Integration
Connect CMS Max and Projectworks
When New Form Submission fires in CMS Max, your agent runs Add task in Projectworks, or New Leave Request in Projectworks 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 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 CMS Max and Projectworks can do together
From CMS Max to Projectworks
When New Form Submission in CMS Max
then Add task in Projectworks
When New Order in CMS Max
then Create Project in Projectworks
From Projectworks to CMS Max
When New Leave Request in Projectworks
then Create Blog Post in CMS Max
When New Leave Request in Projectworks
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 Projectworks
Triggers and actions 5 triggers · 105 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 Leave RequestTriggers when a new leave request is created.
Action
Add expense claimCreates an expense claim against a project and module for a user, optionally with an attached receipt file.
Action
Add taskCreates a task under a budget (module) of a Projectworks project.
Action
Create BudgetCreates a budget (module) on a project.
Action
Create CompanyCreates a new client company.
Action
Create LeaveCreates a leave request for a user for one day.
Action
Create ProjectCreates a new project.
Action
Create TimecodeCreates a timecode (task) on a project.
Action
Create Timesheet EntryCreates a timesheet entry.
Action
Delete taskDeletes a task from a Projectworks project.
Action
Find ClientIDFinds a client company by name or external reference.
Action
Find CurrencyIDFinds a currency by its name or code.
Action
Find GLCode IDFinds a GL code by its code or description.
Action
Find ModuleIDFinds a budget (module) by name or external reference.
Action
Find OfficeIDFinds an office by name or external reference.
Action
Find ProjectIDFinds a project by name, number or external reference.
Action
Find TaskIDFinds a timecode (task) by name or external reference.
Action
Find UserIDFinds a user by name, email address or external reference.
Action
Get BudgetsReturns a list of budgets (modules).
Action
Get ClientsReturns a list of client companies.
Action
Get Leave StatusesReturns the list of leave statuses.
Action
Get OfficesReturns a list of offices.
Action
Get ProjectsReturns a list of projects.
Action
Get TimecodesReturns a list of timecodes (tasks).
Action
Get Timesheet EntriesReturns a list of timesheet entries.
Action
Get UsersReturns a list of users.
Action
List tasksReturns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date.
Action
Set ResourcingSets the resourcing for a person on a project on a given day.
Action
Update CustomFieldValueSets the value of a custom field on a record.
Action
Update Timesheet EntryUpdates 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
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 Projectworks
HubSpot to ProjectworksHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ProjectworksGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ProjectworksGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ProjectworksGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ProjectworksGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to ProjectworksMailchimp marketing automation and email platform.
Questions
CMS Max and Projectworks, 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 Projectworks when something happens in CMS Max?
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 CMS Max?
Yes. When something happens in Projectworks, your agent can act in CMS Max too. This page covers both directions: Projectworks's triggers and CMS Max's actions are listed here as well.
Do I have to build a connector for CMS Max 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 CMS Max 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.