--- title: "Connect ProProfs Project to TaxBandits - APIANT.ai" description: "When \"Completed Subtask\" fires in ProProfs Project, your agent runs \"Request W-9/W-8 by Email\" in TaxBandits." canonical: "https://apiant.ai/connect/proprofs-project-to-taxbandits" --- # Connect ProProfs Project to TaxBandits When **Completed Subtask** fires in [ProProfs Project](https://apiant.ai/connections/proprofs-project), your agent runs **Request W-9/W-8 by Email** in [TaxBandits](https://apiant.ai/connections/taxbandits). Describe the whole flow and it is built, tested on every scenario and kept running. ProProfs Project **7** triggers ProProfs Project **7** actions TaxBandits **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ProProfs Project and TaxBandits 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 ProProfs Project can start in TaxBandits - When **Completed Subtask** in ProProfs Project then **Request W-9/W-8 by Email** in TaxBandits - When **Completed Task** in ProProfs Project then **Create Business** in TaxBandits 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 ProProfs Project and TaxBandits ## Triggers and actions 7 triggers · 15 actions - Trigger **Completed Subtask** Triggers when a subtask is marked complete in ProProfs Project. - Trigger **Completed Task** Triggers when a task is marked complete in ProProfs Project. - Trigger **New Client** Triggers when a new client is added in ProProfs Project. - Trigger **New Event** Triggers when a new event is created in ProProfs Project. - Trigger **New Project** Triggers when a new project is created in ProProfs Project. - Trigger **New Subtask** Triggers when a new subtask is created in ProProfs Project. - Trigger **New Task** Triggers when a new task is created in ProProfs Project. - Action **Create Client** Creates a new client in ProProfs Project with its contact details. - Action **Create Event** Creates a calendar event in ProProfs Project, optionally linked to a project. - Action **Create Project** Creates a new project in ProProfs Project, optionally with a client, dates, pricing and assigned users or teams. - Action **Create Subtask** Creates a subtask under an existing task in ProProfs Project. - Action **Create Task** Creates a new task in a ProProfs Project project. - Action **Get Subtask** Returns the details of a single subtask, including its parent task, project, dates, progress and assigned users. - Action **Get Task** Returns a single task by its id, including its project, dates, status and assigned users. - Action **Create Business** Creates a new business (payer or employer) in TaxBandits and returns its BusinessId for use in W-9/W-8 requests and filings. - Action **Get Business** Returns the full details of one TaxBandits business (payer), identified by its Business ID, TIN or your Payer Reference. - Action **Get W-9/W-8 status** Returns the status of every W-9 and W-8 request sent to a recipient, including completed and in-progress forms and any TIN Matching result. - Action **List businesses** Returns the businesses (payers) created in your TaxBandits account within a date range. - Action **Request W-9/W-8 by Email** Emails a recipient a secure link to complete and e-sign their W-9 or W-8 form for one of your businesses. - Action **Request W-9/W-8 by text** Sends a text message to a recipient with a secure link to complete their W-9 or W-8 form, and returns the submission's status. - Action **Request W-9/W-8 by URL** Generates a unique secure URL where a recipient can complete their W-9 or W-8 form, which you can share or embed in your own app. - Action **Update Business** Updates the details of an existing business (payer) in TaxBandits, such as its name, tax ID, address or contact information. ## Each app on its own - [ **ProProfs Project** ProProfs Project is an online project management tool that also lets you collaborate with your team on the go.](https://apiant.ai/connections/proprofs-project) - [ **TaxBandits** TaxBandits is a trusted IRS-authorized e-filing solution that simplifies 1099, W-2, 94x, W-9, TIN Matching...](https://apiant.ai/connections/taxbandits) Reviews ## What our customers say ## More from ProProfs Project - [ **ProProfs Project to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/proprofs-project-to-salesforce) - [ **ProProfs Project to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/proprofs-project-to-slack) - [ **ProProfs Project to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/proprofs-project-to-stripe) - [ **ProProfs Project to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/proprofs-project-to-shopify) - [ **ProProfs Project to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/proprofs-project-to-quickbooks-online) - [ **ProProfs Project to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/proprofs-project-to-trello) ## More into TaxBandits - [ **HubSpot to TaxBandits** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-taxbandits) - [ **Salesforce to TaxBandits** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-taxbandits) - [ **Slack to TaxBandits** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-taxbandits) - [ **Google Sheets to TaxBandits** Google Sheets](https://apiant.ai/connect/google-sheets-to-taxbandits) - [ **Gmail to TaxBandits** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-taxbandits) - [ **Google Calendar to TaxBandits** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-taxbandits) Questions ## ProProfs Project and TaxBandits, answered ### ### What can start an automation from ProProfs Project? Any of ProProfs Project's 7 triggers in the catalog, including Completed Subtask, Completed Task, New Client and New Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TaxBandits when something happens in ProProfs Project? Any of TaxBandits's 8 actions, including Create Business, Update Business, Get Business and Get W-9/W-8 status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TaxBandits to ProProfs Project? TaxBandits has no triggers in the catalog today, so automations start in ProProfs Project. If you need the other direction, ask: your agent reads TaxBandits's API documentation and adds it. ### ### Do I have to build a connector for ProProfs Project or TaxBandits? 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 ProProfs Project and TaxBandits 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.