- Find Feedback
Finds feedback by its external ID or URL, returning the first match.
- Find Idea
Finds an existing idea by external ID, URL or tag, returning the first match.
- Get feedback
Returns a single piece of feedback by its ID, including the contact who gave it and its linked ideas, products, personas, tags and attachments.
- Get idea
Returns a ProdPad idea by its ID, optionally with its full details such as business case, comments, tags, products and user stories.
- Update Company
Updates an existing company in ProdPad.
- Update Contact
Updates an existing contact in ProdPad.
- Update Feedback
Updates the text or state of an existing piece of feedback.
- Update Idea Stage
Moves an idea to a different workflow stage in ProdPad.
- Update initiative
Updates an existing roadmap initiative in ProdPad, such as its title, description, roadmap column, state, target date, owner, and linked ideas, feedback, user stories and objectives.
- Update objective
Updates an objective's name, state, or linked product in ProdPad.
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
Moxie and ProdPad, answered
What can start an automation from Moxie?
Any of Moxie's 30 triggers in the catalog, including Client Created, Client Updated, Form Completed and Meeting Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ProdPad when something happens in Moxie?
Any of ProdPad's 22 actions, including Create Company, Create Contact, Create Feedback and Create Idea. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProdPad to Moxie?
Yes. When something happens in ProdPad, your agent can act in Moxie too. This page covers both directions: ProdPad's triggers and Moxie's actions are listed here as well.
Do I have to build a connector for Moxie or ProdPad?
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 Moxie and ProdPad 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.