Integration
Connect REsimpli and WorkflowMax
When New Agent fires in REsimpli, your agent runs Create Job Task in WorkflowMax, or Job Category Created in WorkflowMax to Add Contact Details to Lead in REsimpli. 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 REsimpli and WorkflowMax 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)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 REsimpli and WorkflowMax can do together
From REsimpli to WorkflowMax
When New Agent in REsimpli
then Create Job Task in WorkflowMax
From WorkflowMax to REsimpli
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 REsimpli and WorkflowMax
Triggers and actions 27 triggers · 52 actions
- New Agent
Triggers when a new agent is added in REsimpli.
- New Buyer
Triggers when a new buyer is added in REsimpli.
- New Lead
Triggers when a new lead is added in REsimpli.
- New Vendor
Triggers when a new vendor is added in REsimpli.
- Add Activity
Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli.
- Add Contact Details to Lead
Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead.
- Add Contact to Lead
Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact.
- Add Tags to Agent
Adds one or more existing agent tags to an agent in REsimpli.
- Add Tags to Buyer
Adds one or more existing buyer tags to a buyer in REsimpli.
- Add Tags to Lead
Adds one or more existing lead tags to a lead in REsimpli.
- Add Tags to Vendor
Adds one or more existing vendor tags to a vendor in REsimpli.
- Create Buyer
Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences.
- Create Lead
Creates a new lead (property and seller contact) in REsimpli and returns the created lead.
- Create Tag
Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more).
- Create Vendor
Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting.
- Delete Agent
Deletes an agent in REsimpli (soft delete).
- Delete Buyer
Deletes a buyer in REsimpli (soft-delete).
- Download File
Downloads a file stored on a REsimpli lead, buyer, vendor or agent record.
- Get Buyer
Returns the full details of a buyer in REsimpli.
- Get Vendor
Returns the full details of a vendor in REsimpli.
- List Activities
Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record.
- List Agents
Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area.
- List Buyers
Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states.
- List Call Logs
Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record.
- List Contacts
Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term.
- List Files
Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text.
- List Leads
Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call).
- List Vendors
Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas.
- Remove Contact from Lead
Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary.
- Remove Tags from Agent
Removes one or more tags from an agent in REsimpli.
- Remove Tags from Buyer
Removes one or more tags from a buyer in REsimpli.
- Remove Tags from Lead
Removes one or more tags from a lead in REsimpli.
- Update Agent Status
Moves an agent to another pipeline status in REsimpli, optionally completing open tasks.
- Update Buyer Status
Moves a buyer to another pipeline status in REsimpli.
- Update Custom Question Answers
Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept.
- Update Lead Status
Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks.
- Update Vendor Status
Moves a vendor to another pipeline status in REsimpli.
- Job Category Created
Triggers when a new job category is created in WorkflowMax.
- Job Cost Added
Triggers when a new cost is added to any job.
- Job Document Added
Triggers when a new document is added to the selected WorkflowMax job.
- Job Task Added
Triggers when a new task is added to a job in WorkflowMax.
- Job Task Completed
Triggers when a task on the selected job is marked completed.
- Job Task Updated
Triggers when a task on the chosen job is added or changed.
- Job Updated
Triggers when a job is created or any of its details change in WorkflowMax.
- List Job Tasks
Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
- New Client Created
Triggers when a new client is created in WorkflowMax.
- New Cost Created
Triggers when a new cost item is added to the WorkflowMax cost list.
- New Custom Field Created
Triggers when a new custom field definition is created in WorkflowMax.
- New Invoice Created
Triggers when a new invoice is created in WorkflowMax.
- New Job Created
Triggers when a new job is created in WorkflowMax.
- New Job Status
Triggers when a new job status is added to the WorkflowMax account.
- New Lead
Triggers when a new lead is added in WorkflowMax.
- New or Updated Quote
Triggers when a quote is created or an existing quote changes in WorkflowMax.
- New PO Bill Created
Triggers when a new bill is created against a purchase order in WorkflowMax.
- New Purchase Order Created
Triggers when a new purchase order is created in WorkflowMax.
- New Quote Accepted
Triggers when a quote in WorkflowMax is accepted.
- New Quote Issued
Triggers when a quote in WorkflowMax is in the Issued state.
- New Supplier Created
Triggers when a new supplier is created in WorkflowMax.
- New Task Created
Triggers when a new task type is created in WorkflowMax settings.
- New Timesheet Created
Triggers when a new timesheet entry is created in WorkflowMax.
- Create Client
Creates a new client in WorkflowMax.
- Create Cost Admin
Creates a cost item in the WorkflowMax cost settings list.
- Create Job
Creates a new job in WorkflowMax for a client.
- Create Job Cost
Adds a cost line to an existing WorkflowMax job.
- Create Job Task
Adds a task from your WorkflowMax task list to a job.
- Create Lead
Creates a new lead in WorkflowMax.
- Create Purchase Order
Creates a draft purchase order with one line for a job and supplier.
- Create Task Admin
Creates a task in your WorkflowMax task list, which can then be added to jobs.
- Create Timesheet
Logs time against a job task for a staff member.
- Find Account
Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
- Find Business Structure
Finds client business structures (such as Company or Sole Trader) whose name contains the text you give.
- Find Client
Finds clients whose name contains the text you give.
- Find Client Type
Finds client types in WorkflowMax whose name contains the text you supply.
- Find Job
Finds jobs whose name or job number contains the text you supply.
- Find Job Cost
Finds costs on a WorkflowMax job whose description or code contains the text you supply.
- Find Job Status
Finds job statuses in your WorkflowMax account whose name contains the text you give.
- Find Job Task
Finds the tasks on a job whose name or description contains the text you supply.
- Find Staff
Finds staff members in WorkflowMax whose name or email contains the text you supply.
- Find Tax
Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found.
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
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Questions
REsimpli and WorkflowMax, answered
What can start an automation from REsimpli?
Any of REsimpli's 4 triggers in the catalog, including New Agent, New Buyer, New Lead and New Vendor. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WorkflowMax when something happens in REsimpli?
Any of WorkflowMax's 19 actions, including Create Client, Create Cost Admin, Create Job and Create Job Cost. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WorkflowMax to REsimpli?
Yes. When something happens in WorkflowMax, your agent can act in REsimpli too. This page covers both directions: WorkflowMax's triggers and REsimpli's actions are listed here as well.
Do I have to build a connector for REsimpli or WorkflowMax?
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 REsimpli and WorkflowMax 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.