--- title: "Connect Beehiiv and WorkflowMax - APIANT.ai" description: "When \"New subscriber to publication\" fires in Beehiiv, your agent runs \"Create Job Task\" in WorkflowMax." canonical: "https://apiant.ai/connect/beehiiv-to-workflowmax" --- # Connect Beehiiv and WorkflowMax When **New subscriber to publication** fires in [Beehiiv](https://apiant.ai/connections/beehiiv), your agent runs **Create Job Task** in [WorkflowMax](https://apiant.ai/connections/workflowmax), or **Job Category Created** in WorkflowMax to **Update subscription by email** in Beehiiv. Describe the whole flow and it is built, tested on every scenario and kept running. Beehiiv **8** triggers Beehiiv **42** 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 Beehiiv and WorkflowMax 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 Beehiiv and WorkflowMax can do together ### From Beehiiv to WorkflowMax - When **New subscriber to publication** in Beehiiv then **Create Job Task** in WorkflowMax - When **New unsubscriber to publication** in Beehiiv then **Create Lead** in WorkflowMax ### From WorkflowMax to Beehiiv - When **Job Category Created** in WorkflowMax then **Update subscription by email** in Beehiiv - When **Job Cost Added** in WorkflowMax then **Add subscription tag** in Beehiiv 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 Beehiiv and WorkflowMax ## Triggers and actions 31 triggers · 61 actions - Trigger **List automations** poll for automations; new automations surface over time (trigger). - Trigger **List newsletter lists** poll newsletter lists; new lists surface over time (trigger). - Trigger **List polls** poll for polls; new polls surface over time (trigger). - Trigger **List segment subscriber IDs** poll subscriber IDs in a segment; new IDs surface over time (trigger). - Trigger **List segment subscribers** poll subscribers in a segment; new members surface over time (trigger). - Trigger **List tiers** poll subscription tiers; new tiers surface over time (trigger). - Trigger **New subscriber to publication** Polls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id. - Trigger **New unsubscriber to publication** Polls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id. - Action **Add subscription tag** add a tag to a subscription. - Action **Bulk create subscription** create multiple subscriptions in a single bulk request. - Action **Create custom field** create a new custom field. - Action **Create newsletter list** create a new newsletter list. - Action **Create segment** create a new segment. - Action **Delete custom field** delete a custom field. - Action **Delete newsletter list** delete a newsletter list. - Action **Delete segment** delete a segment. - Action **Delete subscription** Remove a subscriber from a publication. - Action **Get aggregate stats** get aggregate statistics across posts. - Action **Get author** get details for a specific author. - Action **Get custom field** get details for a specific custom field. - Action **Get newsletter list** get details for a specific newsletter list. - Action **Get newsletter list subscription** get details for a newsletter list subscription. - Action **Get post** Retrieve a single post by ID. Returns content, stats, and publish status. - Action **Get post templates** get available post templates for a publication. - Action **Get publication** get details for a specific publication. - Action **Get publication engagements** get aggregate engagement stats for a publication. - Action **Get publications by subscription email** get publications associated with a subscriber email. - Action **Get referral program** get referral program details for a publication. - Action **Get segment** get details for a specific segment. - Action **Get subscription by email** Retrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields. - Action **Get subscription by ID** get details for a subscription by its ID. - Action **Get subscription update** get a specific bulk subscription update record. - Action **Identify user** get current OAuth user info. - Action **Identify workspace** get current workspace info. - Action **List authors** list all authors for a publication. - Action **List complimentary access** list free access grants for a publication. - Action **List condition sets** list all condition sets for a publication. - Action **List custom fields** List a publication's subscriber custom fields. Returns field names and types for mapping. - Action **List posts** List posts for a publication. Returns posts with status, audience, and publish metadata. - Action **List publications** List the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id. - Action **List segments** List segments for a publication. Returns segment ids, names, and types for audience targeting. - Action **List subscriptions** List subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination. - Action **List subscription updates** list bulk subscription update records. - Action **Recalculate segment** recalculate segment membership. - Action **Update a tier** update an existing tier. - Action **Update custom field** update an existing custom field. - Action **Update subscription by email** Update an existing subscriber identified by email. Changes tier, status, or custom fields. - Action **Update subscription by ID** update a subscription by its ID. - Action **Update subscriptions** update multiple subscriptions at once. - Action **Update subscriptions' status** bulk update subscription status. - 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 - [ **Beehiiv** Beehiiv is a newsletter publishing and audience growth platform.](https://apiant.ai/connections/beehiiv) - [ **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 Beehiiv - [ **Beehiiv to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/beehiiv-to-salesforce) - [ **Beehiiv to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/beehiiv-to-slack) - [ **Beehiiv to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/beehiiv-to-shopify) - [ **Beehiiv to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/beehiiv-to-quickbooks-online) - [ **Beehiiv to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/beehiiv-to-zoom) - [ **Beehiiv to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/beehiiv-to-twilio) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Beehiiv and WorkflowMax, answered ### ### What can start an automation from Beehiiv? Any of Beehiiv's 8 triggers in the catalog, including New subscriber to publication, New unsubscriber to publication, List automations and List newsletter lists. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WorkflowMax when something happens in Beehiiv? 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 Beehiiv? Yes. When something happens in WorkflowMax, your agent can act in Beehiiv too. This page covers both directions: WorkflowMax's triggers and Beehiiv's actions are listed here as well. ### ### Do I have to build a connector for Beehiiv 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 Beehiiv 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.