# Connect Avaza and WorkflowMax When **Company Updated** fires in [Avaza](https://apiant.ai/connections/avaza), your agent runs **Create Job Task** in [WorkflowMax](https://apiant.ai/connections/workflowmax), or **Job Category Created** in WorkflowMax to **Create Contact** in Avaza. Describe the whole flow and it is built, tested on every scenario and kept running. Avaza **25** triggers Avaza **47** 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 Avaza 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 Avaza and WorkflowMax can do together ### From Avaza to WorkflowMax - When **Company Updated** in Avaza then **Create Job Task** in WorkflowMax - When **Contact Updated** in Avaza then **Create Lead** in WorkflowMax ### From WorkflowMax to Avaza - When **Job Category Created** in WorkflowMax then **Create Contact** in Avaza - When **Job Cost Added** in WorkflowMax then **Create Invoice** in Avaza 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 Avaza and WorkflowMax ## Triggers and actions 48 triggers · 66 actions - Trigger **Company Updated** Triggers when a company is updated in Avaza, delivering a snapshot of the company. - Trigger **Contact Updated** Triggers when a contact is updated in Avaza. - Trigger **Estimate Deleted** Triggers when an estimate (quote) is deleted in Avaza. - Trigger **Estimate Updated** Triggers when an estimate (quote) is updated in Avaza. - Trigger **Expense Deleted** Triggers when an expense is deleted in Avaza. - Trigger **Expense Updated** Triggers when an expense is updated in Avaza. - Trigger **Invoice Sent** Triggers when an invoice is sent (or marked as sent) in Avaza. - Trigger **Invoice Update** Triggers when an invoice is updated in Avaza. - Trigger **New Bill Created** Triggers when a new supplier bill is created in Avaza. - Trigger **New Company** Triggers when a new company is created in Avaza. - Trigger **New Contact** Triggers when a new contact is created in Avaza. - Trigger **New Estimate Created** Triggers when a new estimate (quote) is created in Avaza. - Trigger **New Expense Created** Triggers when a new expense is created in Avaza. - Trigger **New Invoice Created** Triggers when a new invoice is created in Avaza. - Trigger **New Project** Triggers when a new project is created in Avaza. - Trigger **New Schedule Series Created** Triggers when a schedule series (a project booking or leave) is created in Avaza. - Trigger **New Task Created** Triggers when a new task is created in Avaza. - Trigger **New Timesheet Entry** Triggers when a timesheet entry is created in Avaza. - Trigger **Project Updated** Triggers when a project is updated in Avaza. - Trigger **Schedule Series Deleted** Triggers when a schedule booking or leave series is deleted in Avaza. - Trigger **Schedule Series Updated** Triggers when a schedule series (a project booking or leave) is updated in Avaza. - Trigger **Task Deleted** Triggers when a task is deleted in Avaza. - Trigger **Task Updated** Triggers when a task is updated in Avaza. - Trigger **Timesheet Entry Deleted** Triggers when a timesheet entry is deleted in Avaza. - Trigger **Timesheet Entry Updated** Triggers when a timesheet entry is updated in Avaza. - Action **Create Bill** Creates a new draft supplier bill in Avaza, optionally creating the supplier company and contact if no match is found. - Action **Create Bill Payment** Records a payment made to a supplier, optionally allocating it against one or more bills. - Action **Create Company** Creates a new customer company in Avaza with billing address, contact details and custom field values. - Action **Create Contact** Creates a new contact in Avaza, optionally linked to an existing or new company. - Action **Create Estimate / Quote** Creates a new draft estimate (quote) for a customer, optionally creating the customer company and contact if no match is found. - Action **Create Expense** Creates a new expense entry in Avaza for a user, with a date, amount and expense category, optionally linked to a customer, project or task. - Action **Create Invoice** Creates a new draft invoice for a customer company, with line items. Can create the customer company and contact if no matching company is found. - Action **Create Invoice Payment** Records a customer payment in Avaza, optionally allocating it against one or more invoices. - Action **Create Project** Creates a new project in Avaza under an existing customer company, or under a new company created from the name you give. - Action **Create Schedule Booking** Creates a project work schedule booking for a user over a date range, with hours per day or a total duration. - Action **Create Section** Creates a new section (task group) within an Avaza project. - Action **Create Task** Creates a new task in an Avaza project section, optionally assigning users, dates, priority, effort, tags and custom field values. - Action **Create Timesheet Entry** Creates a timesheet entry in an Avaza project, or starts a timer when no duration is given. - Action **Delete Estimate** Deletes an estimate (quote) in Avaza. Estimates converted to an invoice cannot be deleted. - Action **Delete Schedule or Leave Series** Deletes a schedule booking or leave series, along with all of its daily schedule assignments. - Action **Delete Section** Deletes a section (task group) from a project. Sections that still contain tasks cannot be deleted. - Action **Delete Task** Deletes a task, along with its subtasks and comments, from an Avaza project. - Action **Delete Timesheet** Deletes a timesheet entry in Avaza by its Timesheet Entry ID. - Action **Get Bill** Returns a single supplier bill by its ID, including line items, supplier and recipient address details, amounts, status and web links. - Action **Get Contact** Returns a single external contact by its Contact ID, including company, contact details, roles and custom field values. - Action **Get Estimate** Returns a single estimate (quote) by its ID, including line items, status, amounts, issuer/recipient details and web links. - Action **Get Project** Returns a project's full details, including its sections, team members, tags and custom field values. - Action **Lookup Company** Finds companies in Avaza whose name matches the search text and returns their IDs and names. - Action **Lookup Expense Category** Finds an expense category in your Avaza account by its name and returns its id and unit price settings. - Action **Lookup Project** Finds active projects by title, project code, or customer company and returns their ids, codes and titles. - Action **Lookup Project Timesheet Category** Looks up the timesheet categories assigned to a project, optionally matching one by name. - Action **Lookup Task** Returns a task by its ID, including project, section, assignees, dates, status, priority, tags, time tracking and custom field values. - Action **Lookup User** Finds Avaza users (team members and customer contacts) by email address, with optional filters for role, tag and company. Returns the first match and the full list of matches. - Action **Mark Invoice as Sent** Flags a draft invoice as Sent without emailing it to the customer. - Action **Reterive Task Comments** Returns the comments and discussion messages on an Avaza task, including replies, attachments and system messages. - Action **Search Expenses** Returns expense entries matching a search on merchant or category name, with optional filters for date range, user, customer, project, chargeable/invoiced status and approval status. - Action **Search Invoice** Searches invoices by status, customer company, issue date, due date or last-updated date, and returns the matching invoices with their line items. - Action **Search Project** Searches projects by title, company, category, owner, status, billing or budget type, tags and dates, and returns the matching projects. - Action **Search Task** Searches tasks, filtering by project, section parent, status, priority, due date range, assigned user, completion state and last-updated date. - Action **Search Timesheets** Searches timesheet entries, filtered by date range, user, project, customer, task, category, billable/invoiced and approval status. - Action **Stop Timer** Stops the running timer on an existing timesheet entry, adding the elapsed time to its duration. - Action **Update Company** Updates an existing Avaza company. Only the fields named in Fields To Update are changed. - Action **Update Contact** Updates an existing customer contact in Avaza — name, email, phone, mobile, position title, time zone, portal roles and custom field values. Only the fields you fill in are changed. - Action **Update Estimate** Updates an existing draft or sent estimate (quote) in Avaza, changing only the fields you list. Accepted, converted or void estimates cannot be updated. - Action **Update Expense** Updates an existing Avaza expense entry. Only the fields you list in Fields To Update are changed. - Action **Update Invoice** Updates an existing draft invoice in Avaza. Only the fields you list in Fields To Update are changed. - Action **Update Project** Updates an existing Avaza project. Only the fields named in Fields To Update are changed. - Action **Update Project Member** Updates a project member's rates, budget, or permissions on an Avaza project. Only the fields named in Fields To Update are changed. - Action **Update Project Timesheet Category** Updates a timesheet category's settings on a project, such as billable status, hourly rate, cost rate and budget hours. - Action **Update Schedule Booking** Updates an existing project work schedule booking in Avaza, such as its user, project, dates or hours. - Action **Update Task** Updates an existing Avaza task. Only the fields you fill in are changed; blank fields keep their current values. - Action **Update Timesheet Entry** Updates an existing timesheet entry in Avaza, changing only the fields you list as fields to update. - 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 - [ **Avaza** Avaza is a versatile software for client-focused businesses.](https://apiant.ai/connections/avaza) - [ **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 Avaza - [ **Avaza to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/avaza-to-hubspot) - [ **Avaza to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/avaza-to-salesforce) - [ **Avaza to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/avaza-to-slack) - [ **Avaza to Google Sheets** Google Sheets](https://apiant.ai/connect/avaza-to-google-sheets) - [ **Avaza to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/avaza-to-gmail) - [ **Avaza to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/avaza-to-google-calendar) ## 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 ## Avaza and WorkflowMax, answered ### ### What can start an automation from Avaza? Any of Avaza's 25 triggers in the catalog, including Company Updated, Contact Updated, Estimate Updated and Expense Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WorkflowMax when something happens in Avaza? 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 Avaza? Yes. When something happens in WorkflowMax, your agent can act in Avaza too. This page covers both directions: WorkflowMax's triggers and Avaza's actions are listed here as well. ### ### Do I have to build a connector for Avaza 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.