# Connect Asana and WorkflowMax When **Completed task in project** fires in [Asana](https://apiant.ai/connections/asana), your agent runs **Create Job Task** in [WorkflowMax](https://apiant.ai/connections/workflowmax), or **Job Category Created** in WorkflowMax to **Add tag to task** in Asana. Describe the whole flow and it is built, tested on every scenario and kept running. Asana **10** triggers Asana **24** actions WorkflowMax **23** triggers WorkflowMax **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 Asana and WorkflowMax to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Asana and WorkflowMax can do together ### From Asana to WorkflowMax - When **Completed task in project** in Asana then **Create Job Task** in WorkflowMax - When **New comment on task** in Asana then **Create Task Admin** in WorkflowMax ### From WorkflowMax to Asana - When **Job Category Created** in WorkflowMax then **Add tag to task** in Asana - When **Job Cost Added** in WorkflowMax then **Add task to section** in Asana 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 Asana and WorkflowMax ## Triggers and actions 33 triggers · 43 actions - Trigger **Completed task in project** Triggered when any task is completed in the selected project. - Trigger **New comment on task** Triggered when any new comment is made to the selected task. - Trigger **New or updated task in project** Triggered when any task is added or updated in the specified project in the specified workspace. - Trigger **New project in workspace** Triggered when a new project is added to the selected workspace. - Trigger **New story on task** Triggered when any new story is made to the selected task. - Trigger **New tag in workspace** Triggered when a new tag is added to the selected workspace. - Trigger **New task assigned to you in workspace** Triggered when a task is assigned to you in the selected workspace. - Trigger **New team in workspace** Triggered when a new team is added to the selected workspace. - Trigger **New user** Triggered when a new user is created. - Trigger **New workspace** Triggered when a new workspace is created. - Action **Add attachment** Upload an attachment to a task. - Action **Add tag to task** Adds an existing tag to a task. - Action **Add task to section** Moves a task into a section of a project. - Action **Associate task to project** Associates a newly created task to a specified project in the specified workspace. - Action **Complete task** Marks a task as completed. - Action **Create new comment** Creates a new comment on the specified task. - Action **Create new project** Creates a new project in the specified workspace. - Action **Create new task** Creates a new task in a workspace or project. - Action **Create section in project** Creates a new section within a project. - Action **Create subtask** Creates a subtask under an existing parent task. - Action **Delete comment** Delete a comment (story) by gid. - Action **Delete project** Delete a project by gid. - Action **Delete task** Permanently deletes a task. - Action **Duplicate task** Creates a copy of an existing task. - Action **Find tasks in project** Returns the tasks belonging to a project. - Action **Get project** Fetch a single project by its gid. - Action **Get task by ID** Returns a single task's details by its ID. - Action **Get user** Fetch a single user by gid (or 'me'). - Action **List attachments** List attachments on a task. - Action **List projects** List projects in a workspace, optionally filtered by team. - Action **List users** List users in a workspace. - Action **Remove tag from task** Removes a tag from a task. - Action **Update project** Update a project's fields (name, notes, due date, etc). - Action **Update task** Updates an existing task's fields. - Trigger **Job Category Created** Triggers when a new job category is created in WorkflowMax. - Trigger **Job Cost Added** Triggers when a new cost is added to any job. - Trigger **Job Document Added** Triggers when a new document is added to the selected WorkflowMax job. - Trigger **Job Task Added** Triggers when a new task is added to a job in WorkflowMax. - Trigger **Job Task Completed** Triggers when a task on the selected job is marked completed. - Trigger **Job Task Updated** Triggers when a task on the chosen job is added or changed. - Trigger **Job Updated** Triggers when a job is created or any of its details change in WorkflowMax. - Trigger **List Job Tasks** Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job. - Trigger **New Client Created** Triggers when a new client is created in WorkflowMax. - Trigger **New Cost Created** Triggers when a new cost item is added to the WorkflowMax cost list. - Trigger **New Custom Field Created** Triggers when a new custom field definition is created in WorkflowMax. - Trigger **New Invoice Created** Triggers when a new invoice is created in WorkflowMax. - Trigger **New Job Created** Triggers when a new job is created in WorkflowMax. - Trigger **New Job Status** Triggers when a new job status is added to the WorkflowMax account. - Trigger **New Lead** Triggers when a new lead is added in WorkflowMax. - Trigger **New or Updated Quote** Triggers when a quote is created or an existing quote changes in WorkflowMax. - Trigger **New PO Bill Created** Triggers when a new bill is created against a purchase order in WorkflowMax. - Trigger **New Purchase Order Created** Triggers when a new purchase order is created in WorkflowMax. - Trigger **New Quote Accepted** Triggers when a quote in WorkflowMax is accepted. - Trigger **New Quote Issued** Triggers when a quote in WorkflowMax is in the Issued state. - Trigger **New Supplier Created** Triggers when a new supplier is created in WorkflowMax. - Trigger **New Task Created** Triggers when a new task type is created in WorkflowMax settings. - Trigger **New Timesheet Created** Triggers when a new timesheet entry is created in WorkflowMax. - Action **Create Client** Creates a new client in WorkflowMax. - Action **Create Cost Admin** Creates a cost item in the WorkflowMax cost settings list. - Action **Create Job** Creates a new job in WorkflowMax for a client. - Action **Create Job Cost** Adds a cost line to an existing WorkflowMax job. - Action **Create Job Task** Adds a task from your WorkflowMax task list to a job. - Action **Create Lead** Creates a new lead in WorkflowMax. - Action **Create Purchase Order** Creates a draft purchase order with one line for a job and supplier. - Action **Create Task Admin** Creates a task in your WorkflowMax task list, which can then be added to jobs. - Action **Create Timesheet** Logs time against a job task for a staff member. - Action **Find Account** Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter. - Action **Find Business Structure** Finds client business structures (such as Company or Sole Trader) whose name contains the text you give. - Action **Find Client** Finds clients whose name contains the text you give. - Action **Find Client Type** Finds client types in WorkflowMax whose name contains the text you supply. - Action **Find Job** Finds jobs whose name or job number contains the text you supply. - Action **Find Job Cost** Finds costs on a WorkflowMax job whose description or code contains the text you supply. - Action **Find Job Status** Finds job statuses in your WorkflowMax account whose name contains the text you give. - Action **Find Job Task** Finds the tasks on a job whose name or description contains the text you supply. - Action **Find Staff** Finds staff members in WorkflowMax whose name or email contains the text you supply. - Action **Find Tax** Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found. ## Each app on its own - [ **Asana** Asana is a collaborative information manager for workspace.](https://apiant.ai/connections/asana) - [ **WorkflowMax** WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline...](https://apiant.ai/connections/workflowmax) Reviews ## What our customers say ## More from Asana - [ **Asana to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/asana-to-hubspot) - [ **Asana to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/asana-to-salesforce) - [ **Asana to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/asana-to-slack) - [ **Asana to Google Sheets** Google Sheets](https://apiant.ai/connect/asana-to-google-sheets) - [ **Asana to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/asana-to-google-calendar) - [ **Asana to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/asana-to-google-drive) ## More into WorkflowMax - [ **HubSpot to WorkflowMax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workflowmax) - [ **Salesforce to WorkflowMax** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workflowmax) - [ **Slack to WorkflowMax** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workflowmax) - [ **Google Sheets to WorkflowMax** Google Sheets](https://apiant.ai/connect/google-sheets-to-workflowmax) - [ **Gmail to WorkflowMax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workflowmax) - [ **Google Calendar to WorkflowMax** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-workflowmax) Questions ## Asana and WorkflowMax, answered ### ### What can start an automation from Asana? Any of Asana's 10 triggers in the catalog, including Completed task in project, New comment on task, New or updated task in project and New project in workspace. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WorkflowMax when something happens in Asana? 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 Asana? Yes. When something happens in WorkflowMax, your agent can act in Asana too. This page covers both directions: WorkflowMax's triggers and Asana's actions are listed here as well. ### ### Do I have to build a connector for Asana 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. ### ### 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.