Integration
Connect Gmail and WorkflowMax
When New Gmail Message fires in Gmail, your agent runs Create Job Task in WorkflowMax, or Job Category Created in WorkflowMax to Add Label To Email in Gmail. 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 Gmail and WorkflowMax to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Gmail and WorkflowMax can do together
From Gmail to WorkflowMax
When New Gmail Message in Gmail
then Create Job Task in WorkflowMax
When Email Sent in Gmail
then Create Lead in WorkflowMax
From WorkflowMax to Gmail
When Job Category Created in WorkflowMax
then Add Label To Email in Gmail
When Job Cost Added in WorkflowMax
then Create Email Draft in Gmail
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 Gmail and WorkflowMax
Triggers and actions 25 triggers · 42 actions
Trigger
Email SentFires when an email is sent from the mailbox (optionally filtered by query).
Trigger
New Gmail MessageFires when a new email arrives (optionally filtered by query/labels).
Action
Add Label To EmailAdds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Action
Create Email DraftCreates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Action
Create LabelCreates a new label with a unique name in the specified user's gmail account.
Action
Delete DraftPermanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Action
Delete MessagePermanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Action
Fetch EmailsFetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Action
Fetch Message By Message IdFetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Action
Fetch Message By Thread IdRetrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Action
Get AttachmentRetrieves a specific attachment by id from a message in a user's gmail mailbox, requiring valid message and attachment ids.
Action
Get ContactsFetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination.
Action
Get PeopleRetrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.
Action
Get ProfileRetrieves key gmail profile information (email address, message/thread totals, history id) for a user.
Action
List DraftsRetrieves a paginated list of email drafts from a user's gmail account. use verbose=true to get full draft details including subject, body, sender, and timestamp.
Action
List LabelsRetrieves a list of all system and user-created labels for the specified gmail account.
Action
List ThreadsRetrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination.
Action
Modify Thread LabelsAdds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid.
Action
Move To TrashMoves an existing, non-deleted email message to the trash for the specified user.
Action
Patch LabelPatches the specified label.
Action
Remove LabelPermanently deletes a specific, existing user-created gmail label by its id for a user; cannot delete system labels.
Action
Reply To ThreadSends a reply within a specific gmail thread using the original thread's subject, requiring a valid `thread id` and correctly formatted email addresses. supports attachments via the `attachment` parameter with valid `s3key`, `mimetype`, and `name`.
Action
Search PeopleSearches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'.
Action
Send DraftSends the specified, existing draft to the recipients in the to, cc, and bcc headers.
Action
Send EmailSends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Trigger
Job Category CreatedTriggers when a new job category is created in WorkflowMax.
Trigger
Job Cost AddedTriggers when a new cost is added to any job.
Trigger
Job Document AddedTriggers when a new document is added to the selected WorkflowMax job.
Trigger
Job Task AddedTriggers when a new task is added to a job in WorkflowMax.
Trigger
Job Task CompletedTriggers when a task on the selected job is marked completed.
Trigger
Job Task UpdatedTriggers when a task on the chosen job is added or changed.
Trigger
Job UpdatedTriggers when a job is created or any of its details change in WorkflowMax.
Trigger
List Job TasksTriggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
Trigger
New Client CreatedTriggers when a new client is created in WorkflowMax.
Trigger
New Cost CreatedTriggers when a new cost item is added to the WorkflowMax cost list.
Trigger
New Custom Field CreatedTriggers when a new custom field definition is created in WorkflowMax.
Trigger
New Invoice CreatedTriggers when a new invoice is created in WorkflowMax.
Trigger
New Job CreatedTriggers when a new job is created in WorkflowMax.
Trigger
New Job StatusTriggers when a new job status is added to the WorkflowMax account.
Trigger
New LeadTriggers when a new lead is added in WorkflowMax.
Trigger
New or Updated QuoteTriggers when a quote is created or an existing quote changes in WorkflowMax.
Trigger
New PO Bill CreatedTriggers when a new bill is created against a purchase order in WorkflowMax.
Trigger
New Purchase Order CreatedTriggers when a new purchase order is created in WorkflowMax.
Trigger
New Quote AcceptedTriggers when a quote in WorkflowMax is accepted.
Trigger
New Quote IssuedTriggers when a quote in WorkflowMax is in the Issued state.
Trigger
New Supplier CreatedTriggers when a new supplier is created in WorkflowMax.
Trigger
New Task CreatedTriggers when a new task type is created in WorkflowMax settings.
Trigger
New Timesheet CreatedTriggers when a new timesheet entry is created in WorkflowMax.
Action
Create ClientCreates a new client in WorkflowMax.
Action
Create Cost AdminCreates a cost item in the WorkflowMax cost settings list.
Action
Create JobCreates a new job in WorkflowMax for a client.
Action
Create Job CostAdds a cost line to an existing WorkflowMax job.
Action
Create Job TaskAdds a task from your WorkflowMax task list to a job.
Action
Create LeadCreates a new lead in WorkflowMax.
Action
Create Purchase OrderCreates a draft purchase order with one line for a job and supplier.
Action
Create Task AdminCreates a task in your WorkflowMax task list, which can then be added to jobs.
Action
Create TimesheetLogs time against a job task for a staff member.
Action
Find AccountFinds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
Action
Find Business StructureFinds client business structures (such as Company or Sole Trader) whose name contains the text you give.
Action
Find ClientFinds clients whose name contains the text you give.
Action
Find Client TypeFinds client types in WorkflowMax whose name contains the text you supply.
Action
Find JobFinds jobs whose name or job number contains the text you supply.
Action
Find Job CostFinds costs on a WorkflowMax job whose description or code contains the text you supply.
Action
Find Job StatusFinds job statuses in your WorkflowMax account whose name contains the text you give.
Action
Find Job TaskFinds the tasks on a job whose name or description contains the text you supply.
Action
Find StaffFinds staff members in WorkflowMax whose name or email contains the text you supply.
Action
Find TaxFinds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found.
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
What our customers say
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Questions
Gmail and WorkflowMax, answered
What can start an automation from Gmail?
Any of Gmail's 2 triggers in the catalog, including New Gmail Message and Email Sent. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WorkflowMax when something happens in Gmail?
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 Gmail?
Yes. When something happens in WorkflowMax, your agent can act in Gmail too. This page covers both directions: WorkflowMax's triggers and Gmail's actions are listed here as well.
Do I have to build a connector for Gmail 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.
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.