# Connect Caspio and Worktivity

When **New or Updated Record** fires in [Caspio](https://apiant.ai/connections/caspio), your agent runs **Add customer** in [Worktivity](https://apiant.ai/connections/worktivity), or **New Employee** in Worktivity to **Find Records** in Caspio. Describe the whole flow and it is built, tested on every scenario and kept running.

Caspio **4** triggers Caspio **4** actions Worktivity **2** triggers Worktivity **12** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Caspio and Worktivity 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 Caspio and Worktivity can do together

### From Caspio to Worktivity

- When **New or Updated Record** in Caspio then **Add customer** in Worktivity
- When **New Record** in Caspio then **Add task** in Worktivity

### From Worktivity to Caspio

- When **New Employee** in Worktivity then **Find Records** in Caspio
- When **New Project Task** in Worktivity then **Find View Records** in Caspio

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 Caspio and Worktivity

## Triggers and actions 6 triggers · 16 actions

- Trigger

**Deleted Record**

Fires when a record is deleted from the selected Caspio table. Instant self-registering webhook (table.recordDelete) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.

- Trigger

**New or Updated Record**

Fires when a record is inserted or updated in the selected Caspio table. Instant self-registering webhook registering both table.recordInsert and table.recordUpdate — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.

- Trigger

**New Record**

Fires when a new record is inserted into the selected Caspio table. Instant self-registering webhook (table.recordInsert) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. Payload: trigger.body = {data:[record...], objectName, eventType, eventDate, eventId,...}.

- Trigger

**Updated Record**

Fires when a record's field value changes in the selected Caspio table. Instant self-registering webhook (table.recordUpdate) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.

- Action

**Download File from Field**

Download the file stored in an Attachment-type field of a specific record. Returns the raw file content.

- Action

**Find Records**

Query records from a selected Caspio table with an optional WHERE filter, ORDER BY, and limit. Returns the matching records.

- Action

**Find View Records**

Query records from a Caspio View (a saved joined/filtered/aggregated dataset spanning tables). Optional WHERE / ORDER BY / limit.

- Action

**Upload File to Field**

Upload a file (from a URL) into an Attachment-type field of a specific record. Table from a dropdown, the attachment field and record ID (the record's primary-key value) are supplied per call. Requires an Attachment-type column (not the legacy File type).

- Trigger

**New Employee**

Triggers when a new employee is added.

- Trigger

**New Project Task**

Triggers when a new task is created in a project.

- Action

**Add customer**

Creates a customer.

- Action

**Add project**

Creates a project.

- Action

**Add task**

Creates a task.

- Action

**Get project**

Gets a project by id.

- Action

**Get task**

Gets a task by id.

- Action

**List customers**

Lists customers.

- Action

**List employees**

Lists employees.

- Action

**List projects**

Lists projects.

- Action

**List teams**

Lists teams.

- Action

**List timesheets**

Lists timesheet data.

- Action

**Update project**

Updates a project.

- Action

**Update task**

Updates a task.

## Each app on its own

- [ **Caspio** Caspio is a low-code database platform for building online database applications.](https://apiant.ai/connections/caspio)
- [ **Worktivity** Worktivity is a platform that tracks app and website usage to improve team productivity.](https://apiant.ai/connections/worktivity)

Reviews

## What our customers say

## More from Caspio

- [ **Caspio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/caspio-to-salesforce)
- [ **Caspio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/caspio-to-slack)
- [ **Caspio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/caspio-to-stripe)
- [ **Caspio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/caspio-to-shopify)
- [ **Caspio to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/caspio-to-quickbooks-online)
- [ **Caspio to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/caspio-to-pipedrive)

## More into Worktivity

- [ **HubSpot to Worktivity** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-worktivity)
- [ **Salesforce to Worktivity** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-worktivity)
- [ **Slack to Worktivity** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-worktivity)
- [ **Google Sheets to Worktivity** Google Sheets](https://apiant.ai/connect/google-sheets-to-worktivity)
- [ **Gmail to Worktivity** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-worktivity)
- [ **Google Calendar to Worktivity** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-worktivity)

Questions

## Caspio and Worktivity, answered

###

### What can start an automation from Caspio?

Any of Caspio's 4 triggers in the catalog, including New or Updated Record, New Record, Updated Record and Deleted Record. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Worktivity when something happens in Caspio?

Any of Worktivity's 12 actions, including Update project, Update task, Add customer and Add project. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Worktivity to Caspio?

Yes. When something happens in Worktivity, your agent can act in Caspio too. This page covers both directions: Worktivity's triggers and Caspio's actions are listed here as well.

###

### Do I have to build a connector for Caspio or Worktivity?

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.