Integration
Connect ProjectManager and REsimpli
When New Project fires in ProjectManager, your agent runs Add Contact Details to Lead in REsimpli, or New Agent in REsimpli to Create Task in ProjectManager. 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 REsimpli 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 and REsimpli can do together
From ProjectManager to REsimpli
When New Project in ProjectManager
then Add Contact Details to Lead in REsimpli
From REsimpli to 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 REsimpli
Triggers and actions 7 triggers · 56 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
- New Agent
Triggers when a new agent is added in REsimpli.
- New Buyer
Triggers when a new buyer is added in REsimpli.
- New Lead
Triggers when a new lead is added in REsimpli.
- New Vendor
Triggers when a new vendor is added in REsimpli.
- Add Activity
Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli.
- Add Contact Details to Lead
Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead.
- Add Contact to Lead
Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact.
- Add Tags to Agent
Adds one or more existing agent tags to an agent in REsimpli.
- Add Tags to Buyer
Adds one or more existing buyer tags to a buyer in REsimpli.
- Add Tags to Lead
Adds one or more existing lead tags to a lead in REsimpli.
- Add Tags to Vendor
Adds one or more existing vendor tags to a vendor in REsimpli.
- Create Buyer
Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences.
- Create Lead
Creates a new lead (property and seller contact) in REsimpli and returns the created lead.
- Create Tag
Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more).
- Create Vendor
Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting.
- Delete Agent
Deletes an agent in REsimpli (soft delete).
- Delete Buyer
Deletes a buyer in REsimpli (soft-delete).
- Download File
Downloads a file stored on a REsimpli lead, buyer, vendor or agent record.
- Get Buyer
Returns the full details of a buyer in REsimpli.
- Get Vendor
Returns the full details of a vendor in REsimpli.
- List Activities
Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record.
- List Agents
Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area.
- List Buyers
Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states.
- List Call Logs
Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record.
- List Contacts
Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term.
- List Files
Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text.
- List Leads
Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call).
- List Vendors
Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas.
- Remove Contact from Lead
Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary.
- Remove Tags from Agent
Removes one or more tags from an agent in REsimpli.
- Remove Tags from Buyer
Removes one or more tags from a buyer in REsimpli.
- Remove Tags from Lead
Removes one or more tags from a lead in REsimpli.
- Update Agent Status
Moves an agent to another pipeline status in REsimpli, optionally completing open tasks.
- Update Buyer Status
Moves a buyer to another pipeline status in REsimpli.
- Update Custom Question Answers
Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept.
- Update Lead Status
Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks.
- Update Vendor Status
Moves a vendor to another pipeline status in REsimpli.
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
More from ProjectManager
ProjectManager to World News ApiREST API for searching global news articles with entity extraction, sentiment analysis, and geolocation...
ProjectManager to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ProjectManager to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ProjectManager to StripeStripe is a payment processing platform for online businesses.
ProjectManager to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
ProjectManager to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into REsimpli
HubSpot to REsimpliHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to REsimpliGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to REsimpliGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to REsimpliGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to REsimpliGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to REsimpliMailchimp marketing automation and email platform.
Questions
ProjectManager and REsimpli, 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 REsimpli when something happens in ProjectManager?
Any of REsimpli's 33 actions, including Create Buyer, Create Lead, Create Tag and Create Vendor. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from REsimpli to ProjectManager?
Yes. When something happens in REsimpli, your agent can act in ProjectManager too. This page covers both directions: REsimpli's triggers and ProjectManager's actions are listed here as well.
Do I have to build a connector for ProjectManager or REsimpli?
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 REsimpli 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.