--- title: "Connect RO App to Trainual - APIANT.ai" description: "When \"New Invoice Statuses\" fires in RO App, your agent runs \"Send Webhook Test Event\" in Trainual." canonical: "https://apiant.ai/connect/ro-app-to-trainual" --- # Connect RO App to Trainual When **New Invoice Statuses** fires in [RO App](https://apiant.ai/connections/ro-app), your agent runs **Send Webhook Test Event** in [Trainual](https://apiant.ai/connections/trainual). Describe the whole flow and it is built, tested on every scenario and kept running. RO App **12** triggers RO App **39** actions Trainual **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want RO App and Trainual 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 RO App can start in Trainual - When **New Invoice Statuses** in RO App then **Send Webhook Test Event** in Trainual - When **New Order Items** in RO App then **Update user** in Trainual 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 RO App and Trainual ## Triggers and actions 12 triggers · 59 actions - Trigger **Ad Campaigns** Triggers when a new ad campaign is added in RO App. - Trigger **Cash Flow Items** Triggers when a new cash flow category (income or expense item) is added in RO App. - Trigger **Clients List** Triggers when a new client (person contact) is added in RO App. - Trigger **Employees List** Triggers when a new employee is added to the RO App company account. - Trigger **Lead Types** Triggers when a new inquiry (lead) type is added to your RO App account. - Trigger **List of Services** Triggers when a new service is added to the RO App service catalog. - Trigger **List of the Products** Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category. - Trigger **Locations** Triggers when a new location is added to your RO App company. - Trigger **New Invoice Statuses** Triggers when a new invoice status is added to your RO App account. - Trigger **New Order Items** Triggers when a new item (product or service) is added to the selected order. - Trigger **New Taxes** Triggers when a new tax rate is added to the company in RO App. - Trigger **Order Statuses** Triggers when a new order status is added to your RO App account. - Action **Add Booking Item** Adds a product or service line item to an existing booking. - Action **Add Lead Comment** Adds a comment to a lead (inquiry) in RO App. - Action **Add Order Comment** Adds a comment to an existing order in RO App, optionally marked private. - Action **Add Task Comment** Adds a comment to a task in RO App. - Action **Changing Order Status** Changes the status of an order, optionally with a comment. - Action **Create a Client** Creates a new client (person) in your RO App contacts. - Action **Create a Lead** Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign. - Action **Create an Order** Creates a new order in RO App for a client at a chosen location. - Action **Create an Order Item** Adds a product or service line item to an existing order in RO App. - Action **Create an Order or Estimate** Creates a new estimate in RO App for a client at a location. - Action **Create a Payment** Records an income or expense payment in a cashbox in RO App. - Action **Create Asset** Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number. - Action **Create Booking** Creates a new booking for a client at a location with an assigned employee and time slot. - Action **Create Product** Creates a new product in the RO App catalog. - Action **Create Service** Creates a new service in the RO App catalog. - Action **Create Task** Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice. - Action **Create Update_booking** Updates an existing booking's location, status, assignee, client, schedule, resource or comment. - Action **Find Product** Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category. - Action **Find Service** Finds services in the RO App catalog by name, barcode or category. - Action **Get Booking Items** Returns all the service items on a specific booking. - Action **Get Client by ID** Returns the details of a single client (person) by its ID. - Action **Get Estimate by ID** Returns the full details of a single estimate, including its custom field values. - Action **Get Lead by ID** Returns a single lead (inquiry) by its ID, including its custom fields. - Action **Get Order by Id** Returns the full details of a single order by its ID. - Action **Get Prices** Returns the list of price types (margins) configured for your company. - Action **Get Product by Id** Returns a single product from your RO App catalog by its ID, including its custom fields. - Action **Get Product Categories** Returns the product categories in your RO App catalog, optionally limited to the children of one parent category. - Action **Get Service Categories** Returns the list of service categories in your RO App catalog, optionally under a parent category. - Action **Get Task** Returns a single task by its ID, including all of its details. - Action **Get UOMs (Inits of Measure)** Returns the list of product units of measure (UOMs) defined in the RO App account. - Action **Move Asset** Moves an asset to a different warehouse. - Action **Search for Assets** Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID. - Action **Search for Clients** Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients. - Action **Search Task** Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline. - Action **Update an Order Item** Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment. - Action **Update an Order or Estimate** Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed. - Action **Update_booking_item** Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking. - Action **Update Client** Updates an existing client (person) in RO App contacts. - Action **Update Product** Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes. - Action **Add group** Creates a new group (role, team, department or location) in Trainual, optionally with its members, managers and assigned subjects. - Action **Archive User** Archives (deactivates) a Trainual user so they can no longer access the account. - Action **Assign Roles** Assigns a user to a role in Trainual, keeping the role's existing members. - Action **Assign Subjects** Assigns a Trainual subject to a user, optionally with a due date and completion requirement. - Action **Find content** Searches published Trainual content (subjects, documents, pages, tests, flowcharts, videos, files, checklists and courses) by keyword and returns the best matches. - Action **Get subject** Returns a single Trainual subject by its id, optionally with its owner and content items. - Action **Get user** Returns a single non-archived Trainual user, optionally with the groups they belong to. - Action **Invite New User** Creates a user in your Trainual account and sends (or schedules) their invitation. - Action **List assignments** Returns the training assignments in your Trainual account, optionally limited to one user or one piece of content. - Action **List completions** Returns training completion records in the Trainual account, optionally filtered by user, content, or completion status. - Action **List groups** Returns the groups (roles, teams, departments, locations) in your Trainual account, optionally filtered by kind or by a user's membership. - Action **List responsibilities** Returns the responsibilities in your Trainual account, optionally limited to those assigned to a user or group. - Action **List subjects** Returns the subjects in your Trainual account, optionally with their owners and content items. - Action **List users** Returns the non-archived users in your Trainual account. - Action **Send Webhook Test Event** Asks Trainual to send a test event to a webhook subscription. - Action **Unarchive User** Restores an archived Trainual user to the account and returns the updated user. Other profile details can be changed in the same step. - Action **Unassign Roles** Removes a user from a Trainual role, keeping the role's other members. - Action **Unassigns Subjects** Removes a subject assignment, unassigning that subject from the user it was assigned to. - Action **Update group** Updates a Trainual group's name, description and kind, and optionally replaces its members, managers and assigned subjects. - Action **Update user** Updates an existing Trainual user's profile details, permission and manager, and can archive or restore the user. Returns the updated user. ## Each app on its own - [ **RO App** RO App is an all-in-one software for business management.](https://apiant.ai/connections/ro-app) - [ **Trainual** Trainual is a simple tool for building the how-to guide for your business.](https://apiant.ai/connections/trainual) Reviews ## What our customers say ## More from RO App - [ **RO App to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ro-app-to-salesforce) - [ **RO App to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ro-app-to-slack) - [ **RO App to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ro-app-to-stripe) - [ **RO App to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ro-app-to-shopify) - [ **RO App to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/ro-app-to-trello) - [ **RO App to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/ro-app-to-zoom) ## More into Trainual - [ **HubSpot to Trainual** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trainual) - [ **Salesforce to Trainual** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trainual) - [ **Slack to Trainual** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trainual) - [ **Google Sheets to Trainual** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-trainual) - [ **Gmail to Trainual** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trainual) - [ **Google Calendar to Trainual** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trainual) Questions ## RO App and Trainual, answered ### ### What can start an automation from RO App? Any of RO App's 12 triggers in the catalog, including New Invoice Statuses, New Order Items, New Taxes and Ad Campaigns. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Trainual when something happens in RO App? Any of Trainual's 20 actions, including Send Webhook Test Event, Update group, Update user and Add group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Trainual to RO App? Trainual has no triggers in the catalog today, so automations start in RO App. If you need the other direction, ask: your agent reads Trainual's API documentation and adds it. ### ### Do I have to build a connector for RO App or Trainual? 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 RO App and Trainual 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.