Integration
Connect ProjectManager to Iterable
When New Project fires in ProjectManager, your agent runs Add email template in Iterable. 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 ProjectManager and Iterable 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 ProjectManager can start in Iterable
When New Project in ProjectManager
then Add email template in Iterable
When New Task in ProjectManager
then Send email in Iterable
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 ProjectManager and Iterable
Triggers and actions 3 triggers · 43 actions
Trigger
New ProjectFires when a new project is created in the ProjectManager workspace.
Trigger
New TaskTriggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project
Trigger
New UserFires when a new user (resource) is added to the ProjectManager workspace.
Action
Create ProjectCreate a new project in your workspace
Action
Create TaskCreates a new task within a specified project
Action
Create Timesheet EntryCreate 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 UserAdd a new user/resource in your account
Action
Get Account InformationReturns information about the current user including home URL, email, user ID and workspace name
Action
Get Project DetailsGet the details of one specific project
Action
Get Project PrioritiesGets a list of all the priorities which can be applied to a project
Action
Get Project StatusesGet all the statuses which can be applied to a project
Action
Get Task DetailsGet the details of one specific task, you will need to know the task's unique ID
Action
Get Task FieldsGet 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 ValuesGet the value of each custom field applied to a specific task
Action
Get Task PrioritiesGet 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 DetailsGet the details of one specific user/resource
Action
Get User RolesRetrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.
Action
Search ProjectsSearch through your active projects using various criteria, 100 results max
Action
Search TasksSearch for tasks across your entire account, using various criteria, 100 results max
Action
Search UsersSearch for workspace users/resources using various criteria, 100 results max
Action
Update ProjectUpdate an existing project, empty fields will remain unchanged
Action
Update TaskUpdate an existing task, empty fields will remain unchanged
Action
Update Task Field ValueUpdate the value of a custom field for a specific task
Action
Update Timesheet EntryUpdate an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
Action
Update UserUpdate an existing user/resource, empty fields will remain unchanged
Action
Add email templateCreates an email template, or updates every email template that already has the same client template ID.
Action
Add listCreates a new static list in Iterable and returns its id.
Action
Add user to listAdds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data.
Action
Create a UserCreates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply.
Action
Delete catalog itemDeletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear.
Action
Delete listDeletes a list from your Iterable project.
Action
Delete userDeletes an Iterable user by email address. Deletion is processed asynchronously.
Action
Get catalog itemReturns one item from an Iterable catalog, including all of its field values.
Action
Get email templateReturns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata.
Action
Get userReturns an Iterable user profile, including all its data fields, looked up by email address.
Action
List listsReturns all lists in the Iterable project, including their id, name and list type.
Action
Remove user from listRemoves a user, identified by email or user ID, from an Iterable static list.
Action
Send emailSends an email from an Iterable triggered campaign to a single user, identified by email address or user ID.
Action
Send push notificationSends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time.
Action
Send SMSSends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later.
Action
Track a PurchaseRecords a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet.
Action
Track EventRecords a custom event against an Iterable user profile, identified by email or user ID, with optional event data.
Action
Trigger campaignSends an existing triggered campaign to the members of one or more lists.
Action
Update a User's Shopping Cart ItemsReplaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet.
Action
Update user subscriptionsUpdates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one.
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
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Questions
ProjectManager and Iterable, answered
What can start an automation from ProjectManager?
Any of ProjectManager's 3 triggers in the catalog, including New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Iterable when something happens in ProjectManager?
Any of Iterable's 20 actions, including Create a User, Send email, Send push notification and Send SMS. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Iterable to ProjectManager?
Iterable has no triggers in the catalog today, so automations start in ProjectManager. If you need the other direction, ask: your agent reads Iterable's API documentation and adds it.
Do I have to build a connector for ProjectManager or Iterable?
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 ProjectManager and Iterable 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.