--- title: "Connect Discord and WorkflowMax - APIANT.ai" description: "When \"New Forum Message\" fires in Discord, your agent runs \"Create Job Task\" in WorkflowMax." canonical: "https://apiant.ai/connect/discord-to-workflowmax" --- # Connect Discord and WorkflowMax When **New Forum Message** fires in [Discord](https://apiant.ai/connections/discord), your agent runs **Create Job Task** in [WorkflowMax](https://apiant.ai/connections/workflowmax), or **Job Category Created** in WorkflowMax to **Send Channel Message** in Discord. Describe the whole flow and it is built, tested on every scenario and kept running. Discord **7** triggers Discord **22** 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 Discord 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 Discord and WorkflowMax can do together ### From Discord to WorkflowMax - When **New Forum Message** in Discord then **Create Job Task** in WorkflowMax - When **New Forum Post** in Discord then **Create Lead** in WorkflowMax ### From WorkflowMax to Discord - When **Job Category Created** in WorkflowMax then **Send Channel Message** in Discord - When **Job Cost Added** in WorkflowMax then **Send Direct Message** in Discord 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 Discord and WorkflowMax ## Triggers and actions 30 triggers · 41 actions - Trigger **New Forum Message** Triggers when a new Message is created on a Forum Post. - Trigger **New Forum Post** Triggers when a new Post is created on a Forum. - Trigger **New Mention** Triggers when a User or Role is mentioned. - Trigger **New Message Posted to Channel** Triggers when a new message is posted to a specific text channel. - Trigger **New Reaction on Message** Triggers when a new Reaction is added to a Message. - Trigger **New User Added** Triggers when a new user joins the Discord Server. - Trigger **Role Assigned to User** Triggers when a role is assigned to a user. - Action **Add Reaction to Message** React to a message in a channel with an emoji. Writer sibling for the New Reaction on Message trigger. - Action **Add Role** assign a role to a user - Action **Create Channel** Create a new channel in a server. - Action **Create new Forum Post** Create a new Post on a Forum Channel. - Action **Create Role** Create a new role in a server. - Action **Delete Channel** Delete or close a channel. - Action **Delete Message** Delete a message from a channel. - Action **Find Channel** Find an existing channel by name. - Action **Find User** Find an existing user by name. - Action **Get Message** Retrieve a specific message from a channel by id. - Action **Get Server Member** Get one member of a Discord server, including the roles they currently hold. - Action **List Active Threads** List the threads and forum posts currently active in a Discord server. - Action **List Messages** List the most recent messages in a Discord channel, newest first. - Action **List Reactions** List the people who reacted to a message with a given emoji. - Action **List Roles** List every role defined in a Discord server, so you can pick the Role ID an operation needs. - Action **List Servers** List the Discord servers (guilds) the APIANT bot has been added to. Use it to get the Server ID every other Discord operation asks for. - Action **Remove User Role** Remove a chosen role from the specified user. - Action **Rename Channel** Rename a channel to a specific name you choose. - Action **Send Channel Message** Post a new message to a specific #channel you choose. - Action **Send Direct Message** Send a direct message to a specific user. - Action **Send message in Forum Post** Send a new message in a specific Forum Post. - Action **Update Message** Edit the content of a previously sent message. - 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 - [ **Discord** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connections/discord) - [ **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 Discord - [ **Discord to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/discord-to-vercel) - [ **Discord to 4chan** 4chan is an image-based bulletin board organised into topic boards, and it publishes a read-only JSON...](https://apiant.ai/connect/discord-to-4chan) - [ **Discord to Firecrawl** FireCrawl API scrapes websites, extracts structured data using AI, and converts it to LLM-friendly format.](https://apiant.ai/connect/discord-to-firecrawl) - [ **Discord to Formcrafts** Create powerful and intuitive online forms.](https://apiant.ai/connect/discord-to-formcrafts) - [ **Discord to Getgrist** Spreadsheet-database platform for building data apps with relational tables, forms, and a REST API for...](https://apiant.ai/connect/discord-to-getgrist) - [ **Discord to Goaffpro** Affiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...](https://apiant.ai/connect/discord-to-goaffpro) ## 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 ## Discord and WorkflowMax, answered ### ### What can start an automation from Discord? Any of Discord's 7 triggers in the catalog, including New Forum Message, New Forum Post, New Mention and New Message Posted to Channel. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WorkflowMax when something happens in Discord? 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 Discord? Yes. When something happens in WorkflowMax, your agent can act in Discord too. This page covers both directions: WorkflowMax's triggers and Discord's actions are listed here as well. ### ### Do I have to build a connector for Discord 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 Discord 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.