Integration
Connect PPM Express and Salesloft
When Idea Created fires in PPM Express, your agent runs Add task in Salesloft, or Call Created or Updated in Salesloft to Create Project Task in PPM Express. 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 PPM Express and Salesloft 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 PPM Express and Salesloft can do together
From PPM Express to Salesloft
When Idea Created in PPM Express
then Add task in Salesloft
From Salesloft to PPM Express
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 Salesloft
Triggers and actions 17 triggers · 20 actions
- Idea Created
Triggers when a Idea is created.
- Key Date Created
Triggers when a Key Date is created.
- Key Date Updated
Triggers when a Key Date is updated.
- Project Created
Triggers when a Project is created.
- Project Updated
Triggers when a Project is updated.
- Task Created
Triggers when a Task is created.
- Task Deleted
Triggers when a Task is deleted.
- Task Updated
Triggers when a Task is updated.
- Create Idea
Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.
- Create Project
Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.
- Create Project Key Date
Creates a key date (milestone) on a PPM Express project and returns the new key date.
- Create Project Task
Creates a task in a PPM Express project with the field values you supply.
- Delete Project Task
Deletes a task from a PPM Express project.
- Update Idea
Updates the field values of an existing idea in PPM Express and returns the updated idea.
- Update Project
Updates the fields of an existing project, including custom fields, and returns the updated project.
- Update Project Key Date
Updates the field values of an existing key date in a PPM Express project.
- Update Project Task
Updates field values on an existing task in a PPM Express project and returns the updated task.
- Account Created, Updated or Deleted
Triggers when an account (company) is created or updated in Salesloft.
- Cadence Created, Updated or Deleted
Triggers when a cadence is created or updated in Salesloft.
- Call Created or Updated
Triggers when a call is created or updated in Salesloft.
- Meeting Created or Updated
Triggers when a meeting is created or updated in Salesloft.
- Note Created, Updated or Deleted
Triggers when a note is created or updated in Salesloft.
- Person Created, Updated or Deleted
Triggers when a person is created or updated in Salesloft.
- Step Created, Created/Updated or Deleted
Triggers when a cadence step is created or updated in Salesloft.
- Task Created, Completed or Deleted
Triggers when a task is created or updated in Salesloft.
- User Created or Updated
Triggers when a user is created or updated in Salesloft.
- Add note
Creates a note on a Salesloft person or account, optionally linked to a call.
- Add person to cadence
Adds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.
- Add task
Creates a call, email or general task in Salesloft for a person, assigned to a user.
- Create Person
Creates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.
- Delete person
Deletes a person from Salesloft. This cannot be undone without contacting Salesloft support.
- Find accounts by criteria
Finds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.
- Find Person
Finds people in Salesloft by email address. Returns the first match and the list of all matches.
- Find User
Finds users on your Salesloft team by name or email. Returns the first match and the list of all matches.
- Get person
Returns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.
- List cadences
Returns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.
- Remove person from cadence
Removes a person from a cadence by deleting their cadence membership.
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
PPM Express and Salesloft, 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 Salesloft when something happens in PPM Express?
Any of Salesloft's 11 actions, including Create Person, Add note, Add person to cadence and Add task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesloft to PPM Express?
Yes. When something happens in Salesloft, your agent can act in PPM Express too. This page covers both directions: Salesloft's triggers and PPM Express's actions are listed here as well.
Do I have to build a connector for PPM Express or Salesloft?
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 Salesloft 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.