Integration
Connect Previsto and Process Street
When Completed Assignment fires in Previsto, your agent runs Create Data Set Record in Process Street, or Data Set Record Created in Process Street to Create Contact in Previsto. 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 Previsto 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)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 Previsto and Process Street can do together
From Previsto to Process Street
When Completed Assignment in Previsto
then Create Data Set Record in Process Street
When Created Agreement in Previsto
then Update Data Set Record in Process Street
From Process Street to Previsto
When Data Set Record Created in Process Street
then Create Contact in Previsto
When Data Set Record Updated in Process Street
then Update contact in Previsto
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 Previsto and Process Street
Triggers and actions 12 triggers · 23 actions
Trigger
Completed AssignmentTriggers when an assignment is marked as completed in Previsto.
Trigger
Created AgreementTriggers when a new service agreement is created in Previsto.
Trigger
Created AssignmentTriggers when a new assignment is created in Previsto.
Trigger
Created ContactTriggers when a new contact is created in your Previsto account, and hands on that contact's details.
Trigger
Updated ContactTriggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
Action
Create AgreementCreates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
Action
Create AssignmentCreates an assignment in Previsto for a customer and returns the created assignment.
Action
Create ContactCreates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
Action
Delete agreementDeletes a service agreement from Previsto.
Action
Delete assignmentDeletes an assignment from Previsto.
Action
Delete contactDeletes a contact from Previsto.
Action
Get accountReturns a single Previsto account, including its contact details, roles and location.
Action
Get agreementRetrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
Action
Get assignmentReturns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
Action
Get contactReturns a single Previsto contact, including its address, billing settings and notification preferences.
Action
List contactsReturns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
Action
Update agreementUpdates a service agreement in Previsto and returns the updated agreement.
Action
Update contactUpdates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
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
Create Data Set RecordAdds a new record to a data set.
Action
Delete Data Set RecordDeletes an existing record in a data set.
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
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 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
More from Previsto
Previsto to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Previsto to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Previsto to StripeStripe is a payment processing platform for online businesses.
Previsto to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Previsto to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Previsto to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Process Street
HubSpot to Process StreetHubSpot is your all-in-one stop for all of your marketing software needs.
Google Calendar to Process StreetGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Process StreetGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Process StreetMailchimp marketing automation and email platform.
Pipedrive to Process StreetPipedrive is a sales CRM and pipeline management tool.
ActiveCampaign to Process StreetActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
Previsto and Process Street, answered
What can start an automation from Previsto?
Any of Previsto's 5 triggers in the catalog, including Completed Assignment, Created Agreement, Created Assignment and Created Contact. 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 Previsto?
Any of Process Street's 10 actions, including Create Data Set Record, Update Data Set Record, Update Task and Update Workflow Run. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Process Street to Previsto?
Yes. When something happens in Process Street, your agent can act in Previsto too. This page covers both directions: Process Street's triggers and Previsto's actions are listed here as well.
Do I have to build a connector for Previsto 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 Previsto 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.