--- title: "Connect OpsGenie and WorkflowMax - APIANT.ai" description: "When \"New alert\" fires in OpsGenie, your agent runs \"Create Job Task\" in WorkflowMax." canonical: "https://apiant.ai/connect/opsgenie-to-workflowmax" --- # Connect OpsGenie and WorkflowMax When **New alert** fires in [OpsGenie](https://apiant.ai/connections/opsgenie), your agent runs **Create Job Task** in [WorkflowMax](https://apiant.ai/connections/workflowmax), or **Job Category Created** in WorkflowMax to **Add note to alert** in OpsGenie. Describe the whole flow and it is built, tested on every scenario and kept running. OpsGenie **1** trigger OpsGenie **14** actions WorkflowMax **23** triggers WorkflowMax **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want OpsGenie and WorkflowMax 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 OpsGenie and WorkflowMax can do together ### From OpsGenie to WorkflowMax - When **New alert** in OpsGenie then **Create Job Task** in WorkflowMax - When **New alert** in OpsGenie then **Create Lead** in WorkflowMax ### From WorkflowMax to OpsGenie - When **Job Category Created** in WorkflowMax then **Add note to alert** in OpsGenie - When **Job Cost Added** in WorkflowMax then **Create Alert** in OpsGenie 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 OpsGenie and WorkflowMax ## Triggers and actions 24 triggers · 33 actions - Trigger **New alert** Triggers when a new alert is created in OpsGenie, optionally limited to alerts matching a search query. - Action **Acknowledge alert** Acknowledges an OpsGenie alert, optionally adding a note. The request is processed asynchronously and returns a request id. - Action **Add note to alert** Adds a note to an existing OpsGenie alert. The note is processed asynchronously; the returned request id can be used to check its status. - Action **Assign alert** Assigns an OpsGenie alert to a user as its owner. - Action **Close alert** Closes an OpsGenie alert identified by its id, tiny id or alias. Closing is processed asynchronously and returns a request id. - Action **Close incident** Closes an OpsGenie incident, optionally adding a note. - Action **Create Alert** Creates a new alert in OpsGenie with a message, optional priority, responders, tags and custom details. - Action **Delete alert** Deletes an OpsGenie alert by its id, tiny id or alias. The deletion is processed asynchronously and returns a request id. - Action **Get alert** Returns a single OpsGenie alert, looked up by its id, tiny id or alias. - Action **Get incident** Returns an OpsGenie incident by its id or tiny id, including its message, status, priority, responders, tags and custom properties. - Action **List alerts** Returns alerts in your OpsGenie account, optionally filtered by a search query or a saved search, and sorted by the field you choose. - Action **List incidents** Returns incidents matching a search query, sorted as requested. - Action **List schedules** Returns all on-call schedules in the OpsGenie account, optionally with their rotations. - Action **List teams** Returns all teams in the OpsGenie account, with each team's id, name and description. - Action **List users** Returns the users in your Opsgenie account, optionally filtered by a search query and sorted. - Trigger **Job Category Created** Triggers when a new job category is created in WorkflowMax. - Trigger **Job Cost Added** Triggers when a new cost is added to any job. - Trigger **Job Document Added** Triggers when a new document is added to the selected WorkflowMax job. - Trigger **Job Task Added** Triggers when a new task is added to a job in WorkflowMax. - Trigger **Job Task Completed** Triggers when a task on the selected job is marked completed. - Trigger **Job Task Updated** Triggers when a task on the chosen job is added or changed. - Trigger **Job Updated** Triggers when a job is created or any of its details change in WorkflowMax. - Trigger **List Job Tasks** Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job. - Trigger **New Client Created** Triggers when a new client is created in WorkflowMax. - Trigger **New Cost Created** Triggers when a new cost item is added to the WorkflowMax cost list. - Trigger **New Custom Field Created** Triggers when a new custom field definition is created in WorkflowMax. - Trigger **New Invoice Created** Triggers when a new invoice is created in WorkflowMax. - Trigger **New Job Created** Triggers when a new job is created in WorkflowMax. - Trigger **New Job Status** Triggers when a new job status is added to the WorkflowMax account. - Trigger **New Lead** Triggers when a new lead is added in WorkflowMax. - Trigger **New or Updated Quote** Triggers when a quote is created or an existing quote changes in WorkflowMax. - Trigger **New PO Bill Created** Triggers when a new bill is created against a purchase order in WorkflowMax. - Trigger **New Purchase Order Created** Triggers when a new purchase order is created in WorkflowMax. - Trigger **New Quote Accepted** Triggers when a quote in WorkflowMax is accepted. - Trigger **New Quote Issued** Triggers when a quote in WorkflowMax is in the Issued state. - Trigger **New Supplier Created** Triggers when a new supplier is created in WorkflowMax. - Trigger **New Task Created** Triggers when a new task type is created in WorkflowMax settings. - Trigger **New Timesheet Created** Triggers when a new timesheet entry is created in WorkflowMax. - Action **Create Client** Creates a new client in WorkflowMax. - Action **Create Cost Admin** Creates a cost item in the WorkflowMax cost settings list. - Action **Create Job** Creates a new job in WorkflowMax for a client. - Action **Create Job Cost** Adds a cost line to an existing WorkflowMax job. - Action **Create Job Task** Adds a task from your WorkflowMax task list to a job. - Action **Create Lead** Creates a new lead in WorkflowMax. - Action **Create Purchase Order** Creates a draft purchase order with one line for a job and supplier. - Action **Create Task Admin** Creates a task in your WorkflowMax task list, which can then be added to jobs. - Action **Create Timesheet** Logs time against a job task for a staff member. - Action **Find Account** Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter. - Action **Find Business Structure** Finds client business structures (such as Company or Sole Trader) whose name contains the text you give. - Action **Find Client** Finds clients whose name contains the text you give. - Action **Find Client Type** Finds client types in WorkflowMax whose name contains the text you supply. - Action **Find Job** Finds jobs whose name or job number contains the text you supply. - Action **Find Job Cost** Finds costs on a WorkflowMax job whose description or code contains the text you supply. - Action **Find Job Status** Finds job statuses in your WorkflowMax account whose name contains the text you give. - Action **Find Job Task** Finds the tasks on a job whose name or description contains the text you supply. - Action **Find Staff** Finds staff members in WorkflowMax whose name or email contains the text you supply. - Action **Find Tax** Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found. ## Each app on its own - [ **OpsGenie** OpsGenie extends IT Operations Management to mobile devices.](https://apiant.ai/connections/opsgenie) - [ **WorkflowMax** WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline...](https://apiant.ai/connections/workflowmax) Reviews ## What our customers say ## More from OpsGenie - [ **OpsGenie to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/opsgenie-to-salesforce) - [ **OpsGenie to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/opsgenie-to-slack) - [ **OpsGenie to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/opsgenie-to-stripe) - [ **OpsGenie to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/opsgenie-to-shopify) - [ **OpsGenie to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/opsgenie-to-quickbooks-online) - [ **OpsGenie to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/opsgenie-to-pipedrive) ## More into WorkflowMax - [ **HubSpot to WorkflowMax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workflowmax) - [ **Salesforce to WorkflowMax** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workflowmax) - [ **Slack to WorkflowMax** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workflowmax) - [ **Google Sheets to WorkflowMax** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-workflowmax) - [ **Gmail to WorkflowMax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workflowmax) - [ **Google Calendar to WorkflowMax** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-workflowmax) Questions ## OpsGenie and WorkflowMax, answered ### ### What can start an automation from OpsGenie? Any of OpsGenie's 1 trigger in the catalog, including New alert. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WorkflowMax when something happens in OpsGenie? 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 OpsGenie? Yes. When something happens in WorkflowMax, your agent can act in OpsGenie too. This page covers both directions: WorkflowMax's triggers and OpsGenie's actions are listed here as well. ### ### Do I have to build a connector for OpsGenie 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. ### ### Can my AI client use OpsGenie and WorkflowMax 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.