--- title: "Connect Process Street and Vapi - APIANT.ai" description: "When \"Data Set Record Created\" fires in Process Street, your agent runs \"Add assistant\" in Vapi." canonical: "https://apiant.ai/connect/process-street-to-vapi" --- # Connect Process Street and Vapi When **Data Set Record Created** fires in [Process Street](https://apiant.ai/connections/process-street), your agent runs **Add assistant** in [Vapi](https://apiant.ai/connections/vapi), or **New Assistant** in Vapi to **Create Data Set Record** in Process Street. Describe the whole flow and it is built, tested on every scenario and kept running. Process Street **7** triggers Process Street **10** actions Vapi **3** triggers Vapi **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Process Street and Vapi 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 Process Street and Vapi can do together ### From Process Street to Vapi - When **Data Set Record Created** in Process Street then **Add assistant** in Vapi - When **Data Set Record Updated** in Process Street then **Add phone number** in Vapi ### From Vapi to Process Street - When **New Assistant** in Vapi then **Create Data Set Record** in Process Street - When **New Call** in Vapi then **Update Data Set Record** in Process Street 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 Vapi ## Triggers and actions 10 triggers · 31 actions - Trigger **Data Set Record Created** Triggers when a new record is added to a data set. - Trigger **Data Set Record Updated** Triggers when an existing record is updated in a data set. - Trigger **New Comment** Triggers when a new comment is posted on a task in a workflow, or in a specific workflow run. - Trigger **New Comment Attachment** Triggers when someone attaches a file to a comment in a workflow run. - Trigger **New Task Checked** Triggers when a task is checked off in a workflow. - Trigger **New Workflow Run** Triggers when a workflow is run. - Trigger **Task Ready** Triggers when a task is ready to be worked on. - Action **Create Data Set Record** Adds a new record to a data set. - Action **Delete Data Set Record** Deletes an existing record in a data set. - Action **Find Data Set Records** Search for data set records by form fields. - Action **Find Workflow Run** Search for a workflow run by ID, name, form fields, and other attributes. - Action **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. - Action **List Workflows** Lists the workflows in your Process Street organization. - Action **Run Workflow** Runs a workflow. - Action **Update Data Set Record** Updates an existing record in a data set. - Action **Update Task** Update a task in a workflow run. - Action **Update Workflow Run** Update an existing workflow run. - Trigger **New Assistant** Triggers when a new assistant is created in your Vapi organization. - Trigger **New Call** Triggers when a new call is created in Vapi, optionally limited to one assistant or phone number. - Trigger **New File** Triggers when a new file is uploaded to your Vapi account. - Action **Add assistant** Creates a new Vapi voice assistant with its model, voice, transcriber, first message and call behavior. - Action **Add phone number** Adds a phone number to Vapi: a free Vapi number, or one you bring from Twilio, Vonage, Telnyx or your own SIP trunk. Returns the new phone number record. - Action **Add squad** Creates a squad: a group of assistants that hand a call off to one another, starting with the first member. - Action **Add tool** Creates a tool in Vapi (for example a function, end-call, transfer-call or API-request tool) that assistants can use during calls. - Action **Create Call** Starts a Vapi call (or a batch of outbound calls) using a saved or one-off assistant, squad or workflow, and returns the created call. - Action **Create Chat** Sends a message to a Vapi assistant or squad as a text chat and returns the chat, including the assistant's reply messages. - Action **Delete assistant** Deletes an assistant from your Vapi account and returns the deleted assistant. - Action **Delete Call Data** Deletes a call and its data, including recordings, and returns the deleted call. - Action **Delete Chat** Deletes a chat from your Vapi account and returns the deleted chat's details. - Action **Delete File** Deletes a file from your Vapi account. - Action **Find Call** Finds calls matching a call id, assistant, phone number, or created/updated date range. Returns up to 1000 matching calls. - Action **Get assistant** Returns a Vapi assistant's full configuration, including its model, voice, transcriber and first message. - Action **Get file** Returns a file uploaded to Vapi, including its name, size, type, processing status and download URL. - Action **List assistants** Returns the voice assistants in your Vapi account, optionally filtered by when they were created or last updated. - Action **List chats** Returns the chats in your Vapi account, optionally filtered by assistant, squad, session or creation/update date. - Action **List files** Returns the files uploaded to your Vapi account, optionally filtered by purpose. - Action **List phone numbers** Returns the phone numbers in your Vapi account, optionally filtered by when they were created or updated. - Action **List tools** Returns the tools configured in your Vapi account, optionally filtered by when they were created or updated. - Action **Update Call** Updates the name of an existing Vapi call. - Action **Update phone number** Updates a Vapi phone number's name, the assistant, squad or workflow that answers it, and its provider settings. - Action **Upload File** Uploads a file to Vapi, for use by assistants or knowledge bases, and returns the stored file record. ## Each app on its own - [ **Process Street** Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven...](https://apiant.ai/connections/process-street) - [ **Vapi** Vapi is a developer-first Voice AI platform for building natural, low-latency, multilingual phone agents via...](https://apiant.ai/connections/vapi) Reviews ## What our customers say ## More from Process Street - [ **Process Street to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/process-street-to-google-sheets) - [ **Process Street to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/process-street-to-salesforce) - [ **Process Street to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/process-street-to-slack) - [ **Process Street to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/process-street-to-gmail) - [ **Process Street to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/process-street-to-stripe) - [ **Process Street to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/process-street-to-shopify) ## More into Vapi - [ **HubSpot to Vapi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vapi) - [ **Salesforce to Vapi** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vapi) - [ **Slack to Vapi** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vapi) - [ **Google Sheets to Vapi** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-vapi) - [ **Gmail to Vapi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vapi) - [ **Google Calendar to Vapi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vapi) Questions ## Process Street and Vapi, 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 Vapi when something happens in Process Street? Any of Vapi's 21 actions, including Create Call, Create Chat, Update Call and Update phone number. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vapi to Process Street? Yes. When something happens in Vapi, your agent can act in Process Street too. This page covers both directions: Vapi's triggers and Process Street's actions are listed here as well. ### ### Do I have to build a connector for Process Street or Vapi? 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 Vapi 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.