--- title: "Connect ProjectManager and Reply - APIANT.ai" description: "When \"New Project\" fires in ProjectManager, your agent runs \"Add contact list\" in Reply, or \"New Email Opened\" in Reply to \"Create Task\" in ProjectManager." canonical: "https://apiant.ai/connect/projectmanager-to-reply" --- # Connect ProjectManager and Reply When **New Project** fires in [ProjectManager](https://apiant.ai/connections/projectmanager), your agent runs **Add contact list** in [Reply](https://apiant.ai/connections/reply), or **New Email Opened** in Reply to **Create Task** in ProjectManager. Describe the whole flow and it is built, tested on every scenario and kept running. ProjectManager **3** triggers ProjectManager **23** actions Reply **7** triggers Reply **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ProjectManager and Reply 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 ProjectManager and Reply can do together ### From ProjectManager to Reply - When **New Project** in ProjectManager then **Add contact list** in Reply - When **New Task** in ProjectManager then **Add note to contact** in Reply ### From Reply to ProjectManager - When **New Email Opened** in Reply then **Create Task** in ProjectManager - When **New Emails Sent** in Reply then **Update Task** in ProjectManager 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 Reply ## Triggers and actions 10 triggers · 39 actions - Trigger **New Project** Fires when a new project is created in the ProjectManager workspace. - Trigger **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 - Trigger **New User** Fires when a new user (resource) is added to the ProjectManager workspace. - Action **Create Project** Create a new project in your workspace - Action **Create Task** Creates a new task within a specified project - Action **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. - Action **Create User** Add a new user/resource in your account - Action **Get Account Information** Returns information about the current user including home URL, email, user ID and workspace name - Action **Get Project Details** Get the details of one specific project - Action **Get Project Priorities** Gets a list of all the priorities which can be applied to a project - Action **Get Project Statuses** Get all the statuses which can be applied to a project - Action **Get Task Details** Get the details of one specific task, you will need to know the task's unique ID - Action **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 - Action **Get Task Field Values** Get the value of each custom field applied to a specific task - Action **Get Task Priorities** Get 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 Details** Get the details of one specific user/resource - Action **Get User Roles** Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace. - Action **Search Projects** Search through your active projects using various criteria, 100 results max - Action **Search Tasks** Search for tasks across your entire account, using various criteria, 100 results max - Action **Search Users** Search for workspace users/resources using various criteria, 100 results max - Action **Update Project** Update an existing project, empty fields will remain unchanged - Action **Update Task** Update an existing task, empty fields will remain unchanged - Action **Update Task Field Value** Update the value of a custom field for a specific task - Action **Update Timesheet Entry** Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry - Action **Update User** Update an existing user/resource, empty fields will remain unchanged - Trigger **Inbox Category Set for Reply** Triggers when an email reply in Reply is given an inbox category, automatically or by a user. - Trigger **New Email Opened** Triggers when a contact opens a tracked email sent from Reply. - Trigger **New Emails Sent** Triggers when Reply sends an email from a sequence step. - Trigger **New Link Clicked** Triggers when a recipient clicks a tracked link in an email sent from Reply. - Trigger **New Person Bounce** Triggers when an email sent from Reply bounces or is rejected by the recipient's mail server. - Trigger **New Person Opt Out** Triggers when a contact opts out of outreach in Reply (unsubscribe link, manual opt-out, or marked Do Not Contact). - Trigger **Prospect Finished** Triggers when a contact's participation in a Reply sequence ends — completed, replied, bounced, opted out, or finished manually. - Action **Add contact list** Creates a new contact list in Reply, optionally shared with your team. - Action **Add note to contact** Adds a note to a contact's timeline in Reply. - Action **Add sequence** Creates a new sequence in Reply with its steps, schedule, sending accounts and settings. - Action **Create\Update Person** Creates a Reply contact, or updates the existing contact with the same email address. - Action **Delete contact** Deletes a contact from your Reply account. - Action **Find contacts by criteria** Returns the contacts that match a search term and/or field rules, optionally scoped to a contact list, sequence or sequence step. - Action **Get contact** Returns one Reply contact by its id, including profile details, owner, opt-out, call and meeting status, stage and custom fields. - Action **Get sequence** Returns one sequence in full: name, status, owner, schedule, settings, connected email and LinkedIn accounts, and its steps. - Action **List contact lists** Returns the contact lists you own plus those shared with your team, optionally filtered by name. - Action **List contacts** Returns your Reply contacts, optionally narrowed to one email address or LinkedIn profile URL. - Action **List inbox categories** Returns the inbox categories you can file conversations under. - Action **List Sequence Contacts** Returns the contacts enrolled in a sequence, with each contact's status, current step, added date, opt-out and call status. - Action **List sequences** Returns the sequences in your Reply account, optionally filtered by status, owner, folder, archive state or name. - Action **Mark as Finished** Marks one or more contacts as finished in every sequence they are in, so they receive no further sequence steps. - Action **Remove Person From Campaign** Removes a contact from a sequence so they stop progressing through it. The contact and their history stay in your Reply account. - Action **Send Test Webhook Event** Sends a test event from an existing Reply webhook subscription to its configured URL. ## Each app on its own - [ **ProjectManager** ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to...](https://apiant.ai/connections/projectmanager) - [ **Reply** Reply is a sales automation platform that puts outreach on autopilot, while still making each communication...](https://apiant.ai/connections/reply) Reviews ## What our customers say ## More from ProjectManager - [ **ProjectManager to World News Api** REST API for searching global news articles with entity extraction, sentiment analysis, and geolocation...](https://apiant.ai/connect/projectmanager-to-world-news-api) - [ **ProjectManager to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/projectmanager-to-salesforce) - [ **ProjectManager to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/projectmanager-to-slack) - [ **ProjectManager to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/projectmanager-to-stripe) - [ **ProjectManager to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/projectmanager-to-shopify) - [ **ProjectManager to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/projectmanager-to-quickbooks-online) ## More into Reply - [ **HubSpot to Reply** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-reply) - [ **Google Sheets to Reply** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-reply) - [ **Gmail to Reply** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-reply) - [ **Google Calendar to Reply** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-reply) - [ **Google Drive to Reply** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-reply) - [ **Mailchimp to Reply** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-reply) Questions ## ProjectManager and Reply, 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 Reply when something happens in ProjectManager? Any of Reply's 16 actions, including Create\Update Person, Send Test Webhook Event, Add contact list and Add note to contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Reply to ProjectManager? Yes. When something happens in Reply, your agent can act in ProjectManager too. This page covers both directions: Reply's triggers and ProjectManager's actions are listed here as well. ### ### Do I have to build a connector for ProjectManager or Reply? 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 Reply 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.