# Connect ProjectManager to Support Board When **New Project** fires in [ProjectManager](https://apiant.ai/connections/projectmanager), your agent runs **Send Message** in [Support Board](https://apiant.ai/connections/support-board). Describe the whole flow and it is built, tested on every scenario and kept running. ProjectManager **3** triggers ProjectManager **23** actions Support Board **36** 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 Support Board to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 can start in Support Board - When **New Project** in ProjectManager then **Send Message** in Support Board - When **New Task** in ProjectManager then **Update Message** in Support Board 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 Support Board ## Triggers and actions 3 triggers · 59 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 - Action **Add Conversation** Creates a new conversation. - Action **Add Note** Adds a new note to a conversation. - Action **Add User** Create a new user in Support Board. - Action **Delete Message** Deletes an existing message. - Action **Delete Note** Deletes a note from a conversation. - Action **Delete User** Deletes a user and all linked conversations and messages. - Action **Delete Users** Deletes multiple users and all linked conversations and messages. - Action **Direct Message** Sends a direct chat message. - Action **Get Agents in Conversation** Returns an array with all the agents with at least one message in the conversation. - Action **Get Conversation** Returns a conversation and the messages of the conversation. - Action **Get Conversations** Returns all the conversations. Each conversation includes the last message of the conversation. - Action **Get External Setting** Returns an external setting. External settings are saved on a dedicated database row. - Action **Get Last Agent in Conversation** Returns the last agent who answered a conversation. - Action **Get Last Message** Returns the last message in a conversation. - Action **Get Multi Setting** Returns a subsetting of another setting. - Action **Get New Conversations** Returns the conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation. - Action **Get New Messages** Returns the messages of a conversation created after the given date/ID. - Action **Get New User Conversations** Returns the user conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation. - Action **Get Notes** Returns the internal notes of a conversation. - Action **Get Setting** Returns a setting saved in the Settings area. - Action **Get Settings** Returns an array with all the settings. - Action **Get User** Returns one user's details (name, email, type, extra details) by user ID via api.php function=get-user; returns false when the user does not exist. - Action **Get User Conversations** Returns the conversations of a user. Each conversation includes the last message of the conversation. - Action **Google Translate** Translates multiple strings via Google Translate. - Action **Login** Logins a user or agent. A user can log in in two ways: via email and password, or via user ID and token. The last value of the response is the encrypted login data ready to be stored in the sb-login cookie. Use the function SBF.loginCookie(response[1]); to store it. Returns false if login is unsuccessful. - Action **Push Notification** Sends a Push notification to an agent, a group of agents, or all agents. Push notifications must be enabled in the settings area. - Action **Search Conversations** Returns the conversations matching the search. - Action **Search User Conversations** Returns the conversations of the given user ID that matches the search terms. - Action **Send Message** Adds a new message to an existing conversation. - Action **Telegram Send Message** Sends a message to Telegram. - Action **Update Conversation Agent** Assigns or update the agent assigned to a conversation. - Action **Update Conversation Department** Updates the department of a conversation. - Action **Update Conversation Status** Updates the status code of a conversation. - Action **Update Message** Updates an existing message. - Action **Update User** Updates the details of an existing user. - Action **WhatsApp Send Message** Sends a message to a WhatsApp number. ## 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) - [ **Support Board** Support Board is a communication and chat platform powered by artificial intelligence-driven chatbots.](https://apiant.ai/connections/support-board) Reviews ## What our customers say ## More from ProjectManager - [ **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) - [ **ProjectManager to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/projectmanager-to-trello) ## More into Support Board - [ **HubSpot to Support Board** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-support-board) - [ **Salesforce to Support Board** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-support-board) - [ **Slack to Support Board** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-support-board) - [ **Google Sheets to Support Board** Google Sheets](https://apiant.ai/connect/google-sheets-to-support-board) - [ **Gmail to Support Board** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-support-board) - [ **Google Calendar to Support Board** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-support-board) Questions ## ProjectManager and Support Board, 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 Support Board when something happens in ProjectManager? Any of Support Board's 36 actions, including Send Message, Update Conversation Agent, Update Conversation Department and Update Conversation Status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Support Board to ProjectManager? Support Board has no triggers in the catalog today, so automations start in ProjectManager. If you need the other direction, ask: your agent reads Support Board's API documentation and adds it. ### ### Do I have to build a connector for ProjectManager or Support Board? 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. ### ### 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.