Integration
Connect Aimfox and WorkflowMax
When Campaign Created fires in Aimfox, your agent runs Create Job Task in WorkflowMax, or Job Category Created in WorkflowMax to Add Note to Lead in Aimfox. 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 Aimfox and WorkflowMax to do together?
Ask the assistant
Connect your AI client
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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)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 Aimfox and WorkflowMax can do together
From Aimfox to WorkflowMax
When Campaign Created in Aimfox
then Create Job Task in WorkflowMax
When New Connection in Aimfox
then Create Lead in WorkflowMax
From WorkflowMax to Aimfox
When Job Category Created in WorkflowMax
then Add Note to Lead in Aimfox
When Job Cost Added in WorkflowMax
then Send Message to Conversation in Aimfox
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 Aimfox and WorkflowMax
Triggers and actions 27 triggers · 40 actions
Trigger
Account ConnectedTriggers when a new LinkedIn account is connected to your Aimfox workspace.
Trigger
Campaign CreatedTriggers when a new campaign is created in your Aimfox workspace.
Trigger
New ConnectionTriggers when a campaign target becomes a lead, for example by accepting your connection request.
Trigger
New ReplyTriggers when a new message arrives in one of your workspace's LinkedIn conversations.
Action
Add Company to BlacklistAdds a LinkedIn company to your workspace blacklist by its company page URL.
Action
Add Note to LeadAdds a note to a lead.
Action
Add Profile to BlacklistAdds a LinkedIn profile to your workspace blacklist so no campaign targets it.
Action
Find Account LimitsReturns a LinkedIn account's daily Connect and InMail limits and its warm-up settings.
Action
Find Blacklisted CompaniesReturns one page of the LinkedIn companies on your workspace blacklist.
Action
Find Blacklisted ProfilesSearches the LinkedIn profiles on your workspace blacklist and returns one page of matches.
Action
Find CampaignReturns one Aimfox campaign with its state, schedule and settings.
Action
Find Campaign Custom VariablesReturns the custom variables set for every target in a campaign.
Action
Find Campaign Custom Variables for a TargetReturns the custom variables set for one target in a campaign.
Action
Find CampaignsReturns the campaigns in your Aimfox workspace, optionally only inbound or outbound ones.
Action
Find Conversation MessagesReturns the messages in one LinkedIn conversation.
Action
Find ConversationsReturns the LinkedIn conversations in your workspace, newest first, optionally only unread ones.
Action
Find InteractionsReturns counts of outreach activity (connections sent and accepted, messages, InMails, replies, views) grouped by hour or day over a time range.
Action
Find LeadReturns everything Aimfox holds about one lead.
Action
Find Lead ConversationReturns the conversation URN for an account's conversation with a lead.
Action
Pause CampaignPauses an active Aimfox campaign.
Action
Read a ConversationMarks a LinkedIn conversation as read.
Action
Remove Profile From CampaignRemoves a LinkedIn profile from an Aimfox campaign.
Action
Resume CampaignStarts or resumes a paused Aimfox campaign.
Action
Send Message to ConversationSends a message into an existing LinkedIn conversation.
Action
Start ConversationStarts a LinkedIn conversation with a member from one of your accounts and sends the first message; reuses an existing conversation if there is one.
Trigger
Job Category CreatedTriggers when a new job category is created in WorkflowMax.
Trigger
Job Cost AddedTriggers when a new cost is added to any job.
Trigger
Job Document AddedTriggers when a new document is added to the selected WorkflowMax job.
Trigger
Job Task AddedTriggers when a new task is added to a job in WorkflowMax.
Trigger
Job Task CompletedTriggers when a task on the selected job is marked completed.
Trigger
Job Task UpdatedTriggers when a task on the chosen job is added or changed.
Trigger
Job UpdatedTriggers when a job is created or any of its details change in WorkflowMax.
Trigger
List Job TasksTriggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
Trigger
New Client CreatedTriggers when a new client is created in WorkflowMax.
Trigger
New Cost CreatedTriggers when a new cost item is added to the WorkflowMax cost list.
Trigger
New Custom Field CreatedTriggers when a new custom field definition is created in WorkflowMax.
Trigger
New Invoice CreatedTriggers when a new invoice is created in WorkflowMax.
Trigger
New Job CreatedTriggers when a new job is created in WorkflowMax.
Trigger
New Job StatusTriggers when a new job status is added to the WorkflowMax account.
Trigger
New LeadTriggers when a new lead is added in WorkflowMax.
Trigger
New or Updated QuoteTriggers when a quote is created or an existing quote changes in WorkflowMax.
Trigger
New PO Bill CreatedTriggers when a new bill is created against a purchase order in WorkflowMax.
Trigger
New Purchase Order CreatedTriggers when a new purchase order is created in WorkflowMax.
Trigger
New Quote AcceptedTriggers when a quote in WorkflowMax is accepted.
Trigger
New Quote IssuedTriggers when a quote in WorkflowMax is in the Issued state.
Trigger
New Supplier CreatedTriggers when a new supplier is created in WorkflowMax.
Trigger
New Task CreatedTriggers when a new task type is created in WorkflowMax settings.
Trigger
New Timesheet CreatedTriggers when a new timesheet entry is created in WorkflowMax.
Action
Create ClientCreates a new client in WorkflowMax.
Action
Create Cost AdminCreates a cost item in the WorkflowMax cost settings list.
Action
Create JobCreates a new job in WorkflowMax for a client.
Action
Create Job CostAdds a cost line to an existing WorkflowMax job.
Action
Create Job TaskAdds a task from your WorkflowMax task list to a job.
Action
Create LeadCreates a new lead in WorkflowMax.
Action
Create Purchase OrderCreates a draft purchase order with one line for a job and supplier.
Action
Create Task AdminCreates a task in your WorkflowMax task list, which can then be added to jobs.
Action
Create TimesheetLogs time against a job task for a staff member.
Action
Find AccountFinds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
Action
Find Business StructureFinds client business structures (such as Company or Sole Trader) whose name contains the text you give.
Action
Find ClientFinds clients whose name contains the text you give.
Action
Find Client TypeFinds client types in WorkflowMax whose name contains the text you supply.
Action
Find JobFinds jobs whose name or job number contains the text you supply.
Action
Find Job CostFinds costs on a WorkflowMax job whose description or code contains the text you supply.
Action
Find Job StatusFinds job statuses in your WorkflowMax account whose name contains the text you give.
Action
Find Job TaskFinds the tasks on a job whose name or description contains the text you supply.
Action
Find StaffFinds staff members in WorkflowMax whose name or email contains the text you supply.
Action
Find TaxFinds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found.
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
Aimfox and WorkflowMax, answered
What can start an automation from Aimfox?
Any of Aimfox's 4 triggers in the catalog, including Campaign Created, New Connection, New Reply and Account Connected. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WorkflowMax when something happens in Aimfox?
Any of WorkflowMax's 19 actions, including Create Client, Create Cost Admin, Create Job and Create Job Cost. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WorkflowMax to Aimfox?
Yes. When something happens in WorkflowMax, your agent can act in Aimfox too. This page covers both directions: WorkflowMax's triggers and Aimfox's actions are listed here as well.
Do I have to build a connector for Aimfox or WorkflowMax?
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 Aimfox and WorkflowMax 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.