--- title: "Connect DoiT and WorkflowMax - APIANT.ai" description: "When \"New Alert Notification\" fires in DoiT, your agent runs \"Create Job Task\" in WorkflowMax." canonical: "https://apiant.ai/connect/doit-to-workflowmax" --- # Connect DoiT and WorkflowMax When **New Alert Notification** fires in [DoiT](https://apiant.ai/connections/doit), your agent runs **Create Job Task** in [WorkflowMax](https://apiant.ai/connections/workflowmax), or **Job Category Created** in WorkflowMax to **Add support ticket** in DoiT. Describe the whole flow and it is built, tested on every scenario and kept running. DoiT **7** triggers DoiT **27** 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 DoiT 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 DoiT and WorkflowMax can do together ### From DoiT to WorkflowMax - When **New Alert Notification** in DoiT then **Create Job Task** in WorkflowMax - When **New Cloud Incident** in DoiT then **Create Lead** in WorkflowMax ### From WorkflowMax to DoiT - When **Job Category Created** in WorkflowMax then **Add support ticket** in DoiT - When **Job Cost Added** in WorkflowMax then **Add comment** in DoiT 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 DoiT and WorkflowMax ## Triggers and actions 30 triggers · 46 actions - Trigger **Budget Threshold Surpassed** Triggered when a budget's current spend passes one of its alert thresholds. Fires once per threshold in each budget period. - Trigger **New Alert Notification** Triggers when a DoiT cost alert sends a notification (its last-alerted time advances). - Trigger **New Cloud Incident** Triggered when a new cloud incident is reported for Google Cloud, Amazon Web Services or Microsoft Azure. - Trigger **New Cost Anomaly** Triggers when DoiT detects a new cloud cost anomaly, newest first, optionally narrowed by service, billing account, platform or severity. - Trigger **New Invoice** Triggered when a new invoice is created in your DoiT organization. - Trigger **New Service** Triggers when a new cloud service (support product) becomes available in DoiT, optionally for one platform. - Trigger **New Service (For Doers)** Triggers when a new support product (service) becomes available in DoiT, optionally limited to one cloud platform. - Action **Add alert** Creates a cost or usage alert in DoiT Cloud Analytics that notifies email or Slack recipients when a metric crosses the threshold you set. - Action **Add allocation** Creates a new DoiT allocation, either a single allocation defined by one rule or a group allocation made of several rules. - Action **Add annotation** Creates a new annotation on a date in DoiT Cloud Analytics, optionally linked to reports and labels. - Action **Add budget** Creates a new DoiT budget that tracks cloud spend for the selected scope against a fixed or recurring amount. - Action **Add comment** Adds a comment to an existing DoiT support request and returns the new comment. - Action **Add label** Creates a new label in DoiT Cloud Analytics with a name and color, ready to assign to reports, budgets and other objects. - Action **Add support ticket** Creates a new DoiT support request and returns its id, status and a link to view it in the DoiT console. - Action **Delete alert** Deletes an alert from your DoiT account. - Action **Get alert** Returns a Cloud Analytics alert by its ID, including its name, recipients, timestamps and evaluation configuration. - Action **Get anomaly** Returns one cost anomaly, including its cost impact, severity, affected service, contributing SKUs and resources, and review status. - Action **Get budget** Returns a budget's configuration and its current and forecasted utilization. An error occurs if the budget is not found. - Action **Get invoice** Returns the full details of an invoice by its invoice number, including status, amounts, due date and line items. A cancelled invoice or credit memo is returned with status CANCELED. - Action **List alerts** Returns the alerts your DoiT account has access to, optionally filtered by owner or name and sorted. - Action **List allocations** Returns the cost allocations your DoiT account has access to, optionally filtered by type, owner, name or folder. - Action **List annotations** Returns the Cloud Analytics annotations your DoiT account has access to, with their content, date, associated reports and labels. - Action **List anomalies** Returns the cloud cost anomalies DoiT detected, optionally filtered by time window, service, billing account, platform or severity. - Action **List assets** Returns the customer's assets in DoiT, such as Google Cloud billing accounts, Workspace subscriptions and AWS accounts, optionally filtered by a filter expression. - Action **List budgets** Returns the budgets your DoiT account can access, each with its amount, utilization and risk status. - Action **List CloudFlows** Returns the CloudFlows in the DoiT account, with each flow's name, published state, trigger type and last run status. - Action **List invoices** Returns the current and historical invoices for your organization, newest first, optionally filtered by platform, due date, status or creation time. - Action **List labels** Returns the Cloud Analytics labels your DoiT account can access, optionally filtered by name or type and sorted. - Action **List reports** Returns the Cloud Analytics reports your DoiT account can access, newest first, with optional filtering by name, owner, type, folder or creation time. - Action **Query Cloud Analytics** Runs a one-off Cloud Analytics query with the configuration you supply and returns the result columns and rows, without saving a report. - Action **Run CloudFlow** Starts a run of a published CloudFlow and returns the new run, which begins in pending status. - Action **Run Report** Runs a saved Cloud Analytics report and returns its results: the column schema and the result rows, plus the report's name, owner and labels. - Action **Update alert** Updates an existing DoiT alert's name, threshold settings or notification recipients. Only the values you fill in are changed. - Action **Update budget** Updates an existing DoiT budget. Only the values you supply are changed; everything else on the budget is kept. - 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 - [ **DoiT** DoiT ensures your cloud spend generates value for your business and eliminates wasted time for your teams.](https://apiant.ai/connections/doit) - [ **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 DoiT - [ **DoiT to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/doit-to-hubspot) - [ **DoiT to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/doit-to-salesforce) - [ **DoiT to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/doit-to-slack) - [ **DoiT to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/doit-to-google-sheets) - [ **DoiT to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/doit-to-gmail) - [ **DoiT to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/doit-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 ## DoiT and WorkflowMax, answered ### ### What can start an automation from DoiT? Any of DoiT's 7 triggers in the catalog, including New Alert Notification, New Cloud Incident, New Cost Anomaly and New Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WorkflowMax when something happens in DoiT? 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 DoiT? Yes. When something happens in WorkflowMax, your agent can act in DoiT too. This page covers both directions: WorkflowMax's triggers and DoiT's actions are listed here as well. ### ### Do I have to build a connector for DoiT 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 DoiT 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.