Integration
Connect Apizeal to When I Work
When Contact Created fires in Apizeal, your agent runs Create User in When I Work. 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 Apizeal and When I Work 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)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 Apizeal can start in When I Work
When Contact Created in Apizeal
then Create User in When I Work
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 Apizeal and When I Work
Triggers and actions 6 triggers · 39 actions
- Contact Created
Triggers when a new contact (not a lead) is added in Apizeal.
- Lead Created
Triggers when a new lead is added in Apizeal.
- Policy Created
Triggers when a new insurance policy is added in Apizeal.
- Policy Status Updated
Triggers when a policy's status changes in Apizeal.
- Task Created
Triggers when a new task is added in Apizeal.
- Task Status Updated
Triggers when a task's status changes in Apizeal.
- Find Contact
Finds contacts and leads by name, email, phone or creation date.
- Find Task
Finds tasks by status, related contact or policy, or due date range.
- Get Contact
Returns one contact (or lead) by its ID, with address, employment and agent.
- Get Medical Appointment
Returns one of a contact's medical appointments by its ID.
- Get Policy
Returns one insurance policy by its ID, with its carrier, plan, premium and holder.
- Get Policy Members
Returns the members (holder, applicants and dependents) of a policy.
- Get Task
Returns one task by its ID, with its status, due date and assignees.
- List Carriers
Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.
- List Contact Notes
Lists the notes on a contact.
- List Contact Policies
Lists the policies a contact holds or belongs to.
- List Contact Reminders
Lists the reminders on a contact.
- List Medical Appointments
Lists a contact's medical appointments.
- List Policies
Lists insurance policies, optionally filtered by code, effective date or submitted date.
- List Policy Notes
Lists the notes on a policy.
- List Policy Reminders
Lists the reminders on a policy.
- List Policy Statuses
Returns the policy statuses defined in your Apizeal organization, each with its ID and name.
- List Product Types
Returns the product types defined in your Apizeal organization, each with its ID and name.
- Add location
Creates a new schedule (location) in the When I Work account and returns the created schedule.
- Add position
Creates a position, such as Dishwasher or Server, in the When I Work account.
- Add time entry
Creates a time entry on a user's timesheet in When I Work and returns the new entry.
- Add time off request
Creates a time off request for a user, covering a start and end time, with an optional time off type and paid hours.
- Clock in
Clocks a user in, starting a time entry for them. Returns the time entry, the user and the punches recorded on it.
- Clock out
Clocks a When I Work user out and returns the time entry the clock-out belongs to.
- Create User
Creates a new user in the When I Work account and returns the created user, optionally sending them an invitation.
- Delete shift
Deletes a shift by its ID, optionally notifying the assigned user and removing later shifts in a repeating series. This cannot be undone.
- Delete user
Deletes a user from the When I Work account, optionally deleting their future shifts as well. When I Work allows this to be reversed.
- Get account
Returns the When I Work account for the connected login, including its company name, plan status, enabled features and settings. For a parent account, also returns its child accounts.
- Get shift
Returns a single shift by its ID, including its breaks and any repeating series it belongs to. An error occurs if the shift is not found.
- Get user
Returns a single When I Work user by ID, including their contact details, role, positions, schedules and pay information.
- List locations
Returns all the schedules (locations) in the When I Work account, optionally only those not yet confirmed.
- List positions
Returns all the positions in the When I Work account, optionally including deleted ones.
- List shifts
Returns the shifts in a date range, optionally narrowed to a user or schedule, and optionally including open, unpublished or repeating shifts.
- List sites
Returns all the sites in the When I Work account, optionally including deleted sites.
- List time entries
Returns the time entries (timesheet records) in a date range, optionally limited to specific users, entries still clocked in, or entries updated since a given time.
- List time off requests
Returns the time off requests that fall within a date range, optionally narrowed by user, schedule, status or type.
- List users
Returns the users in the When I Work account, optionally narrowed by schedule or by a search on name or email, and optionally including pending or deleted users.
- Publish shifts
Publishes a group of shifts so they become visible on the schedule, and returns the shifts that were published. It does not notify the assigned users.
- Update shift
Updates an existing shift on the schedule, such as its times, assigned user, position, breaks or notes, and returns the updated shift.
- Update user
Updates an existing user's contact details, role, positions, schedules, pay and access settings, and can reactivate a deleted user. Returns the updated user.
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 Apizeal
Apizeal to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Apizeal to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Apizeal to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Apizeal to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Apizeal to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Apizeal to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into When I Work
ClickUp to When I WorkClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Questions
Apizeal and When I Work, answered
What can start an automation from Apizeal?
Any of Apizeal's 6 triggers in the catalog, including Contact Created, Lead Created, Policy Created and Policy Status Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in When I Work when something happens in Apizeal?
Any of When I Work's 22 actions, including Create User, Update shift, Update user and Add location. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from When I Work to Apizeal?
When I Work has no triggers in the catalog today, so automations start in Apizeal. If you need the other direction, ask: your agent reads When I Work's API documentation and adds it.
Do I have to build a connector for Apizeal or When I Work?
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 Apizeal and When I Work 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.