# Connect DecisionRules to Workiz

When **New Rules** fires in [DecisionRules](https://apiant.ai/connections/decisionrules), your agent runs **Create Lead** in [Workiz](https://apiant.ai/connections/workiz). Describe the whole flow and it is built, tested on every scenario and kept running.

DecisionRules **1** trigger DecisionRules **10** actions Workiz **11** actions

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

## What do you want DecisionRules and Workiz 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 DecisionRules can start in Workiz

- When **New Rules** in DecisionRules then **Create Lead** in Workiz
- When **New Rules** in DecisionRules then **Update Lead** in Workiz

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 DecisionRules and Workiz

## Triggers and actions 1 trigger · 21 actions

- Trigger

**New Rules**

Fires once for each new rule or rule flow added to the DecisionRules space.

- Action

**Add folder**

Create a folder under a node.

- Action

**Add rule**

Create a rule in a space.

- Action

**Add rule version**

Create a new version of a rule.

- Action

**Add tags to rule**

Add tags to a rule.

- Action

**Delete rule**

Delete a rule or rule version.

- Action

**Get rule**

Gets the latest version of a rule by its ID or alias, regardless of publication status.

- Action

**List folders**

Get the root folder tree.

- Action

**List rules**

List rules in a space.

- Action

**Update rule**

Update a rule version.

- Action

**Update rule status**

Publish/pending/archive a rule version.

- Action

**Add payment to job**

Add a payment record to a job.

- Action

**Convert lead to job**

Convert an existing lead into a job.

- Action

**Create Job**

Schedules a new job in your Workiz account.

- Action

**Create Lead**

Schedules a new lead in your Workiz account.

- Action

**Get Job**

Fetch a single job's details by UUID.

- Action

**Get Lead**

Fetch a single lead's details by UUID.

- Action

**List Jobs**

Fetch a filtered list of jobs.

- Action

**List Leads**

Fetch a filtered list of leads.

- Action

**List team members**

Lists the active team members in the Workiz account.

- Action

**Update Job**

Update an existing job's information.

- Action

**Update Lead**

Update an existing lead's information.

## Each app on its own

- [ **DecisionRules** DecisionRules is a no-code business rule engine that lets you automate and manage complex decision logic...](https://apiant.ai/connections/decisionrules)
- [ **Workiz** Workiz makes it easier than ever for service business owners to run their business, save time, make their...](https://apiant.ai/connections/workiz)

Reviews

## What our customers say

## More from DecisionRules

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

## More into Workiz

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

Questions

## DecisionRules and Workiz, answered

###

### What can start an automation from DecisionRules?

Any of DecisionRules's 1 trigger in the catalog, including New Rules. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Workiz when something happens in DecisionRules?

Any of Workiz's 11 actions, including Create Job, Create Lead, Update Job and Update Lead. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Workiz to DecisionRules?

Workiz has no triggers in the catalog today, so automations start in DecisionRules. If you need the other direction, ask: your agent reads Workiz's API documentation and adds it.

###

### Do I have to build a connector for DecisionRules or Workiz?

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.
