--- title: "Connect Commerce Layer and WorkflowMax - APIANT.ai" description: "When \"New Attachment\" fires in Commerce Layer, your agent runs \"Create Job Task\" in WorkflowMax." canonical: "https://apiant.ai/connect/commerce-layer-to-workflowmax" --- # Connect Commerce Layer and WorkflowMax When **New Attachment** fires in [Commerce Layer](https://apiant.ai/connections/commerce-layer), your agent runs **Create Job Task** in [WorkflowMax](https://apiant.ai/connections/workflowmax), or **Job Category Created** in WorkflowMax to **Add Customer Address** in Commerce Layer. Describe the whole flow and it is built, tested on every scenario and kept running. Commerce Layer **13** triggers Commerce Layer **28** 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 Commerce Layer 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. [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 Commerce Layer and WorkflowMax can do together ### From Commerce Layer to WorkflowMax - When **New Attachment** in Commerce Layer then **Create Job Task** in WorkflowMax - When **New Customer** in Commerce Layer then **Create Lead** in WorkflowMax ### From WorkflowMax to Commerce Layer - When **Job Category Created** in WorkflowMax then **Add Customer Address** in Commerce Layer - When **Job Cost Added** in WorkflowMax then **Add Customer Password Reset** in Commerce Layer 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 Commerce Layer and WorkflowMax ## Triggers and actions 36 triggers · 47 actions - Trigger **New Attachment** Triggers when a new Attachment is created. - Trigger **New Customer** Triggers when a new Customer is created. - Trigger **New Customer Address Event** Triggers when a customer address is created. - Trigger **New Customer Password Reset Event** Triggers when a customer password reset is requested. - Trigger **New Customer Subscription Event** Triggers when a given customer_subscription event (one of create or destroy) is fired. - Trigger **New Price** Triggers when a new Price is created. - Trigger **New Price Import** Fires when a new price import is created in Commerce Layer. - Trigger **New Price List** Triggers when a new Price List is created. - Trigger **New Shipping Category** Triggers when a Shipping Category is created. - Trigger **New SKU** Triggers when a new SKU is created. - Trigger **New SKU Import** Triggers when a new SKU import is created. - Trigger **New Stock Item Import** Triggers when a new Stock Item import is created. - Trigger **New Stock Transfer Event** Triggers when a given stock transfer event (one of create, upocoming, picking, in_transit, complete, cancel is fired). - Action **Add Customer Address** Adds an existing address to a customer's address book. - Action **Add Customer Password Reset** Requests a password reset for a customer, returning the reset token to send them. - Action **Add Customer Subscription** Subscribes a customer email to a list, identified by a reference such as a newsletter id. - Action **Add Stock Transfer** Moves a quantity of a SKU from one stock location to another. - Action **Balance Change Gift Card** Change balance of a gift card. - Action **Create Address** Creates a postal address that can be attached to customers, orders and stock locations. - Action **Create Attachment** Creates a new Attachment. - Action **Create Customer** Creates a new Customer. - Action **Create Gift Card** Creates a new Gift Card. - Action **Create Price Import** Creates a new Price Import. - Action **Create Price List** Creates a new Price List. - Action **Create SKU** Creates a new SKU. - Action **Find Attachment** Finds a Attachment by name. - Action **Find Customer** Finds a customer by id or reference. - Action **Find Gift Card** Finds a gift card by id or reference. - Action **Find Price** Finds a price by price list. - Action **Find Price Import** Finds a Price Import by status. - Action **Find Price List** Finds a Price List by name. - Action **Find Shipping Category** Finds an Shipping Category by name. - Action **Find SKU** Finds an SKU by code. - Action **Find SKU Import** Finds an SKU Import by status. - Action **Find Stock Item Import** Finds a Stock Item Import by status. - Action **Get Address** Retrieves one address by id. - Action **Get Customer Address** Retrieves one customer address link by id. - Action **Get Customer Password Reset** Retrieves a customer password reset by id, returning customer_email, reset_password_token and reset_password_at. - Action **Get Customer Subscription** Retrieves one customer subscription by id. - Action **Get Stock Transfer** Retrieves one stock transfer by id. - Action **Update Customer Reference** Update customer data setting external identifier. - 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 - [ **Commerce Layer** Commerce Layer is a lightning fast, super flexible and ultra secure REST API that lets you build...](https://apiant.ai/connections/commerce-layer) - [ **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 Commerce Layer - [ **Commerce Layer to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/commerce-layer-to-hubspot) - [ **Commerce Layer to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/commerce-layer-to-salesforce) - [ **Commerce Layer to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/commerce-layer-to-slack) - [ **Commerce Layer to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/commerce-layer-to-google-sheets) - [ **Commerce Layer to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/commerce-layer-to-gmail) - [ **Commerce Layer to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/commerce-layer-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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Commerce Layer and WorkflowMax, answered ### ### What can start an automation from Commerce Layer? Any of Commerce Layer's 13 triggers in the catalog, including New Attachment, New Customer, New Customer Address Event and New Customer Password Reset Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WorkflowMax when something happens in Commerce Layer? 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 Commerce Layer? Yes. When something happens in WorkflowMax, your agent can act in Commerce Layer too. This page covers both directions: WorkflowMax's triggers and Commerce Layer's actions are listed here as well. ### ### Do I have to build a connector for Commerce Layer 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 Commerce Layer 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.