--- title: "Connect Biyo POS and WorkflowMax - APIANT.ai" description: "When \"New Category\" fires in Biyo POS, your agent runs \"Create Job Task\" in WorkflowMax." canonical: "https://apiant.ai/connect/biyo-pos-to-workflowmax" --- # Connect Biyo POS and WorkflowMax When **New Category** fires in [Biyo POS](https://apiant.ai/connections/biyo-pos), your agent runs **Create Job Task** in [WorkflowMax](https://apiant.ai/connections/workflowmax), or **Job Category Created** in WorkflowMax to **Create Terminal** in Biyo POS. Describe the whole flow and it is built, tested on every scenario and kept running. Biyo POS **5** triggers Biyo POS **5** 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 Biyo POS 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. 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[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Biyo POS and WorkflowMax can do together ### From Biyo POS to WorkflowMax - When **New Category** in Biyo POS then **Create Job Task** in WorkflowMax - When **New Product** in Biyo POS then **Create Lead** in WorkflowMax ### From WorkflowMax to Biyo POS - When **Job Category Created** in WorkflowMax then **Create Terminal** in Biyo POS - When **Job Cost Added** in WorkflowMax then **Find Product** in Biyo POS 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 Biyo POS and WorkflowMax ## Triggers and actions 28 triggers · 24 actions - Trigger **New Category** Triggers when a new category is added to your Biyo POS account. - Trigger **New Product** Triggers when a new active product is added in Biyo POS. - Trigger **New Store** Triggers when a new store is added to your Biyo POS account. - Trigger **New Tax Rate** Triggers when a new tax rate is added to your Biyo POS account. - Trigger **New Terminal** Triggers when a new POS terminal (register or kiosk) is added to your Biyo POS account. - Action **Create Terminal** Registers a new POS terminal in one of your Biyo stores and returns the created terminal. - Action **Find Product** Finds active products whose name contains the search text or whose barcode matches it exactly. - Action **Find Store** Finds a store (location) on your Biyo account by its name. - Action **Find Tax Rate** Finds a tax rate in your Biyo POS account by its name and returns its id and percentage. - Action **Find Terminal** Finds a POS terminal (register or kiosk) by its name and returns its details. - 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 - [ **Biyo POS** Biyo POS is a point-of-sale system designed to streamline sales, inventory, and customer management for...](https://apiant.ai/connections/biyo-pos) - [ **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 Biyo POS - [ **Biyo POS to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/biyo-pos-to-hubspot) - [ **Biyo POS to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/biyo-pos-to-salesforce) - [ **Biyo POS to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/biyo-pos-to-slack) - [ **Biyo POS to Google Sheets** Google Sheets](https://apiant.ai/connect/biyo-pos-to-google-sheets) - [ **Biyo POS to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/biyo-pos-to-gmail) - [ **Biyo POS to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/biyo-pos-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 ## Biyo POS and WorkflowMax, answered ### ### What can start an automation from Biyo POS? Any of Biyo POS's 5 triggers in the catalog, including New Category, New Product, New Store and New Tax Rate. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WorkflowMax when something happens in Biyo POS? 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 Biyo POS? Yes. When something happens in WorkflowMax, your agent can act in Biyo POS too. This page covers both directions: WorkflowMax's triggers and Biyo POS's actions are listed here as well. ### ### Do I have to build a connector for Biyo POS 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 Biyo POS 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.