--- title: "Connect FunnelCockpit and Worktivity - APIANT.ai" description: "When \"New CRM Contact\" fires in FunnelCockpit, your agent runs \"Add customer\" in Worktivity." canonical: "https://apiant.ai/connect/funnelcockpit-to-worktivity" --- # Connect FunnelCockpit and Worktivity When **New CRM Contact** fires in [FunnelCockpit](https://apiant.ai/connections/funnelcockpit), your agent runs **Add customer** in [Worktivity](https://apiant.ai/connections/worktivity), or **New Employee** in Worktivity to **Create or Update CRM Contact** in FunnelCockpit. Describe the whole flow and it is built, tested on every scenario and kept running. FunnelCockpit **3** triggers FunnelCockpit **4** actions Worktivity **2** triggers Worktivity **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want FunnelCockpit and Worktivity 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 FunnelCockpit and Worktivity can do together ### From FunnelCockpit to Worktivity - When **New CRM Contact** in FunnelCockpit then **Add customer** in Worktivity - When **New Survey Result** in FunnelCockpit then **Add task** in Worktivity ### From Worktivity to FunnelCockpit - When **New Employee** in Worktivity then **Create or Update CRM Contact** in FunnelCockpit - When **New Project Task** in Worktivity then **Create or Update Email Contact** in FunnelCockpit 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 FunnelCockpit and Worktivity ## Triggers and actions 5 triggers · 16 actions - Trigger **New CRM Contact** Triggers when a new contact is added to the selected FunnelCockpit CRM, optionally limited to one lead group. - Trigger **New Survey Result** Triggers when a new result is submitted to the selected FunnelCockpit survey. - Trigger **New Webinar Viewer** Triggers when a new viewer registers for the selected webinar. - Action **Create or Update CRM Contact** Creates a contact in a FunnelCockpit CRM, or updates the existing contact with the same email address, optionally adding it to lead groups. - Action **Create or Update Email Contact** Creates a new email contact in FunnelCockpit, or updates the existing contact with the same email address. - Action **Create Webinar Viewer** Registers a person as a viewer of a FunnelCockpit webinar for a chosen start date. - Action **Get Webinar Dates** Returns the upcoming scheduled dates for a webinar. - Trigger **New Employee** Triggers when a new employee is added. - Trigger **New Project Task** Triggers when a new task is created in a project. - Action **Add customer** Creates a customer. - Action **Add project** Creates a project. - Action **Add task** Creates a task. - Action **Get project** Gets a project by id. - Action **Get task** Gets a task by id. - Action **List customers** Lists customers. - Action **List employees** Lists employees. - Action **List projects** Lists projects. - Action **List teams** Lists teams. - Action **List timesheets** Lists timesheet data. - Action **Update project** Updates a project. - Action **Update task** Updates a task. ## Each app on its own - [ **FunnelCockpit** FunnelCockpit is your all-in-one marketing solution.](https://apiant.ai/connections/funnelcockpit) - [ **Worktivity** Worktivity is a platform that tracks app and website usage to improve team productivity.](https://apiant.ai/connections/worktivity) Reviews ## What our customers say ## More from FunnelCockpit - [ **FunnelCockpit to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/funnelcockpit-to-hubspot) - [ **FunnelCockpit to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/funnelcockpit-to-salesforce) - [ **FunnelCockpit to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/funnelcockpit-to-slack) - [ **FunnelCockpit to Google Sheets** Google Sheets](https://apiant.ai/connect/funnelcockpit-to-google-sheets) - [ **FunnelCockpit to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/funnelcockpit-to-gmail) - [ **FunnelCockpit to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/funnelcockpit-to-google-calendar) ## More into Worktivity - [ **HubSpot to Worktivity** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-worktivity) - [ **Salesforce to Worktivity** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-worktivity) - [ **Slack to Worktivity** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-worktivity) - [ **Google Sheets to Worktivity** Google Sheets](https://apiant.ai/connect/google-sheets-to-worktivity) - [ **Gmail to Worktivity** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-worktivity) - [ **Google Calendar to Worktivity** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-worktivity) Questions ## FunnelCockpit and Worktivity, answered ### ### What can start an automation from FunnelCockpit? Any of FunnelCockpit's 3 triggers in the catalog, including New CRM Contact, New Survey Result and New Webinar Viewer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Worktivity when something happens in FunnelCockpit? Any of Worktivity's 12 actions, including Update project, Update task, Add customer and Add project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Worktivity to FunnelCockpit? Yes. When something happens in Worktivity, your agent can act in FunnelCockpit too. This page covers both directions: Worktivity's triggers and FunnelCockpit's actions are listed here as well. ### ### Do I have to build a connector for FunnelCockpit or Worktivity? 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 FunnelCockpit and Worktivity 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.