--- title: "Connect Process Street to When I Work - APIANT.ai" description: "When \"Data Set Record Created\" fires in Process Street, your agent runs \"Create User\" in When I Work." canonical: "https://apiant.ai/connect/process-street-to-when-i-work" --- # Connect Process Street to When I Work When **Data Set Record Created** fires in [Process Street](https://apiant.ai/connections/process-street), your agent runs **Create User** in [When I Work](https://apiant.ai/connections/when-i-work). Describe the whole flow and it is built, tested on every scenario and kept running. Process Street **7** triggers Process Street **10** actions When I Work **22** 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 When I Work 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 can start in When I Work - When **Data Set Record Created** in Process Street then **Create User** in When I Work - When **Data Set Record Updated** in Process Street then **Update user** in When I Work 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 When I Work ## Triggers and actions 7 triggers · 32 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. - Action **Add location** Creates a new schedule (location) in the When I Work account and returns the created schedule. - Action **Add position** Creates a position, such as Dishwasher or Server, in the When I Work account. - Action **Add time entry** Creates a time entry on a user's timesheet in When I Work and returns the new entry. - Action **Add time off request** Creates a time off request for a user, covering a start and end time, with an optional time off type and paid hours. - Action **Clock in** Clocks a user in, starting a time entry for them. Returns the time entry, the user and the punches recorded on it. - Action **Clock out** Clocks a When I Work user out and returns the time entry the clock-out belongs to. - Action **Create User** Creates a new user in the When I Work account and returns the created user, optionally sending them an invitation. - Action **Delete shift** Deletes a shift by its ID, optionally notifying the assigned user and removing later shifts in a repeating series. This cannot be undone. - Action **Delete user** Deletes a user from the When I Work account, optionally deleting their future shifts as well. When I Work allows this to be reversed. - Action **Get account** Returns the When I Work account for the connected login, including its company name, plan status, enabled features and settings. For a parent account, also returns its child accounts. - Action **Get shift** Returns a single shift by its ID, including its breaks and any repeating series it belongs to. An error occurs if the shift is not found. - Action **Get user** Returns a single When I Work user by ID, including their contact details, role, positions, schedules and pay information. - Action **List locations** Returns all the schedules (locations) in the When I Work account, optionally only those not yet confirmed. - Action **List positions** Returns all the positions in the When I Work account, optionally including deleted ones. - Action **List shifts** Returns the shifts in a date range, optionally narrowed to a user or schedule, and optionally including open, unpublished or repeating shifts. - Action **List sites** Returns all the sites in the When I Work account, optionally including deleted sites. - Action **List time entries** Returns the time entries (timesheet records) in a date range, optionally limited to specific users, entries still clocked in, or entries updated since a given time. - Action **List time off requests** Returns the time off requests that fall within a date range, optionally narrowed by user, schedule, status or type. - Action **List users** Returns the users in the When I Work account, optionally narrowed by schedule or by a search on name or email, and optionally including pending or deleted users. - Action **Publish shifts** Publishes a group of shifts so they become visible on the schedule, and returns the shifts that were published. It does not notify the assigned users. - Action **Update shift** Updates an existing shift on the schedule, such as its times, assigned user, position, breaks or notes, and returns the updated shift. - Action **Update user** Updates an existing user's contact details, role, positions, schedules, pay and access settings, and can reactivate a deleted user. Returns the updated user. ## 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) - [ **When I Work** When I Work is the easiest way to schedule, manage attendance, and communicate with your staff from your...](https://apiant.ai/connections/when-i-work) 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 When I Work - [ **HubSpot to When I Work** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-when-i-work) - [ **Salesforce to When I Work** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-when-i-work) - [ **Slack to When I Work** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-when-i-work) - [ **Google Sheets to When I Work** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-when-i-work) - [ **Gmail to When I Work** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-when-i-work) - [ **Google Calendar to When I Work** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-when-i-work) Questions ## Process Street and When I Work, 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 When I Work when something happens in Process Street? Any of When I Work's 22 actions, including Create User, Update shift, Update user and Add location. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from When I Work to Process Street? When I Work has no triggers in the catalog today, so automations start in Process Street. If you need the other direction, ask: your agent reads When I Work's API documentation and adds it. ### ### Do I have to build a connector for Process Street or When I Work? 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 When I Work 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.