Integration
Connect WorkflowMax to Edgrapi
When Job Category Created fires in WorkflowMax, your agent runs Get filing document in Edgrapi. 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 WorkflowMax and Edgrapi 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)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 WorkflowMax can start in Edgrapi
When Job Category Created in WorkflowMax
then Get filing document in Edgrapi
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 WorkflowMax and Edgrapi
Triggers and actions 23 triggers · 30 actions
- Job Category Created
Triggers when a new job category is created in WorkflowMax.
- Job Cost Added
Triggers when a new cost is added to any job.
- Job Document Added
Triggers when a new document is added to the selected WorkflowMax job.
- Job Task Added
Triggers when a new task is added to a job in WorkflowMax.
- Job Task Completed
Triggers when a task on the selected job is marked completed.
- Job Task Updated
Triggers when a task on the chosen job is added or changed.
- Job Updated
Triggers when a job is created or any of its details change in WorkflowMax.
- List Job Tasks
Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
- New Client Created
Triggers when a new client is created in WorkflowMax.
- New Cost Created
Triggers when a new cost item is added to the WorkflowMax cost list.
- New Custom Field Created
Triggers when a new custom field definition is created in WorkflowMax.
- New Invoice Created
Triggers when a new invoice is created in WorkflowMax.
- New Job Created
Triggers when a new job is created in WorkflowMax.
- New Job Status
Triggers when a new job status is added to the WorkflowMax account.
- New Lead
Triggers when a new lead is added in WorkflowMax.
- New or Updated Quote
Triggers when a quote is created or an existing quote changes in WorkflowMax.
- New PO Bill Created
Triggers when a new bill is created against a purchase order in WorkflowMax.
- New Purchase Order Created
Triggers when a new purchase order is created in WorkflowMax.
- New Quote Accepted
Triggers when a quote in WorkflowMax is accepted.
- New Quote Issued
Triggers when a quote in WorkflowMax is in the Issued state.
- New Supplier Created
Triggers when a new supplier is created in WorkflowMax.
- New Task Created
Triggers when a new task type is created in WorkflowMax settings.
- New Timesheet Created
Triggers when a new timesheet entry is created in WorkflowMax.
- Create Client
Creates a new client in WorkflowMax.
- Create Cost Admin
Creates a cost item in the WorkflowMax cost settings list.
- Create Job
Creates a new job in WorkflowMax for a client.
- Create Job Cost
Adds a cost line to an existing WorkflowMax job.
- Create Job Task
Adds a task from your WorkflowMax task list to a job.
- Create Lead
Creates a new lead in WorkflowMax.
- Create Purchase Order
Creates a draft purchase order with one line for a job and supplier.
- Create Task Admin
Creates a task in your WorkflowMax task list, which can then be added to jobs.
- Create Timesheet
Logs time against a job task for a staff member.
- Find Account
Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
- Find Business Structure
Finds client business structures (such as Company or Sole Trader) whose name contains the text you give.
- Find Client
Finds clients whose name contains the text you give.
- Find Client Type
Finds client types in WorkflowMax whose name contains the text you supply.
- Find Job
Finds jobs whose name or job number contains the text you supply.
- Find Job Cost
Finds costs on a WorkflowMax job whose description or code contains the text you supply.
- Find Job Status
Finds job statuses in your WorkflowMax account whose name contains the text you give.
- Find Job Task
Finds the tasks on a job whose name or description contains the text you supply.
- Find Staff
Finds staff members in WorkflowMax whose name or email contains the text you supply.
- Find Tax
Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found.
- Find filings by full-text search
Search full text across SEC filings.
- Get filing document
Download a filing document by its SEC accession number.
- Get shares outstanding
Get shares outstanding and public float for a ticker.
- Get XBRL financials
Get a company's full XBRL financial data as JSON.
- List 8-K events
List material 8-K events for a ticker.
- List auditor changes
List market-wide 8-K auditor-change filings (item 4.01).
- List filings
List a company's SEC filings by form type (10-K, 10-Q, 8-K, Form 4).
- List Form D filings by issuer
List Form D private placement filings for a specific issuer.
- List Form D private placements
List market-wide recent Form D private placement filings.
- List restatements
List market-wide 8-K restatement filings (item 4.02).
- Resolve identifier to company
Resolve a ticker, CIK, or CUSIP to a company record.
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
Reviews
What our customers say
More from WorkflowMax
WorkflowMax to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
WorkflowMax to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
WorkflowMax to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
WorkflowMax to AnthropicAnthropic builds Claude, a family of large language models.
WorkflowMax to SupabaseSupabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...
WorkflowMax to ElevenLabsElevenLabs is an AI audio research and deployment company.
More into Edgrapi
HubSpot to EdgrapiHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to EdgrapiSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to EdgrapiSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to EdgrapiGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to EdgrapiGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to EdgrapiGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
WorkflowMax and Edgrapi, answered
What can start an automation from WorkflowMax?
Any of WorkflowMax's 23 triggers in the catalog, including Job Category Created, Job Cost Added, Job Document Added and Job Task Added. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Edgrapi when something happens in WorkflowMax?
Any of Edgrapi's 11 actions, including Find filings by full-text search, Get filing document, Get shares outstanding and Get XBRL financials. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Edgrapi to WorkflowMax?
Edgrapi has no triggers in the catalog today, so automations start in WorkflowMax. If you need the other direction, ask: your agent reads Edgrapi's API documentation and adds it.
Do I have to build a connector for WorkflowMax or Edgrapi?
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 WorkflowMax and Edgrapi 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.