Add ITM Platform to your AI agent
ITM Platform provides modern project, portfolio, task, service, financial, risk, and resource management APIs plus read-only DataMart analytics.
- Things your agent can do in ITM Platform
- 10
Things your AI can do in ITM Platform
Your FormWise AI can handle any of these in ITM Platform — on its own, without you needing to click a button.
Aggregate DataMart Components
Run a bounded read-only DataMart aggregation over project and service records for portfolio analytics.
Create Project
Create an ITM Platform project with its schedule and optional account-specific classification IDs. This changes customer data and has no v2 delete counterpart.
Create Task
Create a task in an ITM Platform project using account-defined type, priority, and status names.
Get Project
Return the full current details of one project by its ITM Platform project ID.
List Reference Data
List account-defined project or task statuses, priorities, or types needed to form valid project and task mutations.
Search DataMart Components
Search the read-only DataMart for project or service analytics records and return one offset-paginated page.
Search Projects
Search projects by account-specific filters and return one page of project summaries with a continuation cursor.
Search Tasks
Search tasks across accessible projects and return one page of task summaries with a continuation cursor.
Update Project
Update selected fields of an existing ITM Platform project and return the provider result. Verify important changes with Get Project.
Update Task
Update selected descriptive, scheduling, hierarchy, or custom fields on an existing ITM Platform project task. Verify important changes with Search Tasks.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once ITM Platform is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in ITM Platform, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches ITM Platform for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive ITM Platform work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect ITM Platform to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find ITM Platform in your connected apps
Inside FormWise, go to Settings → Connected Services and look for ITM Platform.
- 3
Hit "Connect"
Click "Connect ITM Platform" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in ITM Platform
Build a quick AI Agent (it's like writing instructions, not code), and pick the ITM Platform actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of ITM Platform for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your ITM Platform workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other ITM Platform users had before signing up
Do I need to know how to code?
Not even a little. If you can use ITM Platform today, you can set this up. You'll connect ITM Platform, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your ITM Platform login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect ITM Platform or delete everything any time.
What happens when ITM Platform updates their app?
We handle it. When ITM Platform adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting ITM Platform takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like ITM Platform — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About ITM Platform on FormWise
ITM Platform provides modern project, portfolio, task, service, financial, risk, and resource management APIs plus read-only DataMart analytics.
Connect ITM Platform once and your FormWise AI gets 10 things it can do inside it. That means your AI can handle the ITM Platform work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to ITM Platform? Take a look at itmplatform.com.
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Stop doing the ITM Platform work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.