Integration
Connect ProjectManager to Kartra
When New Project fires in ProjectManager, your agent runs Create New Lead in Kartra. 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 Kartra 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 Kartra
When New Project in ProjectManager
then Create New Lead in Kartra
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 Kartra
Triggers and actions 3 triggers · 46 actions
- New Project
Fires when a new project is created in the ProjectManager workspace.
- 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
- New User
Fires when a new user (resource) is added to the ProjectManager workspace.
- Create Project
Create a new project in your workspace
- Create Task
Creates a new task within a specified project
- 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.
- Create User
Add a new user/resource in your account
- Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
- Get Project Details
Get the details of one specific project
- Get Project Priorities
Gets a list of all the priorities which can be applied to a project
- Get Project Statuses
Get all the statuses which can be applied to a project
- Get Task Details
Get the details of one specific task, you will need to know the task's unique ID
- 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
- Get Task Field Values
Get the value of each custom field applied to a specific task
- Get Task Priorities
Get all the priorities which can be applied to a task
- 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
- Get User Details
Get the details of one specific user/resource
- Get User Roles
Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.
- Search Projects
Search through your active projects using various criteria, 100 results max
- Search Tasks
Search for tasks across your entire account, using various criteria, 100 results max
- Search Users
Search for workspace users/resources using various criteria, 100 results max
- Update Project
Update an existing project, empty fields will remain unchanged
- Update Task
Update an existing task, empty fields will remain unchanged
- Update Task Field Value
Update the value of a custom field for a specific task
- Update Timesheet Entry
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
- Update User
Update an existing user/resource, empty fields will remain unchanged
- Assign Tag to Lead
Assigns an existing tag to a lead, identified by email address.
- Cancel a Subscription
Cancels a recurring payment subscription, found by transaction ID or subscription ID.
- Cancel Lead Subscription to Calendar
Cancels a lead's booking in a calendar class.
- Create New Lead
Creates a new lead. Fails if a lead with that email already exists.
- Edit Lead
Updates an existing lead, found by lead ID or email address.
- Edit Subscription
Changes the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.
- Modify Subscription Status
Pauses, resumes or cancels a recurring payment subscription.
- Refund a Transaction
Refunds a payment transaction, in full or in part.
- Remove Points From a Lead
Deducts points from a lead's score.
- Retrieve All the Custom Fields in Your Account
Returns every custom field in the account, with its type and options.
- Retrieve All the Lists in Your Account
Returns the names of every list in the account.
- Retrieve All the Sequences in Your Account
Returns the names of every sequence in the account.
- Retrieve All the Tags in Your Account
Returns the names of every tag in the account.
- Retrieve Lead Details
Returns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.
- Retrieve Subscription Details
Returns the details of one recurring payment subscription.
- Retrieve Transaction Details
Returns the details of one payment transaction.
- Search Lead
Finds a lead by lead ID or email address and returns the lead's profile.
- Subscribe Lead to Calendar
Books a lead into a class on a Kartra calendar.
- Subscribe Lead to List
Subscribes a lead to an existing mailing list.
- Subscribe Lead to Sequence
Adds a lead to a sequence, starting at the given step.
- Unassign Tag From Lead
Removes a tag from a lead, identified by email address.
- Unsubscribe Lead From List
Unsubscribes a lead from a mailing list.
- Unsubscribe Lead From Sequence
Removes a lead from a sequence.
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
ProjectManager and Kartra, 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 Kartra when something happens in ProjectManager?
Any of Kartra's 23 actions, including Create New Lead, Assign Tag to Lead, Edit Lead and Edit Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kartra to ProjectManager?
Kartra has no triggers in the catalog today, so automations start in ProjectManager. If you need the other direction, ask: your agent reads Kartra's API documentation and adds it.
Do I have to build a connector for ProjectManager or Kartra?
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 Kartra 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.