--- title: "Connect rasa.io to Workiz - APIANT.ai" description: "When \"New Insights Action\" fires in rasa.io, your agent runs \"Create Lead\" in Workiz." canonical: "https://apiant.ai/connect/rasa-io-to-workiz" --- # Connect rasa.io to Workiz When **New Insights Action** fires in [rasa.io](https://apiant.ai/connections/rasa-io), your agent runs **Create Lead** in [Workiz](https://apiant.ai/connections/workiz). Describe the whole flow and it is built, tested on every scenario and kept running. rasa.io **3** triggers rasa.io **10** actions Workiz **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want rasa.io and Workiz 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 rasa.io can start in Workiz - When **New Insights Action** in rasa.io then **Create Lead** in Workiz - When **New Insights Topics** in rasa.io then **Update Lead** in Workiz 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 rasa.io and Workiz ## Triggers and actions 3 triggers · 21 actions - Trigger **New Insights Action** Triggers when a contact performs a new engagement action, such as a click or open, on the selected newsletter. - Trigger **New Insights Topics** Triggers when a newsletter subscriber gets a new weekly topic cloud, showing the topics and categories they engage with. - Trigger **New Person** Triggered when a new person is added to your rasa.io contacts, optionally only within a chosen list. - Action **Add list** Creates a new mailing list in the rasa.io account and returns the new list's id. - Action **Create or Update Person** Creates a contact for the email address, or updates the existing active contact with that email, and returns the contact. - Action **Delete contact** Permanently deletes a contact and the personal data held for them across this account's newsletters. A contact that cannot be fully deleted is archived instead. - Action **Get contact** Returns a single contact by ID, including its subscriptions, external identifiers and custom attributes. An error occurs if the contact is not found. - Action **Get newsletter** Returns a single newsletter by ID, including its associated lists and subscription types. - Action **List contacts** Returns the contacts in the rasa.io account, optionally narrowed to one list or to contacts matching an external system identifier. - Action **List newsletters** Returns all active newsletters in your rasa.io account, including their associated lists and subscription types. - Action **List segments** Returns the segments defined on your rasa.io account, including each segment's code, name, description and any account-level attribute rule. - Action **List subscription types** Returns all active subscription types in your rasa.io account, along with their active integration mappings. - Action **Remove contact from list** Removes a contact from a list. The contact itself is kept and stays on any other lists. - Action **Add payment to job** Add a payment record to a job. - Action **Convert lead to job** Convert an existing lead into a job. - Action **Create Job** Schedules a new job in your Workiz account. - Action **Create Lead** Schedules a new lead in your Workiz account. - Action **Get Job** Fetch a single job's details by UUID. - Action **Get Lead** Fetch a single lead's details by UUID. - Action **List Jobs** Fetch a filtered list of jobs. - Action **List Leads** Fetch a filtered list of leads. - Action **List team members** Lists the active team members in the Workiz account. - Action **Update Job** Update an existing job's information. - Action **Update Lead** Update an existing lead's information. ## Each app on its own - [ **rasa.io** Sends a personalized newsletter based on individual interests and behavior](https://apiant.ai/connections/rasa-io) - [ **Workiz** Workiz makes it easier than ever for service business owners to run their business, save time, make their...](https://apiant.ai/connections/workiz) Reviews ## What our customers say ## More from rasa.io - [ **rasa.io to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/rasa-io-to-salesforce) - [ **rasa.io to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/rasa-io-to-slack) - [ **rasa.io to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/rasa-io-to-stripe) - [ **rasa.io to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/rasa-io-to-shopify) - [ **rasa.io to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/rasa-io-to-trello) - [ **rasa.io to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/rasa-io-to-zoom) ## More into Workiz - [ **HubSpot to Workiz** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workiz) - [ **Salesforce to Workiz** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workiz) - [ **Slack to Workiz** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workiz) - [ **Google Sheets to Workiz** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-workiz) - [ **Gmail to Workiz** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workiz) - [ **Google Calendar to Workiz** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-workiz) Questions ## rasa.io and Workiz, answered ### ### What can start an automation from rasa.io? Any of rasa.io's 3 triggers in the catalog, including New Insights Action, New Insights Topics and New Person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Workiz when something happens in rasa.io? Any of Workiz's 11 actions, including Create Job, Create Lead, Update Job and Update Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Workiz to rasa.io? Workiz has no triggers in the catalog today, so automations start in rasa.io. If you need the other direction, ask: your agent reads Workiz's API documentation and adds it. ### ### Do I have to build a connector for rasa.io or Workiz? 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 rasa.io and Workiz 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.