Integration
Connect Kustomer to Workflowy
When Conversation Created fires in Kustomer, your agent runs Create Bullet in Workflowy. 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 Kustomer and Workflowy 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 Kustomer can start in Workflowy
When Conversation Created in Kustomer
then Create Bullet in Workflowy
When Conversation Updated in Kustomer
then Update a bullet in Workflowy
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 Kustomer and Workflowy
Triggers and actions 6 triggers · 31 actions
Trigger
Conversation CreatedTriggers when a new conversation is created in Kustomer.
Trigger
Conversation UpdatedTriggers when a Kustomer conversation is created or updated.
Trigger
Customer CreatedTriggers when a new customer is created in Kustomer.
Trigger
Customer UpdatedTriggers when a Kustomer customer is created or updated.
Trigger
Message CreatedTriggers when a new message is sent or received in Kustomer.
Trigger
Message UpdatedTriggers when a Kustomer message is created or updated.
Action
Add custom objectCreates a new custom object (KObject) of the chosen custom object type in Kustomer.
Action
Add messageAdds a message to an existing Kustomer conversation; the message belongs to the conversation's customer.
Action
Create CompanyCreates a company in Kustomer that customers can be linked to.
Action
Create ConversationCreates a new conversation for a Kustomer customer, with an optional name, status and tags.
Action
Create CustomerCreates a new customer in Kustomer with a name, email, phone and optional external ID.
Action
Create NotesAdds an internal note to a Kustomer conversation. Notes are visible to agents only, not the customer.
Action
Create UserInvites a new agent user to your Kustomer org by name and email.
Action
Delete CustomerDeletes a Kustomer customer by ID.
Action
Find ConversationFinds a Kustomer conversation by the external ID your own system gave it.
Action
Find CustomerFinds a Kustomer customer by email address and returns their ID, name and phone.
Action
Find custom objects by criteriaReturns the custom objects (KObjects) of a chosen Klass, optionally only those after a given date, sorted and limited to selected fields.
Action
Find UserFinds a Kustomer agent user by email address.
Action
Get CompanyReturns one Kustomer company by ID.
Action
Get ConversationReturns one Kustomer conversation by ID, with its subject, status, customer and timestamps.
Action
Get CustomerReturns one Kustomer customer by ID, with name, emails, phones and timestamps.
Action
Get messageReturns a single Kustomer message by its ID, including its attributes and related conversation and customer.
Action
Get userReturns a Kustomer user (agent) by their ID, including name, email and other profile attributes.
Action
List teamsReturns the teams in your Kustomer organization, optionally filtered by role group or deleted status.
Action
Update companyUpdates an existing Kustomer company's name, external ID, emails, phones, tags and custom attributes.
Action
Update ConversationUpdates a Kustomer conversation's subject or status. Only the fields you fill in are changed.
Action
Update CustomerUpdates an existing Kustomer customer's name, email, phone or external ID. Only the fields you fill in are changed.
Action
Complete a bulletMarks an existing Workflowy bullet as complete. Give it the bullet's ID; Workflowy checks the bullet off in place.
Action
Create BulletCreates a new bullet in Workflowy, optionally under a parent bullet, with its text, note, layout and position.
Action
Delete a bulletDeletes a bullet from Workflowy by its ID, along with anything nested under it.
Action
Export all bulletsReturns the entire Workflowy outline for the account — every bullet with its text, note and nested children. Workflowy allows one export per minute.
Action
Get a bulletReturns one Workflowy bullet by its ID, including its text, note, parent, completion state and timestamps.
Action
List bulletsLists Workflowy bullets — the children of a given bullet, or the top-level bullets when no parent is given.
Action
List targetsLists the saved target locations in Workflowy — the places this connection is allowed to add bullets to.
Action
Move a bulletMoves a Workflowy bullet under a different parent bullet, optionally at a specific position among its new siblings.
Action
Uncomplete a bulletUn-checks a completed Workflowy bullet, putting it back to not-done.
Action
Update a bulletUpdates an existing Workflowy bullet's text, note or layout. Anything left blank is left as it is.
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
Kustomer and Workflowy, answered
What can start an automation from Kustomer?
Any of Kustomer's 6 triggers in the catalog, including Conversation Created, Conversation Updated, Customer Created and Customer Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Workflowy when something happens in Kustomer?
Any of Workflowy's 10 actions, including Create Bullet, Update a bullet, Complete a bullet and Export all bullets. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Workflowy to Kustomer?
Workflowy has no triggers in the catalog today, so automations start in Kustomer. If you need the other direction, ask: your agent reads Workflowy's API documentation and adds it.
Do I have to build a connector for Kustomer or Workflowy?
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 Kustomer and Workflowy 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.