Integration
Connect CMS Max and IntelligenceBank
When New Form Submission fires in CMS Max, your agent runs Add Record Multi-Upload Field File or URL in IntelligenceBank, or New Database Record in IntelligenceBank to Create Blog Post in CMS Max. 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 CMS Max and IntelligenceBank 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 CMS Max and IntelligenceBank can do together
From CMS Max to IntelligenceBank
When New Form Submission in CMS Max
then Add Record Multi-Upload Field File or URL in IntelligenceBank
When New Order in CMS Max
then Create Database Record in IntelligenceBank
From IntelligenceBank to CMS Max
When New Database Record in IntelligenceBank
then Create Blog Post in CMS Max
When New Folder in IntelligenceBank
then Create Event Category in CMS Max
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 CMS Max and IntelligenceBank
Triggers and actions 17 triggers · 98 actions
Trigger
New Form SubmissionTriggers when a new form submission is created in CMS Max.
Trigger
New OrderTriggers when a new order is created in CMS Max.
Trigger
New ProductTriggers when a new product is created in CMS Max.
Trigger
New UserTriggers when a new user is created in CMS Max.
Action
Add Variant OptionAdd a new option to a variant.
Action
Archive Blog PostArchive (soft delete) a blog.
Action
Archive EventArchive (soft delete) an event and its occurrences.
Action
Archive PageArchive (soft delete) a page.
Action
Archive ProductArchive (soft delete) a product.
Action
Count OrdersGet the count of all orders for the tenant.
Action
Count ProductsGet total count of products with optional filtering.
Action
Create Blog PostCreate a new blog.
Action
Create CategoryCreate a new category.
Action
Create CouponCreate a new coupon.
Action
Create Event CategoryCreate an event category.
Action
Create Event LocationCreate an event venue.
Action
Create Gift CardCreate a gift card.
Action
Create PageCreate a new page.
Action
Create ProductCreate a new product.
Action
Create UserCreate a new user.
Action
Create VariantCreate a new variant.
Action
Delete BrandDelete a brand (soft delete).
Action
Delete CategoryDelete a category (soft delete).
Action
Delete FileDelete a file.
Action
Delete ImageDelete an image.
Action
Delete Product VariationDelete a product variation.
Action
Delete RedirectDelete a redirect.
Action
Delete UserDelete a user.
Action
Delete VariantDelete a variant.
Action
Delete Variant OptionDelete a variant option.
Action
Get Blog PostGet a single blog by ID.
Action
Get BrandGet a single brand by ID.
Action
Get CategoryGet a single category by ID.
Action
Get FormGet a single form by ID.
Action
Get Form SubmissionGet a single form submission by ID.
Action
Get PageGet a single page by ID.
Action
Get ProductGet a single product by ID.
Action
Get Product VariationGet a single product variation.
Action
Get RedirectGet a single redirect.
Action
Get UserGet a single user.
Action
Get VariantGet a single variant by ID.
Action
List Blog PostsGet paginated list of blogs with optional filtering.
Action
List BrandsGet paginated list of brands with optional filtering.
Action
List CategoriesGet paginated list of categories with optional filtering.
Action
List Event CategoriesGet paginated list of event categories.
Action
List Event LocationsGet paginated list of event venues.
Action
List EventsGet paginated list of events with optional filtering.
Action
List FormsGet paginated list of forms.
Action
List Form SubmissionsGet paginated list of form submissions.
Action
List Fulfillment MethodsGet list of available fulfillment methods.
Action
List GTIN TypesGet list of available GTIN types.
Action
List OrdersGet paginated list of orders with optional filtering.
Action
List PagesGet paginated list of pages with optional filtering.
Action
List Product Option ConfigurationsList a product's option configurations and their prices.
Action
List ProductsGet paginated list of products with optional filtering.
Action
List Product VariationsList all variations for a specific product.
Action
List RedirectsList redirects, newest first.
Action
List UsersList all users.
Action
List VariantsList all variants with their options.
Action
Unarchive Blog PostUnarchive (restore) a soft deleted blog.
Action
Unarchive BrandUnarchive (restore) a soft deleted brand.
Action
Unarchive CategoryUnarchive (restore) a soft deleted category.
Action
Unarchive EventUnarchive (restore) a soft deleted event.
Action
Unarchive PageUnarchive (restore) a soft deleted page.
Action
Unarchive ProductUnarchive (restore) a soft deleted product.
Action
Update Blog PostUpdate an existing blog.
Action
Update BrandUpdate an existing brand.
Action
Update CategoryUpdate an existing category.
Action
Update CouponUpdate a coupon, including its applicability criteria.
Action
Update Order StatusUpdate an order's status.
Action
Update PageUpdate an existing page.
Action
Update Product Option Configuration PricesChange the prices of a product's option configurations.
Action
Update Product VariationUpdate a product variation.
Action
Update RedirectChange where a redirect points.
Action
Update UserUpdate a user.
Action
Update VariantUpdate an existing variant.
Action
Update Variant OptionUpdate a variant option.
Action
Upload FileUpload a file.
Action
Upload ImageStore a new image.
Action
Upload Image From URLStore a new image from a URL.
Trigger
New Database RecordTriggers when a new record is added to a chosen database.
Trigger
New FolderTriggers when a new resource folder is added, at the root or inside a chosen folder.
Trigger
New Markup CommentTriggers when a new markup comment is added to a resource, record or workflow request.
Trigger
New or Updated Database RecordTriggers when a record in the chosen IntelligenceBank database is created or updated.
Trigger
New or Updated Record FileTriggers when a file attached to a database record is added or updated.
Trigger
New or Updated ResourceTriggers when a resource (file, URL or other asset) is created or updated in IntelligenceBank.
Trigger
New or Updated UserTriggers when a user is created or updated in IntelligenceBank.
Trigger
New Permission GroupTriggers when a new permission group is added.
Trigger
New Record File RevisionTriggers when a new file or file revision is uploaded to a database record.
Trigger
New ResourceTriggers when a new resource (file, URL or other asset) is added in IntelligenceBank.
Trigger
New UserTriggers when a new user is added to IntelligenceBank.
Trigger
Updated ResourceTriggers when an existing resource (file, URL or other asset) is updated in IntelligenceBank.
Trigger
Updated UserTriggers when a user in IntelligenceBank is updated.
Action
Add Record Multi-Upload Field File or URLAppends file or URL attachments to a multiple-upload field on an existing database record.
Action
Create Compliance Risk ReviewStarts a compliance risk review of text or an uploaded file and returns the new review's id.
Action
Create Database RecordCreates a new record in an IntelligenceBank database, filling in its form fields.
Action
Create FolderCreates a resource folder or sub-folder with a name and optional description.
Action
Create Markup CommentCreates a markup comment on a workflow request, database record or record file you participate in.
Action
Create Permission GroupCreates a permission group, optionally copying another group's permissions.
Action
Create Record File Workflow RequestCreates an approval workflow request for a file attached to a database record's multi-upload field.
Action
Create ResourceCreates a new file resource in a folder, attaching a previously uploaded file along with its name, description, keywords and metadata.
Action
Delete Database RecordDeletes a database record.
Action
Delete Markup CommentDeletes a markup comment by its ID.
Action
Get Compliance Risk Review DetailsReturns the status and results of a compliance risk review, including findings once the review has completed.
Action
Search Database RecordsSearches records in one database and returns the matches.
Action
Search FoldersSearches resource folders by keyword or parent folder and returns the matching folders.
Action
Search Markup CommentsReturns markup comments whose text contains the given keywords, optionally limited to comments made on one item.
Action
Search Permission GroupsSearches permission groups by name and returns the matching groups.
Action
Search UsersSearches IntelligenceBank users by keyword or email and returns the matching users.
Action
Update Permission GroupUpdates the name or description of an existing multi-user permission group.
Action
Update Resource MetadataUpdates the metadata of an existing resource, such as its name, description, keywords, dates, ownership details, filters and custom upload fields.
Action
View a RecordReturns all details of one database record.
Action
View FilterReturns a single filter and its values, as set up under Admin > Filters.
Action
View GroupReturns the details of one permission group.
Action
View Resource DetailsReturns all details of one resource.
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
More from CMS Max
CMS Max to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CMS Max to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CMS Max to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CMS Max to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
CMS Max to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CMS Max to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into IntelligenceBank
HubSpot to IntelligenceBankHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to IntelligenceBankGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to IntelligenceBankGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to IntelligenceBankGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to IntelligenceBankGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to IntelligenceBankActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
CMS Max and IntelligenceBank, answered
What can start an automation from CMS Max?
Any of CMS Max's 4 triggers in the catalog, including New Form Submission, New Order, New Product and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in IntelligenceBank when something happens in CMS Max?
Any of IntelligenceBank's 22 actions, including Create Compliance Risk Review, Create Database Record, Create Folder and Create Markup Comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from IntelligenceBank to CMS Max?
Yes. When something happens in IntelligenceBank, your agent can act in CMS Max too. This page covers both directions: IntelligenceBank's triggers and CMS Max's actions are listed here as well.
Do I have to build a connector for CMS Max or IntelligenceBank?
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 CMS Max and IntelligenceBank 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.