--- title: "Connect Order Desk and ProjectManager - APIANT.ai" description: "When \"New Order Added\" fires in Order Desk, your agent runs \"Create Task\" in ProjectManager." canonical: "https://apiant.ai/connect/order-desk-to-projectmanager" --- # Connect Order Desk and ProjectManager When **New Order Added** fires in [Order Desk](https://apiant.ai/connections/order-desk), your agent runs **Create Task** in [ProjectManager](https://apiant.ai/connections/projectmanager), or **New Project** in ProjectManager to **Add Order Item** in Order Desk. Describe the whole flow and it is built, tested on every scenario and kept running. Order Desk **2** triggers Order Desk **16** 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 Order Desk and ProjectManager to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 Order Desk and ProjectManager can do together ### From Order Desk to ProjectManager - When **New Order Added** in Order Desk then **Create Task** in ProjectManager - When **Order Folder Changed** in Order Desk then **Update Task** in ProjectManager ### From ProjectManager to Order Desk - When **New Project** in ProjectManager then **Add Order Item** in Order Desk - When **New Task** in ProjectManager then **Add Order Note** in Order Desk 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 Order Desk and ProjectManager ## Triggers and actions 5 triggers · 39 actions - Trigger **New Order Added** Triggered when a new order is added in Order Desk. - Trigger **Order Folder Changed** Triggered when an order moves to a different folder in Order Desk. - Action **Add Order Item** Adds a line item to an existing order in Order Desk. - Action **Add Order Note** Adds a note to an order's history in Order Desk. - Action **Add Shipment** Records a shipment with tracking details against an order in Order Desk. - Action **Change Folder** Moves an order into a different folder in Order Desk. - Action **Change Tag** Sets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost. - Action **Create Inventory Item** Creates a product in the Order Desk store's inventory. - Action **Create New Order** Creates a new order in Order Desk with its line items, addresses and totals. - Action **Delete Inventory Item** Deletes a product from the Order Desk store's inventory. - Action **Delete Order** Deletes an order from Order Desk. - Action **Delete Order Item** Removes a line item from an order in Order Desk. - Action **Get Inventory Item** Returns one product from the Order Desk store's inventory, including its stock level and your own metadata. - Action **Get Order** Returns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata. - Action **List Orders** Returns orders from Order Desk, with optional folder, source, customer and date filters. - Action **Set Order Data** Updates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost. - Action **Set Order Item Data** Updates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost. - Action **Update Inventory Item** Updates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost. - 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 - [ **Order Desk** Order Desk's order management software allows you to customize your order management workflow.](https://apiant.ai/connections/order-desk) - [ **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 Order Desk - [ **Order Desk to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/order-desk-to-elevenlabs) - [ **Order Desk to Odoo CRM** Odoo is a powerful open source platform with dozens of apps to help you grow your business.](https://apiant.ai/connect/order-desk-to-odoo-crm) - [ **Order Desk to Writer** Writer is a generative AI platform built for the needs of companies and teams.](https://apiant.ai/connect/order-desk-to-writer) - [ **Order Desk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/order-desk-to-salesforce) - [ **Order Desk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/order-desk-to-slack) - [ **Order Desk to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/order-desk-to-stripe) ## 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 ## Order Desk and ProjectManager, answered ### ### What can start an automation from Order Desk? Any of Order Desk's 2 triggers in the catalog, including New Order Added and Order Folder Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ProjectManager when something happens in Order Desk? 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 Order Desk? Yes. When something happens in ProjectManager, your agent can act in Order Desk too. This page covers both directions: ProjectManager's triggers and Order Desk's actions are listed here as well. ### ### Do I have to build a connector for Order Desk 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 Order Desk 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.