Integration
Connect Membrain and Workbooks CRM
When Account Growth Project Created fires in Membrain, your agent runs Create Customer Order in Workbooks CRM, or New Case in Workbooks CRM to Create Completed Task in Membrain. 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 Membrain and Workbooks CRM to do together?
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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 Membrain and Workbooks CRM can do together
From Membrain to Workbooks CRM
When Account Growth Project Created in Membrain
then Create Customer Order in Workbooks CRM
From Workbooks CRM to Membrain
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 Membrain and Workbooks CRM
Triggers and actions 28 triggers · 43 actions
- Account Growth Project Archived
Triggers when a Account Growth Project reaches status Archived.
- Account Growth Project Created
Triggers when a new Account Growth Project is created.
- Account Growth Project Moved to Stage
Triggers when a Account Growth Project moves to a different stage of its process.
- Account Growth Project Won
Triggers when a Account Growth Project reaches status Won.
- Activity Created
Triggers when a new Activity (email, call, note, appointment or task) is created in Membrain.
- Company Created
Triggers when a new Company is created.
- Contact Created
Triggers when a new Contact is created.
- Flow Archived
Triggers when a Flow reaches status Archived.
- Flow Created
Triggers when a new Flow is created.
- Flow Moved to Stage
Triggers when a Flow moves to a different stage of its process.
- Flow Won
Triggers when a Flow reaches status Won.
- Prospect Created
Triggers when a new Prospect is created.
- Prospect Disqualified
Triggers when a Prospect reaches status Disqualified.
- Prospect Won
Triggers when a Prospect reaches status Qualified.
- Sales Project Archived
Triggers when a Sales Project reaches status Archived.
- Sales Project Created
Triggers when a new Sales Project is created.
- Sales Project Moved to Stage
Triggers when a Sales Project moves to a different stage of its process.
- Sales Project Won
Triggers when a Sales Project reaches status Won.
- Ticket Archived
Triggers when a Ticket reaches status Archived.
- Ticket Created
Triggers when a new Ticket is created.
- Ticket Moved to Stage
Triggers when a Ticket moves to a different stage of its process.
- Ticket Resolved
Triggers when a Ticket reaches status Resolved.
- Create Appointment
Creates an Appointment in Membrain.
- Create Call
Logs a Call in Membrain.
- Create Completed Task
Creates a Task in Membrain and marks it completed, so it shows as done in the activity stream.
- Create Note
Creates a Note in Membrain.
- Create Task
Creates a Task in Membrain.
- Find Account Growth Project by Key
Finds the first Account Growth Project matching the given value; returns found=false when there is none.
- Find Account Growth Project by Name
Finds the first Account Growth Project matching the given value; returns found=false when there is none.
- Find Company by External Identifier
Finds the first Company matching the given value; returns found=false when there is none.
- Find Company by Id
Returns one Company by its Id.
- Find Company by Name
Finds the first Company matching the given value; returns found=false when there is none.
- Find Contact by Company Name and Name
Finds the first Contact with the given full name.
- Find Contact by Id
Returns one Contact by its Id.
- Find Contact by Primary Email Address
Finds the first Contact matching the given value; returns found=false when there is none.
- Find Flow by Key
Finds the first Flow matching the given value; returns found=false when there is none.
- Find Flow by Name
Finds the first Flow matching the given value; returns found=false when there is none.
- Find Prospect by Id
Returns one Prospect by its Id.
- Find Prospect by Key
Finds the first Prospect matching the given value; returns found=false when there is none.
- Find Prospect by Name
Finds the first Prospect matching the given value; returns found=false when there is none.
- Find Sales Project by Key
Finds the first Sales Project matching the given value; returns found=false when there is none.
- Find Sales Project by Name
Finds the first Sales Project matching the given value; returns found=false when there is none.
- Find Ticket by Key
Finds the first Ticket matching the given value; returns found=false when there is none.
- Find Ticket by Name
Finds the first Ticket matching the given value; returns found=false when there is none.
- New Case
Triggers when a new support case is created in Workbooks.
- New Organisation
Triggers when a new organisation is created in Workbooks.
- New Person
Triggers when a new person is created in Workbooks.
- New Sales Lead
Triggers when a new sales lead is created in Workbooks.
- Posted Credit Note
Triggers when a credit note in Workbooks is posted.
- Posted Invoice
Triggers when an invoice in Workbooks is posted.
- Create Case
Creates a new support case in Workbooks and returns its id and details.
- Create Customer Order
Creates a new customer order in Workbooks and returns its id and details.
- Create Marketing Campaign
Creates a new marketing campaign in Workbooks and returns its id and details.
- Create Marketing Campaign Member
Adds a person, organisation or lead to a marketing campaign in Workbooks and returns the membership's id.
- Create Marketing Campaign Member Status
Adds a new member status (such as Invited or Attended) to a marketing campaign in Workbooks.
- Create Organisation
Creates a new organisation (company) in Workbooks and returns its id and details.
- Create Person
Creates a new person (contact) in Workbooks and returns its id and details.
- Create Sales Lead
Creates a new sales lead in Workbooks and returns its id and details.
- Create Task
Creates a new task in Workbooks and returns its id and details.
- Find a Customer Order
Finds a customer order in Workbooks by its order reference and returns the first match.
- Find a Marketing Campaign
Finds a marketing campaign in Workbooks by name and returns the first match.
- Find a Marketing Campaign Member
Finds a member of a marketing campaign in Workbooks by campaign and member id.
- Find a Marketing Campaign Member Status
Finds a member status of a marketing campaign in Workbooks by its name.
- Find an Organisation
Finds an organisation in Workbooks by name and returns the first match.
- Find a Person
Finds a person in Workbooks by email address and returns the first match.
- Find a Sales Lead
Finds a sales lead in Workbooks by name and returns the first match.
- Update Customer Order
Updates an existing customer order in Workbooks. Only the fields you fill in are changed.
- Update Marketing Campaign Member
Updates an existing marketing campaign member in Workbooks, for example to change their member status.
- Update Organisation
Updates an existing organisation in Workbooks. Only the fields you fill in are changed.
- Update Person
Updates an existing person in Workbooks. Only the fields you fill in are changed.
- Update Sales Lead
Updates an existing sales lead in Workbooks. Only the fields you fill in are changed.
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
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Questions
Membrain and Workbooks CRM, answered
What can start an automation from Membrain?
Any of Membrain's 22 triggers in the catalog, including Account Growth Project Created, Account Growth Project Moved to Stage, Activity Created and Company Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Workbooks CRM when something happens in Membrain?
Any of Workbooks CRM's 21 actions, including Create Case, Create Customer Order, Create Marketing Campaign and Create Marketing Campaign Member. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Workbooks CRM to Membrain?
Yes. When something happens in Workbooks CRM, your agent can act in Membrain too. This page covers both directions: Workbooks CRM's triggers and Membrain's actions are listed here as well.
Do I have to build a connector for Membrain or Workbooks CRM?
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 Membrain and Workbooks CRM 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.