Integration
Connect ProWorkflow Classic and Switchboard Canvas
When New Company fires in ProWorkflow Classic, your agent runs Create Image in Switchboard Canvas, or New Template in Switchboard Canvas 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 Switchboard Canvas 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 Switchboard Canvas can do together
From ProWorkflow Classic to Switchboard Canvas
When New Company in ProWorkflow Classic
then Create Image in Switchboard Canvas
When New Contact in ProWorkflow Classic
then List Template Elements in Switchboard Canvas
From Switchboard Canvas to ProWorkflow Classic
When New Template in Switchboard Canvas
then Add Contact in ProWorkflow Classic
When New Template in Switchboard Canvas
then Add Project Task in 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 Switchboard Canvas
Triggers and actions 6 triggers · 26 actions
Trigger
New CompanyTriggers when a new company is added in ProWorkflow.
Trigger
New ContactTriggers when a new contact is added in ProWorkflow.
Trigger
New ProjectTriggers when a new project is added in ProWorkflow.
Trigger
New TaskTriggers when a new task is added to a ProWorkflow project.
Trigger
New TimeTriggers when a new time record is logged in ProWorkflow.
Action
Add Client to ProjectAdds a client contact to a project, keeping the project's existing contacts.
Action
Add CompanyCreates a company (client, contractor, staff or other) in ProWorkflow.
Action
Add ContactCreates a contact in ProWorkflow.
Action
Add ProjectCreates a client project in ProWorkflow.
Action
Add Project TaskCreates a task in a ProWorkflow project.
Action
Add TimeLogs a time record against a ProWorkflow task.
Action
Delete CompanyDeletes a company from ProWorkflow.
Action
Delete ContactDeletes a contact from ProWorkflow.
Action
Delete ProjectDeletes a project from ProWorkflow.
Action
Delete TaskDeletes a task from ProWorkflow.
Action
Find ClientFinds client companies in ProWorkflow matching a search term, name, code, email, tag or other filters, and returns the matching clients.
Action
Find CompanyReturns a ProWorkflow company by its ID.
Action
Find ContactReturns a ProWorkflow contact by its ID.
Action
Find ContractorFinds contractor companies in ProWorkflow matching a name, code, email or search term, and returns the matching companies.
Action
Find ProjectReturns a ProWorkflow project by its ID.
Action
Find StaffFinds staff contacts in ProWorkflow by name, email, search term or other filters and returns the matching staff members.
Action
Find TaskReturns a ProWorkflow task by its ID.
Action
Make Task ActiveSets a ProWorkflow task's status to active.
Action
Update CompanyUpdates an existing company's details in ProWorkflow.
Action
Update ContactUpdates an existing contact in ProWorkflow.
Action
Update Contact LocationUpdates the address (street, city, state, postal code and country) of an existing ProWorkflow contact.
Action
Update ProjectUpdates an existing project in ProWorkflow.
Action
Update TaskUpdates an existing task in ProWorkflow, including marking it active or complete.
Trigger
New TemplateTriggers when a new template is added to your Switchboard Canvas account.
Action
Create ImageCreates an image from a template at the width and height you give, replacing template element values with your overwrites, and returns the URL of the generated image (kept for 7 days).
Action
List Template ElementsReturns the elements defined in a template, each with its name and type (text, image or rectangle), so you know which elements you can overwrite.
Action
List TemplatesReturns the image templates defined in your Switchboard Canvas account, with each template's API name and display name.
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
ProWorkflow Classic and Switchboard Canvas, 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 Switchboard Canvas when something happens in ProWorkflow Classic?
Any of Switchboard Canvas's 3 actions, including Create Image, List Template Elements and List Templates. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Switchboard Canvas to ProWorkflow Classic?
Yes. When something happens in Switchboard Canvas, your agent can act in ProWorkflow Classic too. This page covers both directions: Switchboard Canvas's triggers and ProWorkflow Classic's actions are listed here as well.
Do I have to build a connector for ProWorkflow Classic or Switchboard Canvas?
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 Switchboard Canvas 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.