Integration
Connect Projectworks to Paperform
When New Leave Request fires in Projectworks, your agent runs Create Papersign Document Signing Link in Paperform. 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 Paperform 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 Paperform
When New Leave Request in Projectworks
then Create Papersign Document Signing Link in Paperform
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 Paperform
Triggers and actions 1 trigger · 54 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.
- Cancel Papersign Document
Cancels a Papersign document that is still in progress, so no one can sign it any more.
- Create Form Coupon
Creates a discount coupon on a Paperform form, as a dollar amount or a percentage, with an optional expiry date.
- Create Form Product
Adds a product to a products field on a Paperform form, with its price, SKU and stock limits.
- Create Papersign Document Signing Link
Creates a private signing link for one signer on a Papersign document, so you can send it yourself instead of relying on Papersign's emails. The link lasts a week and replaces any earlier link for that signer.
- Create Space
Creates a Papersign space to organise documents, and optionally opens it to your team.
- Delete Form Coupon
Deletes a discount coupon from a Paperform form so it can no longer be used.
- Delete Form Partial Submission
Deletes a partial (unfinished) form submission from Paperform.
- Delete Form Product
Removes a product from a Paperform form using its SKU.
- Delete Form Submission
Deletes a form submission from Paperform.
- Download Papersign Document
Gets a temporary download link for the signed PDF of a completed Papersign document. Pass the link to any step that fetches or attaches a file.
- Find Form
Finds one Paperform form by searching its title, and returns the best match.
- Find Form Field
Finds a field on a Paperform form by name and returns its key, title and type.
- Find Form Product
Finds a product on a Paperform form by name and returns its SKU, price and stock.
- Find Papersign Document
Finds one Papersign document by name, state, folder or the submission it came from, and returns the most recent match.
- Find Space
Finds a Papersign space by name and returns its ID and root folder.
- List Papersign Documents
Lists Papersign documents, optionally narrowed by name, state or folder.
- Move Papersign Document
Moves a Papersign document into another folder or space, and can rename it at the same time.
- Send Papersign Document
Sends a Papersign document out for signature, with the signers, invitation message and expiry you choose.
- Update Form
Updates a Paperform form's name, description, web address or space, and can switch the form off. Anything left blank keeps its current value.
- Update Form Coupon
Updates a discount coupon on a Paperform form. Anything left blank keeps its current value.
- Update Form Fields
Updates a question on a Paperform form — its title, helper text, placeholder, key, or whether it is required. Anything left blank keeps its current value.
- Update Form Product
Updates a product on a Paperform form — its name, price, stock or order limits. Anything left blank keeps its current value.
- Update Form Product Available Quantity
Sets how many of a product are still available to sell on a Paperform form.
- Update Form Product Sold
Sets how many of a product have been sold on a Paperform form.
- Update Space
Renames a Paperform space.
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 Paperform, 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 Paperform when something happens in Projectworks?
Any of Paperform's 25 actions, including Create Form Coupon, Create Form Product, Create Papersign Document Signing Link and Create Space. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Paperform to Projectworks?
Paperform has no triggers in the catalog today, so automations start in Projectworks. If you need the other direction, ask: your agent reads Paperform's API documentation and adds it.
Do I have to build a connector for Projectworks or Paperform?
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 Paperform 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.