# Connect Ekklo and Teamwork When **New Prospect Created** fires in [Ekklo](https://apiant.ai/connections/ekklo), your agent runs **Add Message** in [Teamwork](https://apiant.ai/connections/teamwork), or **New Company** in Teamwork to **Add Note to Prospect** in Ekklo. Describe the whole flow and it is built, tested on every scenario and kept running. Ekklo **5** triggers Ekklo **14** actions Teamwork **6** triggers Teamwork **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ekklo and Teamwork 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 Ekklo and Teamwork can do together ### From Ekklo to Teamwork - When **New Prospect Created** in Ekklo then **Add Message** in Teamwork - When **Prospect Stage Changed** in Ekklo then **Create Task** in Teamwork ### From Teamwork to Ekklo - When **New Company** in Teamwork then **Add Note to Prospect** in Ekklo - When **New Milestone** in Teamwork then **Create Client** in Ekklo 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 Ekklo and Teamwork ## Triggers and actions 11 triggers · 36 actions - Trigger **New Prospect Created** Fires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically. - Trigger **Prospect Converted to Client** Triggers when a prospect is converted into a paying client. - Trigger **Prospect Deleted** Triggers when a prospect is removed from your CRM. - Trigger **Prospect Stage Changed** Triggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing). - Trigger **Prospect Updated** Triggers when an existing prospect is modified (any field). - Action **Add Note to Prospect** Adds a free-form note to a prospect (useful for logging calls, emails, meetings). - Action **Block Client** Blocks a client. This action is idempotent. - Action **Convert Prospect to Client** Converts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email. - Action **Create Client** Creates a new client and sends them an invitation email. - Action **Create Prospect** Creates a new prospect in your CRM funnel. - Action **Delete Prospect** Permanently deletes a prospect from your CRM. - Action **Find Client by Email** Finds a client by their exact email address. - Action **Find Clients** Finds clients with optional filters. - Action **Find Prospects** Finds prospects with optional filters (free-text search, stage). - Action **Move Prospect to Stage** Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing). - Action **Resend Invitation** Resends the invitation email to a client. - Action **Unblock Client** Unblocks a client. This action is idempotent. - Action **Update Client** Updates an existing client. Only provided fields are changed. - Action **Update Prospect** Updates an existing prospect. Only provided fields are changed. - Trigger **New Company** Triggered when a new company is added. - Trigger **New Milestone** Triggered when a new milestone is added. - Trigger **New Person** Triggered when a new person is added. - Trigger **New Project** Triggered when a new project is added. - Trigger **New Task** Triggered when a new task is added. - Trigger **New Time Entry** Triggered when a new time entry is added. - Action **Add Company** Creates a new company. - Action **Add Message** Adds a message to the specified project. - Action **Add Milestone** Adds a new milestone to the specified project. - Action **Add Time Entry** Logs a time entry against the specified task. - Action **Complete Task** Marks a task as complete. - Action **Create Project** Adds a new project. - Action **Create Task** Adds a new task to the specified task list. - Action **Create Task List** Creates a new task list in the specified project. - Action **Delete Project** Deletes a project by ID. - Action **Delete Task** Deletes a task by ID. - Action **Get Project** Returns a single project by ID. - Action **Get Task** Returns a single task by ID. - Action **List Companies** Returns all companies on the site. - Action **List Milestones** Returns all milestones on the site. - Action **List People** Returns all people on the site. - Action **List Projects** Returns all projects on the Teamwork site. - Action **List Task Lists** Returns all task lists in the specified project. - Action **List Tasks** Returns all tasks across the site. - Action **List Tasks in Project** Returns all tasks in the specified project. - Action **List Time Entries** Returns time entries across the site. - Action **Update Project** Updates an existing project. - Action **Update Task** Updates an existing task. ## Each app on its own - [ **Ekklo** Ekklo is a coaching platform that helps fitness coaches manage their clients, send invitations, and automate...](https://apiant.ai/connections/ekklo) - [ **Teamwork** Project management software that lets you own the big picture — manage projects, tasks, milestones, time...](https://apiant.ai/connections/teamwork) Reviews ## What our customers say ## More from Ekklo - [ **Ekklo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/ekklo-to-hubspot) - [ **Ekklo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ekklo-to-salesforce) - [ **Ekklo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ekklo-to-slack) - [ **Ekklo to Google Sheets** Google Sheets](https://apiant.ai/connect/ekklo-to-google-sheets) - [ **Ekklo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/ekklo-to-gmail) - [ **Ekklo to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/ekklo-to-google-calendar) ## More into Teamwork - [ **Slack to Teamwork** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teamwork) - [ **Gmail to Teamwork** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teamwork) - [ **Mailchimp to Teamwork** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-teamwork) - [ **Stripe to Teamwork** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-teamwork) - [ **Shopify to Teamwork** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-teamwork) - [ **Pipedrive to Teamwork** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-teamwork) Questions ## Ekklo and Teamwork, answered ### ### What can start an automation from Ekklo? Any of Ekklo's 5 triggers in the catalog, including New Prospect Created, Prospect Stage Changed, Prospect Updated and Prospect Converted to Client. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Teamwork when something happens in Ekklo? Any of Teamwork's 22 actions, including Create Project, Create Task, Create Task List and Update Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teamwork to Ekklo? Yes. When something happens in Teamwork, your agent can act in Ekklo too. This page covers both directions: Teamwork's triggers and Ekklo's actions are listed here as well. ### ### Do I have to build a connector for Ekklo or Teamwork? 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.