Integration
Connect Ometria and Process Street
When New Order fires in Ometria, your agent runs Add one-off task in Process Street, or Data Set Record Created in Process Street to Create or Update Contact in Ometria. 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 Ometria and Process Street 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 Ometria and Process Street can do together
From Ometria to Process Street
When New Order in Ometria
then Add one-off task in Process Street
When New Order in Ometria
then Create Data Set Record in Process Street
From Process Street to Ometria
When Data Set Record Created in Process Street
then Create or Update Contact in Ometria
When Data Set Record Updated in Process Street
then Send Transactional Email in Ometria
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 Ometria and Process Street
Triggers and actions 8 triggers · 42 actions
Trigger
New OrderTriggers when a new order appears in Ometria.
Action
Create or Update ContactCreates a contact in Ometria, or updates it when a contact with the same ID already exists in the collection.
Action
Create or Update ProductCreates a product in Ometria, or updates it when a product with the same ID already exists.
Action
Get ContactReturns one contact from an Ometria contact collection.
Action
Get ListReturns one Ometria list (saved segment) by its ID.
Action
Get OrderReturns one order from Ometria by its order ID.
Action
Get ProductReturns one product from Ometria by its product ID.
Action
Get ProfileReturns one Ometria customer profile by its profile ID.
Action
List Contact CollectionsReturns the contact collections in Ometria with the number of contacts in each.
Action
List ContactsReturns the contacts in one Ometria contact collection.
Action
List Custom EventsReturns custom events recorded in Ometria, optionally of one event type.
Action
List List MembersReturns the customer profiles in one Ometria list.
Action
List ListsReturns the lists (saved segments) in Ometria.
Action
List OrdersReturns orders from Ometria, optionally filtered by customer.
Action
List ProductsReturns products from Ometria's product catalog.
Action
List UnsubscribesReturns email and SMS unsubscribe events in a time range.
Action
Send Transactional EmailSends a transactional email to one recipient through Ometria, from your own HTML/text or an Ometria template.
Action
Track Custom EventRecords a custom event for a customer in Ometria.
Trigger
Data Set Record CreatedTriggers when a new record is added to a data set.
Trigger
Data Set Record UpdatedTriggers when an existing record is updated in a data set.
Trigger
New CommentTriggers when a new comment is posted on a task in a workflow, or in a specific workflow run.
Trigger
New Comment AttachmentTriggers when someone attaches a file to a comment in a workflow run.
Trigger
New Task CheckedTriggers when a task is checked off in a workflow.
Trigger
New Workflow RunTriggers when a workflow is run.
Trigger
Task ReadyTriggers when a task is ready to be worked on.
Action
Add commentAdds a comment to a task in a Process Street workflow run.
Action
Add one-off taskCreates a one-off task in Process Street, optionally linked to a workflow run, with assignees and subtasks.
Action
Assign user to taskAssigns a user, by email address, to a task in a workflow run. An email that is not an organization member is invited as a guest.
Action
Complete one-off taskMarks a one-off task as completed and returns the updated task.
Action
Create Data Set RecordAdds a new record to a data set.
Action
Delete Data Set RecordDeletes an existing record in a data set.
Action
Delete workflow runDeletes a workflow run in Process Street. It can be restored later with Undelete.
Action
Find Data Set RecordsSearch for data set records by form fields.
Action
Find Workflow RunSearch for a workflow run by ID, name, form fields, and other attributes.
Action
Get data set recordReturns one record from a Process Street data set, including its field values.
Action
Get taskReturns a task in a workflow run, including its status, due date, completion details and whether it is hidden or stopped.
Action
Get workflowReturns a workflow (template) by its ID, including its name, folder, sharing settings and audit details.
Action
Get workflow runReturns a workflow run (one execution of a workflow) by its ID, including its name, status, due date and workflow.
Action
List commentsReturns the comments on a workflow, or on a workflow run (optionally narrowed to one task), newest first.
Action
List data setsReturns the data sets in your Process Street organization, including each data set's name and column definitions.
Action
List form fieldsReturns the form fields defined in a Process Street workflow, with each field's type, label, key and task.
Action
List form field valuesReturns every form field value filled in on a workflow run, with each field's label, key, type and value.
Action
List usersReturns the users in your Process Street organization, including deactivated ones, with their email, name and membership status.
Action
List Workflow Run Taskslists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs.
Action
List WorkflowsLists the workflows in your Process Street organization.
Action
Run WorkflowRuns a workflow.
Action
Update Data Set RecordUpdates an existing record in a data set.
Action
Update form field valuesSets the values of one or more form fields in a Process Street workflow run, leaving other fields unchanged.
Action
Update TaskUpdate a task in a workflow run.
Action
Update Workflow RunUpdate an existing workflow run.
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
Ometria and Process Street, answered
What can start an automation from Ometria?
Any of Ometria's 1 trigger in the catalog, including New Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Process Street when something happens in Ometria?
Any of Process Street's 25 actions, including Create Data Set Record, Update Data Set Record, Update form field values and Update Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Process Street to Ometria?
Yes. When something happens in Process Street, your agent can act in Ometria too. This page covers both directions: Process Street's triggers and Ometria's actions are listed here as well.
Do I have to build a connector for Ometria or Process Street?
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 Ometria and Process Street 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.