Integration
Connect Jitbit Helpdesk and WorkflowMax
When New Ticket fires in Jitbit Helpdesk, your agent runs Create Job Task in WorkflowMax, or Job Category Created in WorkflowMax to Add tag to ticket in Jitbit Helpdesk. 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 Jitbit Helpdesk and WorkflowMax to do together?
Ask the assistant
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 Jitbit Helpdesk and WorkflowMax can do together
From Jitbit Helpdesk to WorkflowMax
When New Ticket in Jitbit Helpdesk
then Create Job Task in WorkflowMax
When New Ticket in Jitbit Helpdesk
then Create Lead in WorkflowMax
From WorkflowMax to Jitbit Helpdesk
When Job Category Created in WorkflowMax
then Add tag to ticket in Jitbit Helpdesk
When Job Cost Added in WorkflowMax
then Create Ticket in Jitbit Helpdesk
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 Jitbit Helpdesk and WorkflowMax
Triggers and actions 24 triggers · 38 actions
Trigger
New TicketTriggers when a new ticket is created in Jitbit Helpdesk, optionally limited to a category, section, status, submitter, company, technician or tag.
Action
Add articleCreates a new knowledge base article in a category.
Action
Add assetCreates a new asset in Jitbit Helpdesk with its model, manufacturer, type and supplier.
Action
Add companyCreates a new company in Jitbit Helpdesk, or returns the existing company's id if the name is taken.
Action
Add tag to ticketAdds a tag to a ticket. The tag is created if it does not already exist.
Action
Add time spentLogs a time spent entry on a ticket under the connected user. Requires technician permissions.
Action
Create New ReplyPosts a new reply (comment) to an existing helpdesk ticket.
Action
Create TicketCreates a new helpdesk ticket in a category, with a subject, body and priority.
Action
Create UserCreates a new helpdesk user. Requires administrator permissions.
Action
Find TicketSearches tickets by text, optionally narrowed by submitter, category, status, assignee and creation date, and returns the matching tickets.
Action
Find UserFinds a helpdesk user by their email address and returns their profile.
Action
Get ArticleReturns a knowledge base article with its full content, category, tags and attachments.
Action
Get ticketReturns a helpdesk ticket's details, including its status, category, submitter, assignee, tags, attachments and custom field values.
Action
List CompaniesReturns every company in your Jitbit helpdesk with its name, email domain and notes. Requires an administrator account.
Action
List Ticket CommentsReturns all comments (replies) posted on a Jitbit Helpdesk ticket.
Action
List ticketsReturns the helpdesk tickets the connected user can see, optionally filtered by mode, category, status, submitter, company, assignee, tag and dates.
Action
List Time Spent EntriesReturns every time spent entry logged against a ticket, including who logged it, the seconds spent and when. Requires technician permissions.
Action
Update companyUpdates a company's name, notes and email domains in Jitbit Helpdesk.
Action
Update ticketUpdates one or more properties of an existing helpdesk ticket, such as its status, priority, category, assignee, due date, tags, subject or body.
Action
Update userUpdates an existing helpdesk user's profile, such as name, email, contact details, company, department, password and account status. Requires administrator permissions.
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
Jitbit Helpdesk and WorkflowMax, answered
What can start an automation from Jitbit Helpdesk?
Any of Jitbit Helpdesk's 1 trigger in the catalog, including New Ticket. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WorkflowMax when something happens in Jitbit Helpdesk?
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 Jitbit Helpdesk?
Yes. When something happens in WorkflowMax, your agent can act in Jitbit Helpdesk too. This page covers both directions: WorkflowMax's triggers and Jitbit Helpdesk's actions are listed here as well.
Do I have to build a connector for Jitbit Helpdesk 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.