Integration
Connect PPM Express and Salesmsg
When Idea Created fires in PPM Express, your agent runs Add Tag to Contact in Salesmsg, or Contact Updated in Salesmsg 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 Salesmsg 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 PPM Express and Salesmsg can do together
From PPM Express to Salesmsg
When Idea Created in PPM Express
then Add Tag to Contact in Salesmsg
When Key Date Created in PPM Express
then Create or Update Contact in Salesmsg
From Salesmsg to PPM Express
When Contact Updated in Salesmsg
then Create Project Task in PPM Express
When New Contact in Salesmsg
then Update Project Task in 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 Salesmsg
Triggers and actions 13 triggers · 17 actions
Trigger
Idea CreatedTriggers when a Idea is created.
Trigger
Key Date CreatedTriggers when a Key Date is created.
Trigger
Key Date UpdatedTriggers when a Key Date is updated.
Trigger
Project CreatedTriggers when a Project is created.
Trigger
Project UpdatedTriggers when a Project is updated.
Trigger
Task CreatedTriggers when a Task is created.
Trigger
Task DeletedTriggers when a Task is deleted.
Trigger
Task UpdatedTriggers when a Task is updated.
Action
Create IdeaCreates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.
Action
Create ProjectCreates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.
Action
Create Project Key DateCreates a key date (milestone) on a PPM Express project and returns the new key date.
Action
Create Project TaskCreates a task in a PPM Express project with the field values you supply.
Action
Delete Project TaskDeletes a task from a PPM Express project.
Action
Update ProjectUpdates the fields of an existing project, including custom fields, and returns the updated project.
Action
Update Project Key DateUpdates the field values of an existing key date in a PPM Express project.
Action
Update Project TaskUpdates field values on an existing task in a PPM Express project and returns the updated task.
Trigger
Contact UpdatedTriggers when a contact in Salesmsg is created or updated.
Trigger
Missed Incoming Phone CallTriggers when an incoming phone call to your Salesmsg number is missed.
Trigger
New ContactTriggers when a new contact is created in Salesmsg.
Trigger
New Contact Opted-OutTriggers when a contact in Salesmsg is opted out of text messaging.
Trigger
New Phone Call ReceivedTriggers when a new incoming phone call is logged in Salesmsg call history.
Action
Add Tag to ContactAdds an existing tag to a Salesmsg contact.
Action
Create NoteCreates a note on a Salesmsg contact.
Action
Create or Update ContactCreates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.
Action
Find ContactFinds contacts whose name, email or phone number matches a search term.
Action
Find Salesmsg MemberSearches the members of your Salesmsg organization by name or email and returns the matches.
Action
Opt-Out a ContactOpts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact.
Action
Phone Number Lookup (PhoneCheckr)Looks up a phone number and returns its formatted form, country, carrier and line type.
Action
Remove Tag From ContactRemoves a tag from a Salesmsg contact.
Action
Send a Text Message (SMS / MMS)Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes.
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 Salesmsg, 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 Salesmsg when something happens in PPM Express?
Any of Salesmsg's 9 actions, including Create Note, Create or Update Contact, Send a Text Message (SMS / MMS) and Add Tag to Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesmsg to PPM Express?
Yes. When something happens in Salesmsg, your agent can act in PPM Express too. This page covers both directions: Salesmsg's triggers and PPM Express's actions are listed here as well.
Do I have to build a connector for PPM Express or Salesmsg?
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 Salesmsg 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.