Integration
Connect ProWorkflow Classic and Stax
When New Company fires in ProWorkflow Classic, your agent runs Create Customer in Stax, or List Payment in Stax to Add Contact in ProWorkflow Classic. 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 ProWorkflow Classic and Stax 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 ProWorkflow Classic and Stax can do together
From ProWorkflow Classic to Stax
When New Company in ProWorkflow Classic
then Create Customer in Stax
From Stax to ProWorkflow Classic
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 ProWorkflow Classic and Stax
Triggers and actions 6 triggers · 41 actions
- New Company
Triggers when a new company is added in ProWorkflow.
- New Contact
Triggers when a new contact is added in ProWorkflow.
- New Project
Triggers when a new project is added in ProWorkflow.
- New Task
Triggers when a new task is added to a ProWorkflow project.
- New Time
Triggers when a new time record is logged in ProWorkflow.
- Add Client to Project
Adds a client contact to a project, keeping the project's existing contacts.
- Add Company
Creates a company (client, contractor, staff or other) in ProWorkflow.
- Add Contact
Creates a contact in ProWorkflow.
- Add Project Task
Creates a task in a ProWorkflow project.
- Add Time
Logs a time record against a ProWorkflow task.
- Complete Task
Marks a project task as complete.
- Delete Company
Deletes a company from ProWorkflow.
- Delete Contact
Deletes a contact from ProWorkflow.
- Delete Project
Deletes a project from ProWorkflow.
- Delete Task
Deletes a task from ProWorkflow.
- Find Client
Finds client companies in ProWorkflow matching a search term, name, code, email, tag or other filters, and returns the matching clients.
- Find Company
Returns a ProWorkflow company by its ID.
- Find Contact
Returns a ProWorkflow contact by its ID.
- Find Contractor
Finds contractor companies in ProWorkflow matching a name, code, email or search term, and returns the matching companies.
- Find Project
Returns a ProWorkflow project by its ID.
- Find Staff
Finds staff contacts in ProWorkflow by name, email, search term or other filters and returns the matching staff members.
- Find Task
Returns a ProWorkflow task by its ID.
- Make Task Active
Sets a ProWorkflow task's status to active.
- Remove Tag From Contact
Removes one or more tags from one or more ProWorkflow contacts.
- Update Company
Updates an existing company's details in ProWorkflow.
- Update Contact
Updates an existing contact in ProWorkflow.
- Update Contact Location
Updates the address (street, city, state, postal code and country) of an existing ProWorkflow contact.
- Update Project
Updates an existing project in ProWorkflow.
- Update Task
Updates an existing task in ProWorkflow, including marking it active or complete.
- List Payment
Triggers when a new payment transaction is recorded in Stax.
- Capture payment
Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction.
- Create Customer
Creates a customer record on the Stax merchant account and returns the new customer.
- Create Item
Creates an item in the merchant's Stax catalog and returns the new catalog item.
- Create Scheduled Invoice
Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule.
- Delete Catalog Item
Deletes a catalog item from Stax.
- Delete payment method
Deletes a customer's saved payment method in Stax and returns the deleted payment method.
- Delete Scheduled Invoice
Deletes a recurring invoice schedule so it stops generating invoices.
- Find Customers
Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers.
- Find Invoices
Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method.
- Find Items
Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items.
- Find Payment Methods
Returns all saved payment methods (cards and bank accounts) for a Stax customer.
- Find Payments
Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status.
- Make a Payment
Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction.
- Refund payment
Refunds all or part of a settled Stax payment transaction back to the customer.
- Update customer
Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer.
- Update invoice
Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited.
- Void payment
Voids a payment transaction in Stax before it settles, cancelling the charge.
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
More from ProWorkflow Classic
ProWorkflow Classic to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ProWorkflow Classic to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ProWorkflow Classic to StripeStripe is a payment processing platform for online businesses.
ProWorkflow Classic to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
ProWorkflow Classic to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
ProWorkflow Classic to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Stax
HubSpot to StaxHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to StaxGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to StaxGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to StaxGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
ProWorkflow Classic and Stax, answered
What can start an automation from ProWorkflow Classic?
Any of ProWorkflow Classic's 5 triggers in the catalog, including New Company, New Contact, New Project and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Stax when something happens in ProWorkflow Classic?
Any of Stax's 17 actions, including Create Customer, Create Item, Create Scheduled Invoice and Update customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Stax to ProWorkflow Classic?
Yes. When something happens in Stax, your agent can act in ProWorkflow Classic too. This page covers both directions: Stax's triggers and ProWorkflow Classic's actions are listed here as well.
Do I have to build a connector for ProWorkflow Classic or Stax?
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 ProWorkflow Classic and Stax 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.