--- title: "Connect ProjectManager and Vitally - APIANT.ai" description: "When \"New Project\" fires in ProjectManager, your agent runs \"Create Project From Template\" in Vitally." canonical: "https://apiant.ai/connect/projectmanager-to-vitally" --- # Connect ProjectManager and Vitally When **New Project** fires in [ProjectManager](https://apiant.ai/connections/projectmanager), your agent runs **Create Project From Template** in [Vitally](https://apiant.ai/connections/vitally), or **Customer Created** in Vitally 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 Vitally **8** triggers Vitally **19** 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 Vitally 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 Vitally can do together ### From ProjectManager to Vitally - When **New Project** in ProjectManager then **Create Project From Template** in Vitally - When **New Task** in ProjectManager then **Create Task** in Vitally ### From Vitally to ProjectManager - When **Customer Created** in Vitally then **Create Task** in ProjectManager - When **Custom Object Instance Created** in Vitally 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 Vitally ## Triggers and actions 11 triggers · 42 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 **Customer Created** Triggers when a new account (customer) is created in Vitally. - Trigger **Custom Object Instance Created** Triggers when a new instance of a custom object is created. - Trigger **Custom Object Instance Updated** Triggers when an instance of a custom object is created or updated. - Trigger **Note Created** Triggers when a new note is created in Vitally. - Trigger **NPS Response Created** Triggers when a new NPS response is recorded in Vitally. - Trigger **Organization Created** Triggers when a new organization is created in Vitally. - Trigger **Project Created** Triggers when a new project is created in Vitally. - Trigger **Task Created** Triggers when a new task is created in Vitally. - Action **Create Account** Creates an account (customer) in Vitally, identified by your own external ID. - Action **Create Note** Creates a note on an account or organization in Vitally. - Action **Create NPS Response** Records an NPS survey response from a user in Vitally. - Action **Create Organization** Creates an organization in Vitally, identified by your own external ID. - Action **Create Project From Template** Creates a project for an account or organization from a project template. - Action **Create Task** Creates a task on an account or organization in Vitally. - Action **Find a Customer** Returns a account by its Vitally ID or external ID. - Action **Find a Custom Object Instance** Finds a custom object instance by ID, external ID, linked account or a custom field value. - Action **Find a Note** Returns a note by its Vitally ID or external ID. - Action **Find a Organization** Returns a organization by its Vitally ID or external ID. - Action **Find a Task** Returns a task by its Vitally ID or external ID. - Action **Find a Teammate** Finds a Vitally team member by email address. - Action **Find a User** Finds a user by email address, external ID or email domain. - Action **Get Account Health Scores** Returns an account's health score and its breakdown. - Action **Update Customer Traits** Updates the name or traits of a account in Vitally; traits are merged with existing ones. - Action **Update Organization Traits** Updates the name or traits of a organization in Vitally; traits are merged with existing ones. - Action **Update Project Status** Changes a project's status in Vitally. - Action **Update Task** Updates a task in Vitally, for example to reassign or complete it. - Action **Update User Traits** Updates the name or traits of a user in Vitally; traits are merged with existing ones. ## 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) - [ **Vitally** Vitally is a customer success platform for high-growth B2B SaaS teams.](https://apiant.ai/connections/vitally) 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 Vitally - [ **HubSpot to Vitally** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vitally) - [ **Salesforce to Vitally** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vitally) - [ **Slack to Vitally** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vitally) - [ **Google Sheets to Vitally** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-vitally) - [ **Gmail to Vitally** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vitally) - [ **Google Calendar to Vitally** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vitally) Questions ## ProjectManager and Vitally, 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 Vitally when something happens in ProjectManager? Any of Vitally's 19 actions, including Create Account, Create Note, Create NPS Response and Create Organization. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vitally to ProjectManager? Yes. When something happens in Vitally, your agent can act in ProjectManager too. This page covers both directions: Vitally's triggers and ProjectManager's actions are listed here as well. ### ### Do I have to build a connector for ProjectManager or Vitally? 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 Vitally 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.