--- title: "Connect Redbooth and Workably - APIANT.ai" description: "When \"New comment\" fires in Redbooth, your agent runs \"Create Contact\" in Workably, or \"New Contact\" in Workably to \"Create Task\" in Redbooth." canonical: "https://apiant.ai/connect/redbooth-to-workably" --- # Connect Redbooth and Workably When **New comment** fires in [Redbooth](https://apiant.ai/connections/redbooth), your agent runs **Create Contact** in [Workably](https://apiant.ai/connections/workably), or **New Contact** in Workably to **Create Task** in Redbooth. Describe the whole flow and it is built, tested on every scenario and kept running. Redbooth **5** triggers Redbooth **19** actions Workably **3** triggers Workably **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Redbooth and Workably 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 Redbooth and Workably can do together ### From Redbooth to Workably - When **New comment** in Redbooth then **Create Contact** in Workably - When **New List** in Redbooth then **Create Deal** in Workably ### From Workably to Redbooth - When **New Contact** in Workably then **Create Task** in Redbooth - When **New Deal** in Workably then **Create Task List** in Redbooth 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 Redbooth and Workably ## Triggers and actions 8 triggers · 22 actions - Trigger **New comment** Triggered when a new comment is added to a task or conversation. - Trigger **New List** Fires once for each new task list the connected user can access, newest first. - Trigger **New project** Triggered when a new project is created - Trigger **New Task** Fires once for each new task created in Redbooth, optionally limited to an organization, project, task list, creator or assignee. - Trigger **New Workspace** Triggered when a new workspace (organization) is created. - Action **Add conversation** Create a new conversation. - Action **Add note** Creates a new note in a Redbooth project. - Action **Add project** Creates a new project in a Redbooth organization. - Action **Add tag** Create a new tag. - Action **Create Comment** Creates a new comment. - Action **Create Subtask** Creates a new subtask. - Action **Create Task** Creates a new task. - Action **Create Task List** Creates a new task list. - Action **Create Workspace** Creates a new Redbooth workspace (organization). - Action **Delete task** Deletes a Redbooth task by its id. - Action **Find projects by criteria** Returns up to 1000 projects that match the specified organization, member user and archived criteria. - Action **Find Record** Searches your Redbooth account for tasks, conversations, notes and files whose text matches the search words. - Action **Find Task** Returns tasks whose text matches the search, optionally limited to one project. - Action **Get Note** Returns one note with its title, content and project. - Action **Get Tag** Returns one tag with its name, color and organization. - Action **Get task** Retrieve a single Redbooth task by its id. - Action **Get Task List** Returns one task list with its name, project and archived state. - Action **Update project** Updates an existing Redbooth project's name, organization, visibility, time tracking, weekend-day and public-notes settings. - Action **Update task** Updates an existing task by ID - Trigger **New Contact** Triggers when a new contact is created in Workably. - Trigger **New Deal** Triggers when a new deal is created in Workably. - Trigger **New Task** Triggers when a new task is created in Workably. - Action **Create Contact** Creates a new contact in Workably. - Action **Create Deal** Creates a new deal in Workably. - Action **Create Task** Creates a new task in Workably. ## Each app on its own - [ **Redbooth** Redbooth is project management software for highly productive teams, including marketing departments...](https://apiant.ai/connections/redbooth) - [ **Workably** Workably is a simple AI-powered CRM for small businesses — manage contacts, deals, tasks, and emails in one...](https://apiant.ai/connections/workably) Reviews ## What our customers say ## More from Redbooth - [ **Redbooth to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/redbooth-to-salesforce) - [ **Redbooth to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/redbooth-to-slack) - [ **Redbooth to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/redbooth-to-stripe) - [ **Redbooth to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/redbooth-to-shopify) - [ **Redbooth to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/redbooth-to-trello) - [ **Redbooth to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/redbooth-to-zoom) ## More into Workably - [ **HubSpot to Workably** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workably) - [ **Salesforce to Workably** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workably) - [ **Slack to Workably** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workably) - [ **Google Sheets to Workably** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-workably) - [ **Gmail to Workably** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workably) - [ **Google Calendar to Workably** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-workably) Questions ## Redbooth and Workably, answered ### ### What can start an automation from Redbooth? Any of Redbooth's 5 triggers in the catalog, including New comment, New List, New project and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Workably when something happens in Redbooth? Any of Workably's 3 actions, including Create Contact, Create Deal and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Workably to Redbooth? Yes. When something happens in Workably, your agent can act in Redbooth too. This page covers both directions: Workably's triggers and Redbooth's actions are listed here as well. ### ### Do I have to build a connector for Redbooth or Workably? 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 Redbooth and Workably 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.