Integration
Connect Process Street to ABC GymSales
When Data Set Record Created fires in Process Street, your agent runs Create Appointment in ABC GymSales. 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 Process Street and ABC GymSales to do together?
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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 Process Street can start in ABC GymSales
When Data Set Record Created in Process Street
then Create Appointment in ABC GymSales
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 Process Street and ABC GymSales
Triggers and actions 7 triggers · 51 actions
- Data Set Record Created
Triggers when a new record is added to a data set.
- Data Set Record Updated
Triggers when an existing record is updated in a data set.
- New Comment
Triggers when a new comment is posted on a task in a workflow, or in a specific workflow run.
- New Comment Attachment
Triggers when someone attaches a file to a comment in a workflow run.
- New Task Checked
Triggers when a task is checked off in a workflow.
- New Workflow Run
Triggers when a workflow is run.
- Task Ready
Triggers when a task is ready to be worked on.
- Add comment
Adds a comment to a task in a Process Street workflow run.
- Add one-off task
Creates a one-off task in Process Street, optionally linked to a workflow run, with assignees and subtasks.
- Assign user to task
Assigns 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.
- Complete one-off task
Marks a one-off task as completed and returns the updated task.
- Create Data Set Record
Adds a new record to a data set.
- Delete Data Set Record
Deletes an existing record in a data set.
- Delete workflow run
Deletes a workflow run in Process Street. It can be restored later with Undelete.
- Find Data Set Records
Search for data set records by form fields.
- Find Workflow Run
Search for a workflow run by ID, name, form fields, and other attributes.
- Get data set record
Returns one record from a Process Street data set, including its field values.
- Get task
Returns a task in a workflow run, including its status, due date, completion details and whether it is hidden or stopped.
- Get workflow
Returns a workflow (template) by its ID, including its name, folder, sharing settings and audit details.
- Get workflow run
Returns a workflow run (one execution of a workflow) by its ID, including its name, status, due date and workflow.
- List comments
Returns the comments on a workflow, or on a workflow run (optionally narrowed to one task), newest first.
- List data sets
Returns the data sets in your Process Street organization, including each data set's name and column definitions.
- List form fields
Returns the form fields defined in a Process Street workflow, with each field's type, label, key and task.
- List form field values
Returns every form field value filled in on a workflow run, with each field's label, key, type and value.
- List users
Returns the users in your Process Street organization, including deactivated ones, with their email, name and membership status.
- List Workflow Run Tasks
lists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs.
- List Workflows
Lists the workflows in your Process Street organization.
- Run Workflow
Runs a workflow.
- Update Data Set Record
Updates an existing record in a data set.
- Update form field values
Sets the values of one or more form fields in a Process Street workflow run, leaving other fields unchanged.
- Update Task
Update a task in a workflow run.
- Update Workflow Run
Update an existing workflow run.
- Add Company
Creates a new company (club location) in ABC GymSales and returns the created company.
- Add Tag
Adds a tag to a person.
- Create Appointment
Adds an appointment (event) for a person.
- Create Note
Adds a note to an existing person.
- Create Person
Creates a new person (prospect) in a GymSales club.
- Extend trial
Extends a person's trial in ABC GymSales, optionally to a specific trial end date, and returns the updated person.
- Find People
Returns every person in GymSales matching the name, email or phone you supply, optionally across all locations.
- Find Person by Email
Finds a person by email address.
- Find Person by Mobile Phone
Finds a person by mobile phone number.
- Find Users
Finds a GymSales user (salesperson or club manager) by their email address.
- Get Company
Returns one GymSales company (club) by ID.
- Get Person
Returns one GymSales person (prospect or member) by ID.
- List Companies
Returns the companies (clubs) in the GymSales account.
- List Company Activities
Returns the appointment (Event) activities for a GymSales company, optionally filtered by completion status and start date.
- List Company Groups
Returns the company groups the connected user can access, with each group's name, brand and creation date.
- List Notes
Returns the notes on a person.
- List Person Activities
Returns the activities (events, appointments and tasks) recorded for a person, optionally filtered by completion status.
- List Tags
Returns the tags in the GymSales account.
- Log SMS
Records an SMS message on a person's GymSales history.
- Opt Out of Email
Opts the people with an email address out of GymSales email.
- Opt Out of SMS
Opts the people with a mobile number out of GymSales SMS.
- Remove Tag
Removes a tag from a person.
- Salesperson_Name
Assigns a salesperson to an existing prospect or member, matched on the salesperson's name in GymSales.
- Set Do Not Call
Marks a person do-not-call, or clears the flag.
- Update Company
Updates an existing company (club) in ABC GymSales. Only the fields you fill in are changed.
- Update Person
Updates an existing GymSales person. First name and company are required by GymSales on every update.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
Process Street and ABC GymSales, answered
What can start an automation from Process Street?
Any of Process Street's 7 triggers in the catalog, including Data Set Record Created, Data Set Record Updated, New Comment and New Comment Attachment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ABC GymSales when something happens in Process Street?
Any of ABC GymSales's 26 actions, including Create Appointment, Create Note, Create Person and Log SMS. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ABC GymSales to Process Street?
ABC GymSales has no triggers in the catalog today, so automations start in Process Street. If you need the other direction, ask: your agent reads ABC GymSales's API documentation and adds it.
Do I have to build a connector for Process Street or ABC GymSales?
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 Process Street and ABC GymSales 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.