--- title: "Connect MyDesk to Zixflow - APIANT.ai" description: "When \"New Appointment\" fires in MyDesk, your agent runs \"Add collection record\" in Zixflow." canonical: "https://apiant.ai/connect/mydesk-to-zixflow" --- # Connect MyDesk to Zixflow When **New Appointment** fires in [MyDesk](https://apiant.ai/connections/mydesk), your agent runs **Add collection record** in [Zixflow](https://apiant.ai/connections/zixflow). Describe the whole flow and it is built, tested on every scenario and kept running. MyDesk **7** triggers MyDesk **4** actions Zixflow **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want MyDesk and Zixflow 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 MyDesk can start in Zixflow - When **New Appointment** in MyDesk then **Add collection record** in Zixflow - When **New Company** in MyDesk then **Update Collection Record** in Zixflow 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 MyDesk and Zixflow ## Triggers and actions 7 triggers · 24 actions - Trigger **New Appointment** Triggered when a new appointment is created in MyDesk. - Trigger **New Company** Triggers when a new company is created in MyDesk. - Trigger **New Contact** Triggers when a new contact is created in MyDesk. - Trigger **New Opportunity** Triggered when a new opportunity is created in MyDesk. - Trigger **New Task** Triggered when a new task is created in MyDesk. - Trigger **Task Completed** Triggers when a task is marked as completed in MyDesk. - Trigger **Task Overdue** Triggers when an open task passes its planned date without being completed. - Action **Find Contact** Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply. - Action **Find Country** Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition. - Action **Find Opportunity** Returns the opportunities in MyDesk that match your own identifier or a filter condition. - Action **Find Task** Returns the MyDesk tasks that match your identifier, subject or filter condition. - Action **Add collection record** Create a record in a collection. Docs: docs.zixflow.com/api-reference/records/create - Action **Create Activity** Create activity/task in the system. - Action **Create List Entry** Create list entry in the system - Action **Delete Activity** Delete activity/task in the system. - Action **Delete Collection Record** Delete specific collection record within the system. - Action **Delete List Entry** Delete specific list entry within the system. It will not delete collection record. - Action **Find activities** List/query activities and tasks. - Action **Find collection records** List/query records of a collection with filters and sorting. - Action **Find list entries** List/query entries of a list. Docs: docs.zixflow.com/api-reference/list-entries/get - Action **Find or Create Collection Record** Create collection record or locate existing record within the system, eliminating duplicates if present. - Action **Get activity** Get an activity by ID. Docs: docs.zixflow.com/api-reference/activity-list/get-by-id - Action **Get collection** Get a collection by ID. - Action **Get collection record** Get one collection record by ID. Docs: docs.zixflow.com/api-reference/records/get-by-id - Action **Get list entry** Get one list entry by ID. Docs: docs.zixflow.com/api-reference/list-entries/get-by-id - Action **List attributes** List attributes of a collection or list. Docs: docs.zixflow.com/api-reference/attributes/get-list-of-attributes - Action **List collections** List system and custom collections. - Action **List lists** List all lists. Docs: docs.zixflow.com/api-reference/list/get-list-of-lists - Action **List workspace members** List workspace members. - Action **Update Activity** Update activity/task in the system. - Action **Update Collection Record** Designed to seamlessly update individual collection record data within the system. ## Each app on its own - [ **MyDesk** MyDesk: Get started quickly with a user-friendly CRM for sales.](https://apiant.ai/connections/mydesk) - [ **Zixflow** Zixflow is your all-in-one workspace to help you drive success.](https://apiant.ai/connections/zixflow) Reviews ## What our customers say ## More from MyDesk - [ **MyDesk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mydesk-to-salesforce) - [ **MyDesk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mydesk-to-slack) - [ **MyDesk to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mydesk-to-stripe) - [ **MyDesk to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mydesk-to-shopify) - [ **MyDesk to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mydesk-to-quickbooks-online) - [ **MyDesk to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mydesk-to-pipedrive) ## More into Zixflow - [ **Digital Practice to Zixflow** Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR...](https://apiant.ai/connect/digital-practice-to-zixflow) - [ **HubSpot to Zixflow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zixflow) - [ **Salesforce to Zixflow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zixflow) - [ **Slack to Zixflow** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zixflow) - [ **Google Sheets to Zixflow** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zixflow) - [ **Gmail to Zixflow** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zixflow) Questions ## MyDesk and Zixflow, answered ### ### What can start an automation from MyDesk? Any of MyDesk's 7 triggers in the catalog, including New Appointment, New Company, New Contact and New Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zixflow when something happens in MyDesk? Any of Zixflow's 20 actions, including Create Activity, Create List Entry, Update Activity and Update Collection Record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zixflow to MyDesk? Zixflow has no triggers in the catalog today, so automations start in MyDesk. If you need the other direction, ask: your agent reads Zixflow's API documentation and adds it. ### ### Do I have to build a connector for MyDesk or Zixflow? 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 MyDesk and Zixflow 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.