--- title: "Connect Exayard and Inistate - APIANT.ai" description: "When \"Assessment Completed\" fires in Exayard, your agent runs \"Create Entry\" in Inistate." canonical: "https://apiant.ai/connect/exayard-to-inistate" --- # Connect Exayard and Inistate When **Assessment Completed** fires in [Exayard](https://apiant.ai/connections/exayard), your agent runs **Create Entry** in [Inistate](https://apiant.ai/connections/inistate), or **Changed Information** in Inistate to **Create Project** in Exayard. Describe the whole flow and it is built, tested on every scenario and kept running. Exayard **7** triggers Exayard **9** actions Inistate **6** triggers Inistate **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Exayard and Inistate 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 Exayard and Inistate can do together ### From Exayard to Inistate - When **Assessment Completed** in Exayard then **Create Entry** in Inistate - When **New Project** in Exayard then **Duplicate Entry** in Inistate ### From Inistate to Exayard - When **Changed Information** in Inistate then **Create Project** in Exayard - When **Changed State** in Inistate then **Send Test Webhook Event** in Exayard 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 Exayard and Inistate ## Triggers and actions 13 triggers · 18 actions - Trigger **Assessment Completed** Webhook event assessment.completed. - Trigger **Bid Generated** Triggers when a bid document is generated from an approved estimate. - Trigger **Bid Won** Webhook event bid.won. - Trigger **Estimate Generated** Triggers when an estimate document is generated. - Trigger **New Project** Triggers when a new Exayard project is created. - Trigger **Project Updated** Webhook event project.updated (name, status or privacy changed). - Trigger **Quote Received** Webhook event quote.received. - Action **Add quote request** Creates a vendor quote request on a project, in requested status. - Action **Add vendor** Creates a vendor (supplier, subcontractor or rental company) in your Exayard company. - Action **Create Project** Creates a new project in Exayard. - Action **Delete project** Deletes (archives) a project in Exayard. - Action **Get project** Returns a single Exayard project with its name, status, privacy and timestamps. - Action **List projects** Returns the projects in an Exayard organization, optionally filtered by status or search text. - Action **List vendors** Returns the vendors (suppliers, subcontractors and rental companies) in an Exayard company, optionally filtered by type, kind, preferred status or search text. - Action **Send Test Webhook Event** Sends a signed sample event of the chosen type to a webhook endpoint. - Action **Update project** Updates an existing project's name, status, settings, tags or custom properties. Fields left blank are not changed. - Trigger **Activity Performed** Triggers when an activity is performed on an entry in the chosen module, detected as a change to the entry's last-updated time. - Trigger **Changed Information** Triggers when an entry's information in an Inistate module is changed. - Trigger **Changed State** Triggers when an entry in the selected Inistate module moves to a different workflow state. - Trigger **Information Due** Triggers when an entry in the chosen module reaches its due date. - Trigger **New Entry** Triggers when a new entry is created in the selected Inistate module. - Trigger **Updated Entry** Triggers when an entry in the selected module is created or changed. - Action **Create Entry** Creates a new entry in an Inistate module with the field values you supply. - Action **Delete Entry** Deletes an entry from an Inistate module. - Action **Duplicate Entry** Creates a copy of an existing entry in an Inistate module. - Action **Edit Entry** Edits an existing entry in an Inistate module, updating the field values you supply. - Action **Get Activity Form** Returns the fields an Inistate activity asks for (such as the create form, or the Reject form on an entry), with each field's id, name, type and options. - Action **List Entries** Returns entries from an Inistate module, optionally narrowed to one of the module's listings. - Action **List Modules** Returns the modules (record types such as Leave Request or Expense Claim) set up in an Inistate workspace. - Action **List Workspaces** Returns the Inistate workspaces the connected user belongs to, with each workspace's id and name. - Action **Perform Activity** Runs an activity (such as Submit, Approve or Reject) on an existing Inistate entry, moving it through its workflow. ## Each app on its own - [ **Exayard** Exayard is an AI-powered construction takeoff and estimating software for contractors.](https://apiant.ai/connections/exayard) - [ **Inistate** Inistate is simplifying processes to best-fit sustainable and scalable solutions and reinventing no-code...](https://apiant.ai/connections/inistate) Reviews ## What our customers say ## More from Exayard - [ **Exayard to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/exayard-to-hubspot) - [ **Exayard to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/exayard-to-salesforce) - [ **Exayard to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/exayard-to-slack) - [ **Exayard to Google Sheets** Google Sheets](https://apiant.ai/connect/exayard-to-google-sheets) - [ **Exayard to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/exayard-to-gmail) - [ **Exayard to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/exayard-to-google-calendar) ## More into Inistate - [ **Cassidy to Inistate** Cassidy securely connects with all of your existing tools, builds AI assistants and creates AI-driven...](https://apiant.ai/connect/cassidy-to-inistate) - [ **HubSpot to Inistate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-inistate) - [ **Google Sheets to Inistate** Google Sheets](https://apiant.ai/connect/google-sheets-to-inistate) - [ **Gmail to Inistate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-inistate) - [ **Google Calendar to Inistate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-inistate) - [ **Google Drive to Inistate** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-inistate) Questions ## Exayard and Inistate, answered ### ### What can start an automation from Exayard? Any of Exayard's 7 triggers in the catalog, including Assessment Completed, New Project, Project Updated and Quote Received. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Inistate when something happens in Exayard? Any of Inistate's 9 actions, including Create Entry, Duplicate Entry, Edit Entry and Get Activity Form. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Inistate to Exayard? Yes. When something happens in Inistate, your agent can act in Exayard too. This page covers both directions: Inistate's triggers and Exayard's actions are listed here as well. ### ### Do I have to build a connector for Exayard or Inistate? 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 Exayard and Inistate 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.