Integration
Connect Projectworks to Allo
When New Leave Request fires in Projectworks, your agent runs Add Tag to Conversation Item in Allo. 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 Projectworks and Allo 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)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 Projectworks can start in Allo
When New Leave Request in Projectworks
then Add Tag to Conversation Item in Allo
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 Projectworks and Allo
Triggers and actions 1 trigger · 50 actions
- New Leave Request
Triggers when a new leave request is created.
- Add expense claim
Creates an expense claim against a project and module for a user, optionally with an attached receipt file.
- Add task
Creates a task under a budget (module) of a Projectworks project.
- Create Budget
Creates a budget (module) on a project.
- Create Company
Creates a new client company.
- Create Leave
Creates a leave request for a user for one day.
- Create Project
Creates a new project.
- Create Timecode
Creates a timecode (task) on a project.
- Create Timesheet Entry
Creates a timesheet entry.
- Delete task
Deletes a task from a Projectworks project.
- Find ClientID
Finds a client company by name or external reference.
- Find CurrencyID
Finds a currency by its name or code.
- Find GLCode ID
Finds a GL code by its code or description.
- Find ModuleID
Finds a budget (module) by name or external reference.
- Find OfficeID
Finds an office by name or external reference.
- Find ProjectID
Finds a project by name, number or external reference.
- Find TaskID
Finds a timecode (task) by name or external reference.
- Find UserID
Finds a user by name, email address or external reference.
- Get Budgets
Returns a list of budgets (modules).
- Get Clients
Returns a list of client companies.
- Get Leave Statuses
Returns the list of leave statuses.
- Get Offices
Returns a list of offices.
- Get Projects
Returns a list of projects.
- Get Timecodes
Returns a list of timecodes (tasks).
- Get Timesheet Entries
Returns a list of timesheet entries.
- Get Users
Returns a list of users.
- List tasks
Returns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date.
- Set Resourcing
Sets the resourcing for a person on a project on a given day.
- Update CustomFieldValue
Sets the value of a custom field on a record.
- Update Timesheet Entry
Updates a timesheet entry.
- Add Tag to Conversation Item
Adds a tag to a call or SMS.
- Add Thread Comment
Adds a comment to an internal discussion thread.
- Get Company
Returns one company from the Allo CRM.
- Get Conversation Item
Returns one call or SMS, including its summary and transcript.
- Get Deal
Returns one deal from the Allo CRM.
- Get Person
Returns one person from the Allo CRM.
- Get User
Returns one user on your Allo team.
- List Conversation Notes
Returns the notes on the conversation with a contact number.
- List Conversations
Returns conversations grouped by contact number, with their latest activity.
- List Phone Numbers
Returns the Allo phone numbers on your team.
- List Tags
Returns the tags in your Allo workspace.
- List Threads
Returns internal discussion threads.
- List Users
Returns the users on your Allo team.
- Search Companies
Returns companies in the Allo CRM matching the given filters.
- Search Conversation Items
Returns calls, SMS and other conversation items matching the given filters.
- Search Deals
Returns deals in the Allo CRM matching the given filters.
- Search People
Returns people in the Allo CRM matching the given filters.
- Send Fax
Sends a PDF document as a fax from one of your Allo numbers.
- Send SMS
Sends an SMS from one of your Allo numbers.
- Update Company
Updates a company in the Allo CRM.
- Update Person
Updates a person in the Allo CRM.
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
Projectworks and Allo, answered
What can start an automation from Projectworks?
Any of Projectworks's 1 trigger in the catalog, including New Leave Request. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Allo when something happens in Projectworks?
Any of Allo's 21 actions, including Send Fax, Send SMS, Update Company and Update Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Allo to Projectworks?
Allo has no triggers in the catalog today, so automations start in Projectworks. If you need the other direction, ask: your agent reads Allo's API documentation and adds it.
Do I have to build a connector for Projectworks or Allo?
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 Projectworks and Allo 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.