Integration
Connect Campaign Refinery and Projectworks
When New Custom Attribute fires in Campaign Refinery, your agent runs Add task in Projectworks, or New Leave Request in Projectworks to Create Custom Attribute in Campaign Refinery. 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 Campaign Refinery and Projectworks 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Campaign Refinery and Projectworks can do together
From Campaign Refinery to Projectworks
When New Custom Attribute in Campaign Refinery
then Add task in Projectworks
From Projectworks to Campaign Refinery
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 Campaign Refinery and Projectworks
Triggers and actions 6 triggers · 42 actions
- New Custom Attribute
Triggers when there is a new custom attribute.
- New Custom Attribute Group
Triggers when there is a new custom attribute group.
- New Form
Triggers when there is a new form.
- New Goal
Triggers when there is a new goal.
- New Tag
Triggers when a new tag is created.
- Create Custom Attribute
Creates a custom attribute.
- Create Custom Attribute Group
Creates a custom attribute group.
- Create Form
Creates a form.
- Create Goal
Creates a goal.
- Create Tag
Creates a tag.
- Delete Tag
Schedules a tag for deletion.
- Find Custom Attribute
Finds a custom attribute by key.
- Find Form
Finds a form by name.
- Find Goal
Finds a goal by name.
- Find Tag
Finds a tag by name.
- Update Custom Attribute
Updates a custom attribute.
- Update Form
Updates a form.
- Update Goal
Updates a goal.
- New Leave Request
Triggers when a new leave request is created.
- Add expense claim
Creates an expense claim against a project and module for a user, optionally with an attached receipt file.
- Add task
Creates a task under a budget (module) of a Projectworks project.
- Create Budget
Creates a budget (module) on a project.
- Create Company
Creates a new client company.
- Create Leave
Creates a leave request for a user for one day.
- Create Project
Creates a new project.
- Create Timecode
Creates a timecode (task) on a project.
- Create Timesheet Entry
Creates a timesheet entry.
- Delete task
Deletes a task from a Projectworks project.
- Find ClientID
Finds a client company by name or external reference.
- Find CurrencyID
Finds a currency by its name or code.
- Find GLCode ID
Finds a GL code by its code or description.
- Find ModuleID
Finds a budget (module) by name or external reference.
- Find OfficeID
Finds an office by name or external reference.
- Find ProjectID
Finds a project by name, number or external reference.
- Find TaskID
Finds a timecode (task) by name or external reference.
- Find UserID
Finds a user by name, email address or external reference.
- Get Budgets
Returns a list of budgets (modules).
- Get Clients
Returns a list of client companies.
- Get Leave Statuses
Returns the list of leave statuses.
- Get Offices
Returns a list of offices.
- Get Projects
Returns a list of projects.
- Get Timecodes
Returns a list of timecodes (tasks).
- Get Timesheet Entries
Returns a list of timesheet entries.
- Get Users
Returns a list of users.
- List tasks
Returns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date.
- Set Resourcing
Sets the resourcing for a person on a project on a given day.
- Update CustomFieldValue
Sets the value of a custom field on a record.
- Update Timesheet Entry
Updates a timesheet entry.
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
Campaign Refinery and Projectworks, answered
What can start an automation from Campaign Refinery?
Any of Campaign Refinery's 5 triggers in the catalog, including New Custom Attribute, New Custom Attribute Group, New Form and New Goal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Projectworks when something happens in Campaign Refinery?
Any of Projectworks's 29 actions, including Create Budget, Create Company, Create Leave and Create Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Projectworks to Campaign Refinery?
Yes. When something happens in Projectworks, your agent can act in Campaign Refinery too. This page covers both directions: Projectworks's triggers and Campaign Refinery's actions are listed here as well.
Do I have to build a connector for Campaign Refinery or Projectworks?
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 Campaign Refinery and Projectworks 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.