Integration
Connect 800.com and Workbooks CRM
When Completed Call fires in 800.com, your agent runs Create Customer Order in Workbooks CRM, or New Case in Workbooks CRM to Create Contact in 800.com. 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 800.com and Workbooks CRM to do together?
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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 800.com and Workbooks CRM can do together
From 800.com to Workbooks CRM
When Completed Call in 800.com
then Create Customer Order in Workbooks CRM
When New Contact in 800.com
then Create Sales Lead in Workbooks CRM
From Workbooks CRM to 800.com
When New Case in Workbooks CRM
then Create Contact in 800.com
When New Organisation in Workbooks CRM
then Create Contact List in 800.com
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 800.com and Workbooks CRM
Triggers and actions 9 triggers · 44 actions
Trigger
Completed CallTriggers when a call on one of your 800.com numbers is completed.
Trigger
New ContactTriggers when a new contact is added to an 800.com company.
Trigger
Started CallTriggers when a call starts on one of your 800.com numbers.
Action
Add calendar eventCreates an event (appointment) on an 800.com calendar, optionally linked to a contact or call.
Action
Create ContactCreates a contact in an 800.com company.
Action
Create Contact ListCreates a contact list in an 800.com company.
Action
Delete ContactDeletes an 800.com contact.
Action
Delete contact listDeletes a contact list from your 800.com account.
Action
Find available numbersSearches 800.com for toll-free or local phone numbers available to purchase, optionally matching a vanity word or digits.
Action
Get call activityReturns the activity details of a call, including caller, recipient, duration, recording and marketing source attribution.
Action
Get ContactReturns one 800.com contact by ID.
Action
Get contact listReturns the details of a single 800.com contact list, including its name and contact count.
Action
Get conversationReturns one inbox conversation, including its recipient, number, contact, latest item and unread count.
Action
List calendarsReturns all booking calendars in an 800.com company, with their scheduling and notification settings.
Action
List callsReturns the calls on an 800.com company, optionally filtered by date range and call state.
Action
List CompaniesReturns the 800.com companies your account can access, with their IDs.
Action
List Contact ListsReturns the contact lists in an 800.com company.
Action
List ContactsReturns a page of contacts in an 800.com company.
Action
List conversation itemsReturns the calls, messages, voicemails, faxes and scheduled messages in an 800.com inbox conversation.
Action
List conversationsReturns the inbox conversations (calls, messages, voicemails, faxes) for an 800.com company, optionally filtered by type, date, recipient, status or search term.
Action
List number templatesReturns the number templates (call routing and notification setups) for an 800.com company, optionally filtered by search text or business unit.
Action
Remove contacts from listRemoves one or more contacts from an 800.com contact list and returns the updated list.
Action
Send MessageSends an SMS or MMS from one of your 800.com numbers.
Action
Update ContactUpdates fields on an 800.com contact; blank fields are left unchanged.
Action
Update contact listUpdates an 800.com contact list's name and, optionally, its member contacts.
Action
Update numberUpdates a phone number's settings in 800.com, such as its label, routing, recording, SMS and notification options.
Trigger
New CaseTriggers when a new support case is created in Workbooks.
Trigger
New OrganisationTriggers when a new organisation is created in Workbooks.
Trigger
New PersonTriggers when a new person is created in Workbooks.
Trigger
New Sales LeadTriggers when a new sales lead is created in Workbooks.
Trigger
Posted Credit NoteTriggers when a credit note in Workbooks is posted.
Trigger
Posted InvoiceTriggers when an invoice in Workbooks is posted.
Action
Create CaseCreates a new support case in Workbooks and returns its id and details.
Action
Create Customer OrderCreates a new customer order in Workbooks and returns its id and details.
Action
Create Marketing CampaignCreates a new marketing campaign in Workbooks and returns its id and details.
Action
Create Marketing Campaign MemberAdds a person, organisation or lead to a marketing campaign in Workbooks and returns the membership's id.
Action
Create Marketing Campaign Member StatusAdds a new member status (such as Invited or Attended) to a marketing campaign in Workbooks.
Action
Create OrganisationCreates a new organisation (company) in Workbooks and returns its id and details.
Action
Create PersonCreates a new person (contact) in Workbooks and returns its id and details.
Action
Create Sales LeadCreates a new sales lead in Workbooks and returns its id and details.
Action
Create TaskCreates a new task in Workbooks and returns its id and details.
Action
Find a Customer OrderFinds a customer order in Workbooks by its order reference and returns the first match.
Action
Find a Marketing CampaignFinds a marketing campaign in Workbooks by name and returns the first match.
Action
Find a Marketing Campaign MemberFinds a member of a marketing campaign in Workbooks by campaign and member id.
Action
Find a Marketing Campaign Member StatusFinds a member status of a marketing campaign in Workbooks by its name.
Action
Find an OrganisationFinds an organisation in Workbooks by name and returns the first match.
Action
Find a PersonFinds a person in Workbooks by email address and returns the first match.
Action
Find a Sales LeadFinds a sales lead in Workbooks by name and returns the first match.
Action
Update Customer OrderUpdates an existing customer order in Workbooks. Only the fields you fill in are changed.
Action
Update Marketing Campaign MemberUpdates an existing marketing campaign member in Workbooks, for example to change their member status.
Action
Update OrganisationUpdates an existing organisation in Workbooks. Only the fields you fill in are changed.
Action
Update PersonUpdates an existing person in Workbooks. Only the fields you fill in are changed.
Action
Update Sales LeadUpdates an existing sales lead in Workbooks. Only the fields you fill in are changed.
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
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Questions
800.com and Workbooks CRM, answered
What can start an automation from 800.com?
Any of 800.com's 3 triggers in the catalog, including Completed Call, New Contact and Started Call. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Workbooks CRM when something happens in 800.com?
Any of Workbooks CRM's 21 actions, including Create Case, Create Customer Order, Create Marketing Campaign and Create Marketing Campaign Member. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Workbooks CRM to 800.com?
Yes. When something happens in Workbooks CRM, your agent can act in 800.com too. This page covers both directions: Workbooks CRM's triggers and 800.com's actions are listed here as well.
Do I have to build a connector for 800.com or Workbooks CRM?
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 800.com and Workbooks CRM 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.