Integration
Connect ServiceWorks to TrackVia
When Job Completed fires in ServiceWorks, your agent runs Add Record to View in TrackVia. 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 ServiceWorks and TrackVia 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 ServiceWorks can start in TrackVia
When Job Completed in ServiceWorks
then Add Record to View in TrackVia
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 ServiceWorks and TrackVia
Triggers and actions 2 triggers · 14 actions
- Job Completed
Triggers when a ServiceWorks job in the last 30 days reaches your completed status.
- New Job
Triggers when a new job appears on the ServiceWorks calendar (scheduled from 30 days ago to 90 days ahead).
- Create Customer
Creates a new customer in ServiceWorks with contact details and a service address.
- Create Job
Creates a new job (work order) for a ServiceWorks customer, optionally scheduled.
- Find Customer by Phone
Finds ServiceWorks customers that have the given phone number.
- Get Customer Service History
Returns a ServiceWorks customer's past service jobs.
- List Jobs
Lists ServiceWorks calendar jobs in a date range, optionally filtered by technician, type or status.
- List Payments
Lists ServiceWorks payment history, one page at a time.
- Schedule Job
Schedules or reschedules a ServiceWorks job trip.
- Search Customers
Finds ServiceWorks customers by name or customer ID, with their addresses.
- Send Text to Customer
Sends an SMS text message to a ServiceWorks customer.
- Set Customer Note
Sets the note on a ServiceWorks customer.
- Set Job Note
Sets the note on a ServiceWorks job trip.
- Update Customer
Updates an existing ServiceWorks customer's name, company, email and phone numbers.
- Add Record to View
Creates a new record in the chosen TrackVia view and returns the new record's id.
- List Views
Returns the views in your TrackVia account, with the application each belongs to, optionally narrowed to views with a given 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
ServiceWorks and TrackVia, answered
What can start an automation from ServiceWorks?
Any of ServiceWorks's 2 triggers in the catalog, including Job Completed and New Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in TrackVia when something happens in ServiceWorks?
Any of TrackVia's 2 actions, including Add Record to View and List Views. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TrackVia to ServiceWorks?
TrackVia has no triggers in the catalog today, so automations start in ServiceWorks. If you need the other direction, ask: your agent reads TrackVia's API documentation and adds it.
Do I have to build a connector for ServiceWorks or TrackVia?
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 ServiceWorks and TrackVia 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.