Integration
Connect Process Street to Avoma
When Data Set Record Created fires in Process Street, your agent runs Update call in Avoma. 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 Avoma 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 Process Street can start in Avoma
When Data Set Record Created in Process Street
then Update call in Avoma
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 Avoma
Triggers and actions 7 triggers · 22 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.
- Create Data Set Record
Adds a new record to a data set.
- Delete Data Set Record
Deletes an existing record in a data set.
- 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.
- 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 Task
Update a task in a workflow run.
- Update Workflow Run
Update an existing workflow run.
- Get call
Returns a single Avoma call by its external ID, including its CRM links, recording URL, processing state and linked meeting.
- Get meeting
Returns a single Avoma meeting by its UUID, including its attendees, schedule, state, and recording and transcription details.
- Get meeting insights
Returns the AI notes, keyword occurrences, popular keywords and speakers for a completed Avoma meeting.
- Get recording
Returns the signed audio and video download links for the recording of an Avoma meeting. If the video is still being processed, returns a message instead of the links.
- Get transcription
Returns the transcript of a meeting's recording, including the speakers, the timed transcript text and a link to the VTT file.
- List calls
Returns the calls in your Avoma organization that started within a date range, optionally narrowed to inbound or outbound calls.
- List meetings
Returns the meetings in your Avoma organization that started within a date range, optionally filtered by attendee, CRM record, recording length or meeting type.
- List notes
Returns the AI-generated notes for meetings in a date range, optionally narrowed to one meeting or custom category.
- List scorecard evaluations
Returns completed scorecard evaluations for meetings, optionally narrowed by date range, scorecard template, meeting or evaluated user.
- List users
Returns the users in your Avoma organization, including each user's name, email, role, teams and status.
- Update call
Updates an existing call's details in Avoma, such as its subject, participant names, meeting purpose and outcome, or linked CRM records, and returns the updated call.
- Upload Audio Call
Creates a call in Avoma from a publicly reachable audio recording. Avoma downloads the recording and processes it into a transcript and notes, or uses a transcript you supply.
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
Process Street and Avoma, 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 Avoma when something happens in Process Street?
Any of Avoma's 12 actions, including Update call, Upload Audio Call, Get call and Get meeting. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Avoma to Process Street?
Avoma has no triggers in the catalog today, so automations start in Process Street. If you need the other direction, ask: your agent reads Avoma's API documentation and adds it.
Do I have to build a connector for Process Street or Avoma?
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 Avoma 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.