Integration
Connect Omnisend and WorkflowMax
When New Contact fires in Omnisend, your agent runs Create Job Task in WorkflowMax, or Job Category Created in WorkflowMax to Add product category in Omnisend. 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 Omnisend and WorkflowMax to do together?
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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 Omnisend and WorkflowMax can do together
From Omnisend to WorkflowMax
When New Contact in Omnisend
then Create Job Task in WorkflowMax
When Updated Contacts in Omnisend
then Create Lead in WorkflowMax
From WorkflowMax to Omnisend
When Job Category Created in WorkflowMax
then Add product category in Omnisend
When Job Cost Added in WorkflowMax
then Add email template in Omnisend
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 Omnisend and WorkflowMax
Triggers and actions 25 triggers · 55 actions
Trigger
New ContactTriggers when a new contact is added to your Omnisend account, optionally limited to a subscription status, segment or tag.
Trigger
Updated ContactsTriggers when a contact is created or updated in Omnisend, newest changes first.
Action
Add email templateCreates a new email template in Omnisend with a name, general style settings and content sections.
Action
Add productCreates a product in your Omnisend catalog, with optional variants, images, categories and tags.
Action
Add product categoryCreates a new product category in your Omnisend store.
Action
Add segmentCreates a new contact segment in Omnisend from a name and a set of condition rules.
Action
Add tags to contactsAdds one or more tags to contacts chosen by contact ID, email, phone number or segment. Tagging happens in the background, so tags may take a moment to appear.
Action
Cancel CampaignCancels a scheduled or paused campaign (or a started email campaign) in Omnisend and marks it as canceled.
Action
Copy CampaignCreates a new draft copy of an existing campaign, including its content, audience and settings. The copy is named "Copy of: " followed by the original name.
Action
Create CampaignCreates a new draft campaign (email or SMS; regular, A/B test or booster) in Omnisend and returns the created campaign.
Action
Create SubscriberCreates a subscriber (contact) in Omnisend, or updates the existing contact with the same email address.
Action
Delete CampaignDeletes a campaign from your Omnisend account.
Action
Delete Email TemplateDeletes an email template from your Omnisend account by its ID.
Action
Delete ImageDeletes an image from the Omnisend image library by its ID.
Action
Delete productDeletes a product from the Omnisend product catalog by its ID.
Action
Delete SegmentPermanently deletes a segment in Omnisend.
Action
Find CampaignReturns a single Omnisend campaign by its ID, including its name, status, channel, audience, content and sending settings.
Action
Find CampaignsReturns campaigns whose name contains the given text, optionally filtered by status, channel, type and created/updated dates.
Action
Find Email TemplateReturns a single email template, including its name, layout sections and general settings, looked up by its ID.
Action
Find Email TemplatesReturns email templates whose names contain the given text.
Action
Find ImageReturns a single image from your Omnisend image library by its ID, including its URL, size and dimensions.
Action
Find ImagesReturns images in your Omnisend library whose names contain the search text.
Action
Find SegmentReturns an Omnisend segment by its ID, including its name, status and condition rules.
Action
Find SegmentsFinds segments whose name contains the given text.
Action
Get contactReturns a single Omnisend contact by its ID, including profile details, identifiers, tags, segments and custom properties.
Action
Get productReturns a single product from your Omnisend catalog by its ID, including its variants, images, categories and stock status.
Action
Get Segment StatisticsReturns statistics for a segment, including how many contacts it currently contains.
Action
Import Email TemplateCreates a new Omnisend email template by importing raw HTML. Returns the created template.
Action
List contactsReturns Omnisend contacts, optionally filtered by email, phone, subscription status, segment, tag or last-update time.
Action
Remove tags from contactsRemoves one or more tags from contacts chosen by contact ID, email, phone number or segment. Omnisend processes the removal in the background.
Action
Render Email TemplateRenders an email template and returns its full HTML body for preview.
Action
Send Customer EventSends a customer event (custom or recommended) to Omnisend for a contact, creating or updating the contact and triggering any automations based on that event.
Action
Update CampaignUpdates a draft campaign's name, language, content, audience, sending settings, booster or A/B test settings. Only campaigns still in draft can be updated.
Action
Update contactUpdates an existing Omnisend contact by its ID, changing only the fields you fill in, and returns the updated contact.
Action
Update email templateFully replaces an existing Omnisend email template's name, sections and general settings, and returns the updated template.
Action
Update productReplaces an existing product in your Omnisend catalog with the details you provide. Fields left blank are not kept from the previous version.
Action
Update segmentUpdates an existing segment's name and rules. The segment can't be updated while it is being built.
Action
Upload ImageUploads an image to your Omnisend image library from a publicly accessible URL and returns the stored image details.
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
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Questions
Omnisend and WorkflowMax, answered
What can start an automation from Omnisend?
Any of Omnisend's 2 triggers in the catalog, including New Contact and Updated Contacts. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WorkflowMax when something happens in Omnisend?
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 Omnisend?
Yes. When something happens in WorkflowMax, your agent can act in Omnisend too. This page covers both directions: WorkflowMax's triggers and Omnisend's actions are listed here as well.
Do I have to build a connector for Omnisend 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.