Integration
Connect EquipDash and Projectworks
When Booking Status Changed fires in EquipDash, your agent runs Add task in Projectworks, or New Leave Request in Projectworks to Add Note to Customer in EquipDash. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want EquipDash and Projectworks to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What EquipDash and Projectworks can do together
From EquipDash to Projectworks
When Booking Status Changed in EquipDash
then Add task in Projectworks
When Booking Updated in EquipDash
then Create Project in Projectworks
From Projectworks to EquipDash
When New Leave Request in Projectworks
then Add Note to Customer in EquipDash
When New Leave Request in Projectworks
then Add Note to Booking in EquipDash
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 EquipDash and Projectworks
Triggers and actions 19 triggers · 64 actions
Trigger
Booking CancelledTriggers when a booking is cancelled.
Trigger
Booking Checked InTriggers when a booking is checked in.
Trigger
Booking Picked UpTriggers when a booking is picked up.
Trigger
Booking ReturnedTriggers when a booking is returned.
Trigger
Booking Status ChangedTriggers when a booking status changes.
Trigger
Booking UpdatedTriggers when a booking is updated.
Trigger
Customer UpdatedTriggers when a customer is updated.
Trigger
Experience CreatedTriggers when a new experience is created.
Trigger
Experience Schedule CreatedTriggers when an experience schedule is created.
Trigger
Experience UpdatedTriggers when an experience is updated.
Trigger
Inventory AddedTriggers when inventory is added to a product.
Trigger
Inventory UpdatedTriggers when inventory is updated.
Trigger
New CustomerTriggers when a new customer is created.
Trigger
Payment ReceivedTriggers when a payment is received.
Trigger
Product CreatedTriggers when a new product is created.
Trigger
Product UpdatedTriggers when a product is updated.
Trigger
Promo Code CreatedTriggers when a new promo code is created.
Trigger
Shift CreatedTriggers when a new shift is created.
Action
Add Inventory to ProductAdds inventory to a product.
Action
Add Note to BookingAdds a note to a booking.
Action
Add Note to CustomerAdds a note to a customer.
Action
Add Note to WorkshopAdds a note to a workshop item.
Action
Add Payment to BookingAdds a payment to a booking.
Action
Add Pricing to ProductAdds a pricing tier to a product.
Action
Add Schedule to ExperienceAdds a schedule slot to an experience.
Action
Add to WorkshopAdds an item to the workshop.
Action
Archive ExperienceArchives an experience.
Action
Archive ProductArchives a product.
Action
Cancel BookingCancels a booking.
Action
Check Product AvailabilityChecks availability of a product for given dates.
Action
Create BookingCreates a new booking.
Action
Create CustomerCreates a new customer.
Action
Create ExperienceCreates a new experience.
Action
Create Experience CategoryCreates a new experience category.
Action
Create ProductCreates a new product.
Action
Create Product CategoryCreates a new product category.
Action
Create Promo CodeCreates a new promo code.
Action
Create ShiftCreates a new staff shift.
Action
Create TagCreates a new tag.
Action
Create VoucherCreates a new voucher.
Action
Delete CustomerDeletes a customer.
Action
Find CustomerFinds a customer.
Action
Find ExperienceFinds a experience.
Action
Find ProductFinds a product.
Action
Find Promo CodeFinds a promo code.
Action
Find StaffFinds a staff.
Action
Find VoucherFinds a voucher.
Action
Remove From WorkshopRemoves an item from the workshop.
Action
Update Booking StatusUpdates the status of a booking.
Action
Update CustomerUpdates a customer.
Action
Update ExperienceUpdates an experience.
Action
Update ProductUpdates a product.
Action
Update Tags on BookingUpdates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.
Trigger
New Leave RequestTriggers when a new leave request is created.
Action
Add expense claimCreates an expense claim against a project and module for a user, optionally with an attached receipt file.
Action
Add taskCreates a task under a budget (module) of a Projectworks project.
Action
Create BudgetCreates a budget (module) on a project.
Action
Create CompanyCreates a new client company.
Action
Create LeaveCreates a leave request for a user for one day.
Action
Create ProjectCreates a new project.
Action
Create TimecodeCreates a timecode (task) on a project.
Action
Create Timesheet EntryCreates a timesheet entry.
Action
Delete taskDeletes a task from a Projectworks project.
Action
Find ClientIDFinds a client company by name or external reference.
Action
Find CurrencyIDFinds a currency by its name or code.
Action
Find GLCode IDFinds a GL code by its code or description.
Action
Find ModuleIDFinds a budget (module) by name or external reference.
Action
Find OfficeIDFinds an office by name or external reference.
Action
Find ProjectIDFinds a project by name, number or external reference.
Action
Find TaskIDFinds a timecode (task) by name or external reference.
Action
Find UserIDFinds a user by name, email address or external reference.
Action
Get BudgetsReturns a list of budgets (modules).
Action
Get ClientsReturns a list of client companies.
Action
Get Leave StatusesReturns the list of leave statuses.
Action
Get OfficesReturns a list of offices.
Action
Get ProjectsReturns a list of projects.
Action
Get TimecodesReturns a list of timecodes (tasks).
Action
Get Timesheet EntriesReturns a list of timesheet entries.
Action
Get UsersReturns a list of users.
Action
List tasksReturns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date.
Action
Set ResourcingSets the resourcing for a person on a project on a given day.
Action
Update CustomFieldValueSets the value of a custom field on a record.
Action
Update Timesheet EntryUpdates a timesheet entry.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
EquipDash and Projectworks, answered
What can start an automation from EquipDash?
Any of EquipDash's 18 triggers in the catalog, including Booking Status Changed, Booking Updated, Customer Updated and Experience Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Projectworks when something happens in EquipDash?
Any of Projectworks's 29 actions, including Create Budget, Create Company, Create Leave and Create Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Projectworks to EquipDash?
Yes. When something happens in Projectworks, your agent can act in EquipDash too. This page covers both directions: Projectworks's triggers and EquipDash's actions are listed here as well.
Do I have to build a connector for EquipDash or Projectworks?
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 EquipDash and Projectworks 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.