Integration
Connect Resource Guru and Sortd for Gmail
When New or Updated Booking fires in Resource Guru, your agent runs Add contact in Sortd for Gmail, or New Task Created in Sortd for Gmail to Add task in Resource Guru. 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 Resource Guru and Sortd for Gmail 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Resource Guru and Sortd for Gmail can do together
From Resource Guru to Sortd for Gmail
When New or Updated Booking in Resource Guru
then Add contact in Sortd for Gmail
When New or Updated Client in Resource Guru
then Create Task in Sortd for Gmail
From Sortd for Gmail to Resource Guru
When New Task Created in Sortd for Gmail
then Add task in Resource Guru
When Task Completed in Sortd for Gmail
then Create Client in Resource Guru
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 Resource Guru and Sortd for Gmail
Triggers and actions 10 triggers · 50 actions
Trigger
New or Updated BookingTriggers when a new booking is created and/or a booking is updated.
Trigger
New or Updated ClientTriggers when a new client is created and/or a client is updated.
Trigger
New or Updated ProjectTriggers when a new project is created and/or when a project is updated.
Trigger
New or Updated ResourceTriggers when a new resource is created and/or when a resource is updated.
Trigger
New or Updated Time Off EventTriggers when a time off event is created and/or a time off event is updated.
Action
Add taskCreates a new task in a Resource Guru project phase. The task's dates may widen the phase's date range.
Action
Create BookingCreates a new booking for one or more resources in Resource Guru.
Action
Create ClientCreates a new client in a Resource Guru account.
Action
Create PhaseCreates a phase in a Resource Guru project.
Action
Create ProjectCreates a new project.
Action
Create ResourceCreates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.
Action
Create Time Off EventCreates a time off (downtime) event for one or more resources in Resource Guru.
Action
Delete bookingDeletes a booking, or a single date or set of occurrences of a repeating booking.
Action
Delete clientDeletes a client from a Resource Guru account.
Action
Delete projectDeletes a project from a Resource Guru account.
Action
Delete resourceDeletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.
Action
Delete time off eventDeletes a time off event (downtime) from a Resource Guru account.
Action
Get bookingGet one booking by id.
Action
Get clientReturns a specific client by its ID.
Action
Get PhaseReturns a single phase by its id.
Action
Get projectReturns a specific project by its id, including its client, team, activity types and custom field values.
Action
Get resourceReturns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.
Action
Get taskReturns one Resource Guru task with its phase, dates and estimate.
Action
Get time off eventReturns a single time off (downtime) event by its id.
Action
List bookingsList bookings.
Action
List clientsLists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.
Action
List projectsReturns every active project in a Resource Guru account, optionally including archived and deleted projects.
Action
List resourcesReturns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.
Action
List time off eventsLists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.
Action
List usersReturns every user on the Resource Guru account, both active and deleted.
Action
Update BookingUpdates an existing booking by ID.
Action
Update ClientUpdates an existing client in Resource Guru. Only the fields you fill in are changed.
Action
Update ProjectUpdate an existing project in Resource Guru. Only the fields you fill in are changed.
Action
Update ResourceUpdates an existing resource.
Action
Update Time Off EventUpdates a time off event.
Trigger
New Task CreatedTriggers when a new task is created on the chosen Sortd board.
Trigger
Task ArchivedTriggers when a task on the chosen Sortd board is archived.
Trigger
Task AssignedTriggers when a task on the chosen Sortd board is assigned to the given team member.
Trigger
Task CompletedTriggers when a task on the chosen Sortd board is marked complete.
Trigger
Task Moved to ListTriggers when a task arrives on the chosen Sortd list, whether created there or moved in.
Action
Add commentAdds a plain-text comment to a Sortd task, with optional @email mentions of board members.
Action
Add companyCreates a CRM company in a Sortd team, with optional type, stage, company details and tags.
Action
Add contactCreates a CRM contact in a Sortd team, optionally linked to an existing or new company.
Action
Archive taskArchives a Sortd task, moving its card off the board into the board's archive.
Action
Assign a TaskAssigns a Sortd task to a member of its board and returns the updated task.
Action
Complete TaskMarks a Sortd task as complete and returns the updated task.
Action
Create TaskCreates a new task on a Sortd list and returns it.
Action
Create Task From Gmail ThreadCreates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.
Action
Delete taskDeletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.
Action
Find contacts by criteriaSearches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.
Action
Get a Lists TasksReturns the tasks on a Sortd list.
Action
Get taskReturns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.
Action
List boardsReturns all boards owned by a Sortd team, with each board's id, name and type.
Action
List listsReturns the task lists (columns) on a Sortd board.
Action
Mark Task as IncompleteReopens a completed Sortd task and returns the updated task.
Action
Move a Task to a New ListMoves a Sortd task to another list (on the same or another board) and returns the updated task.
Action
Send emailComposes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.
Action
Unassign TaskClears the assignee on a Sortd task and returns the updated task.
Action
Update contactUpdates an existing CRM contact in Sortd, changing only the fields you fill in.
Action
Update taskUpdates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.
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
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Questions
Resource Guru and Sortd for Gmail, answered
What can start an automation from Resource Guru?
Any of Resource Guru's 5 triggers in the catalog, including New or Updated Booking, New or Updated Client, New or Updated Project and New or Updated Resource. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sortd for Gmail when something happens in Resource Guru?
Any of Sortd for Gmail's 20 actions, including Create Task, Create Task From Gmail Thread, Send email and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sortd for Gmail to Resource Guru?
Yes. When something happens in Sortd for Gmail, your agent can act in Resource Guru too. This page covers both directions: Sortd for Gmail's triggers and Resource Guru's actions are listed here as well.
Do I have to build a connector for Resource Guru or Sortd for Gmail?
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 Resource Guru and Sortd for Gmail 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.