--- title: "Connect Agiled and Waitwhile - APIANT.ai" description: "When \"Invoice Created\" fires in Agiled, your agent runs \"Add customer note\" in Waitwhile, or \"New customer\" in Waitwhile to \"Add Invoice\" in Agiled." canonical: "https://apiant.ai/connect/agiled-to-waitwhile" --- # Connect Agiled and Waitwhile When **Invoice Created** fires in [Agiled](https://apiant.ai/connections/agiled), your agent runs **Add customer note** in [Waitwhile](https://apiant.ai/connections/waitwhile), or **New customer** in Waitwhile to **Add Invoice** in Agiled. Describe the whole flow and it is built, tested on every scenario and kept running. Agiled **6** triggers Agiled **31** actions Waitwhile **1** trigger Waitwhile **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Agiled and Waitwhile to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Agiled and Waitwhile can do together ### From Agiled to Waitwhile - When **Invoice Created** in Agiled then **Add customer note** in Waitwhile - When **New CRM Stage** in Agiled then **Create Customer** in Waitwhile ### From Waitwhile to Agiled - When **New customer** in Waitwhile then **Add Invoice** in Agiled - When **New customer** in Waitwhile then **Create Contact** in Agiled 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 Agiled and Waitwhile ## Triggers and actions 7 triggers · 50 actions - Trigger **Invoice Created** Triggers when an invoice is created in Agiled. - Trigger **New CRM Stage** Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled. - Trigger **Product Created** Triggers when a product is created in Agiled. - Trigger **Project Created** Triggers when a new project is created in Agiled. - Trigger **Task Created** Triggers when a new task is created in Agiled. - Trigger **Ticket Created** Triggers when a ticket is created in Agiled. - Action **Add Invoice** Creates an invoice in Agiled. - Action **Add Product** Creates a product in Agiled's catalog. - Action **Add Project** Creates a project in Agiled. - Action **Create Contact** Creates a contact in Agiled CRM with a name, email and phone number. - Action **Create Estimate** Creates a new estimate (quote) in Agiled. - Action **Create Expense** Creates an expense in Agiled. - Action **Create Task** Creates a task in Agiled. - Action **Create Ticket** Creates a support ticket in Agiled. - Action **Delete Contact** Deletes a contact from Agiled by its id. - Action **Delete Contract** Deletes a contract (an Agiled document) by its id. - Action **Delete Estimate** Deletes an estimate in Agiled by its id. - Action **Delete Expense** Deletes an expense from Agiled by its id. - Action **Delete Product** Deletes a product from your Agiled catalog by its id. - Action **Delete Project** Deletes a project in Agiled by its id. - Action **Delete Task** Deletes a task in Agiled by its id. - Action **Delete Ticket** Deletes a support ticket in Agiled by its id. - Action **Edit Contact** Updates an existing contact's name, email or phone in Agiled. - Action **Edit Contract** Updates an existing contract document in Agiled, such as renaming it. - Action **Edit Estimate** Updates an existing estimate in Agiled, such as its name. - Action **Edit Expense** Updates an existing expense in Agiled. - Action **Edit Invoice** Updates an existing invoice in Agiled. - Action **Edit Product** Updates an existing product's name, SKU or price in Agiled. - Action **Edit Project** Updates an existing project's name, status or dates in Agiled. - Action **Edit Task** Updates an existing task's name, status or due date. - Action **Edit Ticket** Updates an existing ticket in Agiled. Only the fields you fill in are changed. - Action **Get Contacts** Returns contacts from your Agiled CRM, optionally filtered by email or full name. - Action **Get Contract** Returns one contract document by its id. - Action **Get Estimate** Returns one estimate by its id, with optional related records. - Action **Get Product** Returns one product by its id. - Action **Get Projects** Returns projects in your Agiled workspace, optionally filtered by name or status. - Action **Get Ticket** Returns one support ticket by its id, with optional related records. - Trigger **New customer** Triggered when a new customer is created in Waitwhile. - Action **Add customer note** Adds a note entry to a Waitwhile customer, optionally tied to a location or visit. - Action **Add location** Creates a new Waitwhile location, optionally copying users, resources, services, data fields and labels from an existing location, and returns the new location record. - Action **Add resource** Creates a resource, such as a staff member or room, at one or more Waitwhile locations and returns the new resource. - Action **Add service** Creates a new service in Waitwhile and makes it available at the locations you choose. Returns the service that was created. - Action **Create Customer** Creates a customer in Waitwhile from their name and contact details, and returns the new customer record. - Action **Create or Update a Visit** Creates a new visit at a Waitwhile location, or updates an existing visit when its id is supplied, and returns the resulting visit. - Action **Delete a Visit** Deletes a visit by its ID. - Action **Delete customer** Deletes a Waitwhile customer by ID. - Action **Fetch Customer** Returns one Waitwhile customer by id, including contact details, tags, locations, last visit information and metadata. - Action **Fetch Location** Returns a single Waitwhile location, with its address, hours, contact details and settings, by its id or short name. - Action **Fetch Resource** Returns one Waitwhile resource, such as a staff member or room, with its availability settings, locations and supported services. - Action **Fetch Service** Returns one Waitwhile service with its name, price, duration, availability settings, hours and locations. - Action **Fetch Visit** Returns a single Waitwhile visit by its id, including the customer's details, its state, timing and any custom data fields. - Action **Find User** Returns up to 100 Waitwhile users whose email address starts with the text you provide. - Action **Find visits by criteria** Returns the visits that match the criteria you specify, such as location, state, tag, customer, service, resource or date range. - Action **List booking slots** Returns the booking slots for a location within a date range, with the capacity, booked spots and available spots of each slot. - Action **Search for Customer** Returns the customers whose name, phone, email or customer identifier starts with the search text, optionally narrowed by location, visit state, tag or date range. - Action **Search for User** Returns the Waitwhile users whose email address starts with the text you provide, up to 100 users. - Action **Update customer** Updates an existing Waitwhile customer's name, contact details, tags, locations or metadata, and returns the updated customer. ## Each app on its own - [ **Agiled** Agiled is an all in one business management platform designed to help you manage employees, projects...](https://apiant.ai/connections/agiled) - [ **Waitwhile** Waitwhile is a leading waitlist and scheduling service that helps you improve your lines and create a...](https://apiant.ai/connections/waitwhile) Reviews ## What our customers say ## More from Agiled - [ **Agiled to ProcurementExpress.com** ProcurementExpress.com is a purchase order management app that eliminates company spending mistakes and...](https://apiant.ai/connect/agiled-to-procurementexpress-com) - [ **Agiled to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agiled-to-hubspot) - [ **Agiled to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agiled-to-salesforce) - [ **Agiled to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agiled-to-slack) - [ **Agiled to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/agiled-to-google-sheets) - [ **Agiled to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agiled-to-gmail) ## More into Waitwhile - [ **HubSpot to Waitwhile** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-waitwhile) - [ **Salesforce to Waitwhile** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-waitwhile) - [ **Slack to Waitwhile** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-waitwhile) - [ **Google Sheets to Waitwhile** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-waitwhile) - [ **Gmail to Waitwhile** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-waitwhile) - [ **Google Calendar to Waitwhile** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-waitwhile) Questions ## Agiled and Waitwhile, answered ### ### What can start an automation from Agiled? Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Waitwhile when something happens in Agiled? Any of Waitwhile's 19 actions, including Create Customer, Create or Update a Visit, Update customer and Add customer note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Waitwhile to Agiled? Yes. When something happens in Waitwhile, your agent can act in Agiled too. This page covers both directions: Waitwhile's triggers and Agiled's actions are listed here as well. ### ### Do I have to build a connector for Agiled or Waitwhile? 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 Agiled and Waitwhile 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.