Integration
Connect Bento and WorkflowMax
When New Tag fires in Bento, your agent runs Create Job Task in WorkflowMax, or Job Category Created in WorkflowMax to Update email template in Bento. 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 Bento and WorkflowMax 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)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 Bento and WorkflowMax can do together
From Bento to WorkflowMax
When New Tag in Bento
then Create Job Task in WorkflowMax
From WorkflowMax to Bento
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 Bento and WorkflowMax
Triggers and actions 24 triggers · 42 actions
- New Tag
Triggers when a new tag is created on your Bento site.
- Add broadcast
Creates a broadcast email draft in Bento, optionally scheduled and approved for sending to tagged or segmented subscribers.
- Create Field
Creates a custom subscriber field on your Bento site.
- Create or Update User
Creates a Bento subscriber, or updates the name of an existing one, by email address.
- Create or Update User and Apply Tag
Creates or updates a Bento subscriber by email and applies one or more tags, without triggering Flows.
- Create or Update User and Apply Tag (Trigger Flows)
Applies a tag to a Bento subscriber (creating them if needed) through an event, so any Flows listening for that tag start.
- Create Tag
Creates a tag on your Bento site.
- Delete tag
Discards a tag in Bento by name (running it on an already-discarded tag restores it).
- Fetch Site Metrics
Returns your Bento site's user, subscriber and unsubscriber counts.
- Fetch Subscriber
Returns a Bento subscriber's details, tags and custom fields by email address.
- Get email template
Returns one email template, including its name, subject and HTML content.
- Get segment
Returns one segment, including its name, description and filter definition.
- Import subscribers
Queues up to 1,000 subscribers for import or update in Bento. Imports do not trigger automations.
- List Broadcasts
Returns one page of Bento broadcasts with the chosen status, including their send stats.
- List Fields
Returns every custom subscriber field on your Bento site.
- List segments
Returns all segments in your Bento site.
- List sequences
Returns the sequences on your Bento site, including each sequence's email templates.
- List Tags
Returns every tag on your Bento site.
- List workflows
Returns all workflows on the Bento site, with their name, status and email templates.
- Remove Tag from Subscriber
Removes a tag from a Bento subscriber by email.
- Track Subscribe Event
Subscribes or unsubscribes a Bento subscriber by email.
- Update email template
Updates the subject, HTML content, or editor type of a Bento email template.
- Update Subscriber Field
Sets one custom field value on a Bento subscriber.
- Validate Email
Checks whether an email address looks valid and deliverable.
- Job Category Created
Triggers when a new job category is created in WorkflowMax.
- Job Cost Added
Triggers when a new cost is added to any job.
- Job Document Added
Triggers when a new document is added to the selected WorkflowMax job.
- Job Task Added
Triggers when a new task is added to a job in WorkflowMax.
- Job Task Completed
Triggers when a task on the selected job is marked completed.
- Job Task Updated
Triggers when a task on the chosen job is added or changed.
- Job Updated
Triggers when a job is created or any of its details change in WorkflowMax.
- List Job Tasks
Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
- New Client Created
Triggers when a new client is created in WorkflowMax.
- New Cost Created
Triggers when a new cost item is added to the WorkflowMax cost list.
- New Custom Field Created
Triggers when a new custom field definition is created in WorkflowMax.
- New Invoice Created
Triggers when a new invoice is created in WorkflowMax.
- New Job Created
Triggers when a new job is created in WorkflowMax.
- New Job Status
Triggers when a new job status is added to the WorkflowMax account.
- New Lead
Triggers when a new lead is added in WorkflowMax.
- New or Updated Quote
Triggers when a quote is created or an existing quote changes in WorkflowMax.
- New PO Bill Created
Triggers when a new bill is created against a purchase order in WorkflowMax.
- New Purchase Order Created
Triggers when a new purchase order is created in WorkflowMax.
- New Quote Accepted
Triggers when a quote in WorkflowMax is accepted.
- New Quote Issued
Triggers when a quote in WorkflowMax is in the Issued state.
- New Supplier Created
Triggers when a new supplier is created in WorkflowMax.
- New Task Created
Triggers when a new task type is created in WorkflowMax settings.
- New Timesheet Created
Triggers when a new timesheet entry is created in WorkflowMax.
- Create Client
Creates a new client in WorkflowMax.
- Create Cost Admin
Creates a cost item in the WorkflowMax cost settings list.
- Create Job
Creates a new job in WorkflowMax for a client.
- Create Job Cost
Adds a cost line to an existing WorkflowMax job.
- Create Job Task
Adds a task from your WorkflowMax task list to a job.
- Create Lead
Creates a new lead in WorkflowMax.
- Create Purchase Order
Creates a draft purchase order with one line for a job and supplier.
- Create Task Admin
Creates a task in your WorkflowMax task list, which can then be added to jobs.
- Create Timesheet
Logs time against a job task for a staff member.
- Find Account
Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
- Find Business Structure
Finds client business structures (such as Company or Sole Trader) whose name contains the text you give.
- Find Client
Finds clients whose name contains the text you give.
- Find Client Type
Finds client types in WorkflowMax whose name contains the text you supply.
- Find Job
Finds jobs whose name or job number contains the text you supply.
- Find Job Cost
Finds costs on a WorkflowMax job whose description or code contains the text you supply.
- Find Job Status
Finds job statuses in your WorkflowMax account whose name contains the text you give.
- Find Job Task
Finds the tasks on a job whose name or description contains the text you supply.
- Find Staff
Finds staff members in WorkflowMax whose name or email contains the text you supply.
- Find Tax
Finds 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
Reviews
What our customers say
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Questions
Bento and WorkflowMax, answered
What can start an automation from Bento?
Any of Bento's 1 trigger in the catalog, including New Tag. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WorkflowMax when something happens in Bento?
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 Bento?
Yes. When something happens in WorkflowMax, your agent can act in Bento too. This page covers both directions: WorkflowMax's triggers and Bento's actions are listed here as well.
Do I have to build a connector for Bento 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 Bento 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.