Integration
Connect Process Street to Convoso
When Data Set Record Created fires in Process Street, your agent runs Campaigns: Set Status in Convoso. 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 Convoso to do together?
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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)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 Convoso
When Data Set Record Created in Process Street
then Campaigns: Set Status in Convoso
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 Convoso
Triggers and actions 7 triggers · 48 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.
- Agent Monitor
Returns the live state of Convoso agents (status, current call, call counts), optionally filtered by campaign, queue, agent or skill.
- Agent Monitor: Logout
Logs a Convoso agent out of the dialer.
- Callback: Delete
Deletes a scheduled Convoso callback.
- Callback: Insert
Schedules a callback for a Convoso lead, for the system or a specific agent.
- Callbacks
Returns Convoso callbacks filtered by date range, campaign, lead, list, agent, recipient or stage.
- Call Logs
Returns Convoso call log records filtered by lead, campaign, list, agent, phone number, call type or time range.
- Call Logs: Update
Writes values into the two extra fields of a Convoso call log record.
- Campaigns
Returns every campaign in the Convoso account with its ID, name, active status and last call date.
- Campaigns: Set Status
Activates or deactivates a Convoso campaign.
- DNC: Delete
Removes a phone number from a campaign's or the global Do Not Call list.
- DNC: Insert
Adds a phone number to a campaign's or the global Do Not Call list.
- DNC Records
Returns Do Not Call entries from a campaign or the global DNC list, filtered by phone number, campaign, date, reason or purpose.
- Lead: Delete
Deletes a lead from Convoso.
- Lead: Insert
Adds a lead to a Convoso list, optionally checking duplicates and DNC, queuing it in the hopper, or updating an existing match.
- Lead Recordings
Returns the call recordings for a Convoso lead, optionally within a date-time range.
- Leads
Returns Convoso leads matching the given filters, such as list, status, owner, phone number or last-updated date range.
- Lead: Update
Updates an existing Convoso lead's details, list or status.
- List: Delete
Deletes a Convoso lead list.
- List: Insert
Creates a new lead list in Convoso and assigns it to a campaign.
- Lists
Returns lead lists in the Convoso account, filtered by status and optionally by list or campaign.
- List: Update
Updates the name, campaign, description or status of a Convoso lead list.
- User Recordings
Returns call recordings made by the given Convoso users, optionally within a date-time range.
- Users
Returns Convoso user (agent) profiles for the given users.
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 Convoso, 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 Convoso when something happens in Process Street?
Any of Convoso's 23 actions, including Agent Monitor, Agent Monitor: Logout, Callback: Insert and Callbacks. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Convoso to Process Street?
Convoso has no triggers in the catalog today, so automations start in Process Street. If you need the other direction, ask: your agent reads Convoso's API documentation and adds it.
Do I have to build a connector for Process Street or Convoso?
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 Convoso 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.