--- title: "Connect PPM Express to Dext - APIANT.ai" description: "When \"Idea Created\" fires in PPM Express, your agent runs \"Get Client\" in Dext." canonical: "https://apiant.ai/connect/ppm-express-to-dext" --- # Connect PPM Express to Dext When **Idea Created** fires in [PPM Express](https://apiant.ai/connections/ppm-express), your agent runs **Get Client** in [Dext](https://apiant.ai/connections/dext). Describe the whole flow and it is built, tested on every scenario and kept running. PPM Express **8** triggers PPM Express **9** actions Dext **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PPM Express and Dext 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 PPM Express can start in Dext - When **Idea Created** in PPM Express then **Get Client** in Dext - When **Key Date Created** in PPM Express then **Get Client Activity Stats** in Dext 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 PPM Express and Dext ## Triggers and actions 8 triggers · 12 actions - Trigger **Idea Created** Triggers when a Idea is created. - Trigger **Key Date Created** Triggers when a Key Date is created. - Trigger **Key Date Updated** Triggers when a Key Date is updated. - Trigger **Project Created** Triggers when a Project is created. - Trigger **Project Updated** Triggers when a Project is updated. - Trigger **Task Created** Triggers when a Task is created. - Trigger **Task Deleted** Triggers when a Task is deleted. - Trigger **Task Updated** Triggers when a Task is updated. - Action **Create Idea** Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields. - Action **Create Project** Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio. - Action **Create Project Key Date** Creates a key date (milestone) on a PPM Express project and returns the new key date. - Action **Create Project Task** Creates a task in a PPM Express project with the field values you supply. - Action **Delete Project Task** Deletes a task from a PPM Express project. - Action **Update Idea** Updates the field values of an existing idea in PPM Express and returns the updated idea. - Action **Update Project** Updates the fields of an existing project, including custom fields, and returns the updated project. - Action **Update Project Key Date** Updates the field values of an existing key date in a PPM Express project. - Action **Update Project Task** Updates field values on an existing task in a PPM Express project and returns the updated task. - Action **Get Client** Returns one client's data-health detail: health score, VAT details, debtor metrics and bank reconciliation. - Action **Get Client Activity Stats** Returns a client's rolling annual, monthly-average and quarterly-average activity: turnover and counts of sales, bills, credits, journals and bank transactions. - Action **List Clients** Returns every practice client your Dext Precision token can see, with each client's health score and alert level. ## Each app on its own - [ **PPM Express** PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing...](https://apiant.ai/connections/ppm-express) - [ **Dext** Dext makes accountants and the businesses you look after more productive and profitable through better data...](https://apiant.ai/connections/dext) Reviews ## What our customers say ## More from PPM Express - [ **PPM Express to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ppm-express-to-salesforce) - [ **PPM Express to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ppm-express-to-slack) - [ **PPM Express to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ppm-express-to-stripe) - [ **PPM Express to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ppm-express-to-shopify) - [ **PPM Express to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ppm-express-to-quickbooks-online) - [ **PPM Express to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/ppm-express-to-trello) ## More into Dext - [ **HubSpot to Dext** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dext) - [ **Salesforce to Dext** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dext) - [ **Slack to Dext** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dext) - [ **Google Sheets to Dext** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-dext) - [ **Gmail to Dext** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dext) - [ **Google Calendar to Dext** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dext) Questions ## PPM Express and Dext, answered ### ### What can start an automation from PPM Express? Any of PPM Express's 8 triggers in the catalog, including Idea Created, Key Date Created, Key Date Updated and Project Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dext when something happens in PPM Express? Any of Dext's 3 actions, including Get Client, Get Client Activity Stats and List Clients. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dext to PPM Express? Dext has no triggers in the catalog today, so automations start in PPM Express. If you need the other direction, ask: your agent reads Dext's API documentation and adds it. ### ### Do I have to build a connector for PPM Express or Dext? 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 PPM Express and Dext 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.