Integration
Connect WorkflowMax to Kiflo PRM
When Job Category Created fires in WorkflowMax, your agent runs Create Customer in Kiflo PRM. 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 Kiflo PRM 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 Kiflo PRM
When Job Category Created in WorkflowMax
then Create Customer in Kiflo PRM
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 Kiflo PRM
Triggers and actions 23 triggers · 41 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.
- Accept Deal
Accepts a deal in Kiflo and sets its status to Accepted, optionally adding a note.
- Accept Lead
Accepts a lead in Kiflo and sets its status to Accepted, optionally adding a note.
- Associate Customer to Deal
Links a customer to an existing deal — either an existing customer by ID, or a new customer created from the details you supply.
- Convert Lead to Customer
Converts a lead into a customer and marks the lead as Converted, returning the updated lead.
- Convert Lead to Deal
Converts a lead into a deal and sets the lead's status to Converted. Returns the updated lead, including the id of the new deal.
- Create Attachment
Downloads a file from a URL and attaches it to a Kiflo partner, deal, lead, note, payout, customer or collaboration.
- Create Channel Conflict
Records a channel conflict detected in an external source, such as your CRM, and makes it visible in Kiflo. Returns the created channel conflict.
- Create Customer
Creates a new customer in Kiflo, with your customer properties, and optionally associates it with a partner.
- Create Deal
Creates a new deal in Kiflo, optionally linking a contact, partners and custom deal properties.
- Create Lead
Creates a lead in Kiflo, optionally assigning it to a partner or recording the partner who sourced it.
- Create Note
Creates a note on an existing partner, lead, deal, customer or payout in Kiflo.
- Create Partner
Creates a new partner in Kiflo, optionally with its main contact, group, program level, onboarding stage and payout details.
- Create Transaction
Creates a transaction in Kiflo for an existing customer, optionally linked to a partner and a deal, and returns the new transaction.
- Find a Certification
Returns the certifications defined in your Kiflo account whose name contains the text you specify.
- Find a Contact
Returns the contacts whose chosen property exactly matches the value you specify.
- Find a Partner Application
Returns the partner applications that match a partner name, team member email, status or partner.
- Find a Partner Team Member
Returns the partner team members that match an email address, a partner, or both.
- Pay Payout
Marks a validated payout as paid in Kiflo and returns the updated payout. This records the payment and does not move any money.
- Refuse Deal
Refuses a deal in Kiflo and sets its status to Refused, optionally adding a note. Returns the refused deal.
- Refuse Lead
Refuses a lead in Kiflo and sets its status to Refused, optionally adding a note. Returns the updated lead.
- Reject a Partner Application
Rejects a partner application that is still pending, so the applicant does not become a partner. Returns the rejected application.
- Update Lead
Updates an existing lead's deadline, currency, assigned partner contact, owner and properties, and returns the updated lead.
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
WorkflowMax and Kiflo PRM, 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 Kiflo PRM when something happens in WorkflowMax?
Any of Kiflo PRM's 22 actions, including Create Attachment, Create Channel Conflict, Create Customer and Create Deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kiflo PRM to WorkflowMax?
Kiflo PRM has no triggers in the catalog today, so automations start in WorkflowMax. If you need the other direction, ask: your agent reads Kiflo PRM's API documentation and adds it.
Do I have to build a connector for WorkflowMax or Kiflo PRM?
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 Kiflo PRM 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.