Integration
Connect SetSmart and Teamwork
When New Lead fires in SetSmart, your agent runs Add Message in Teamwork, or New Company in Teamwork to Set Lead to Booked in SetSmart. 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 SetSmart and Teamwork 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 SetSmart and Teamwork can do together
From SetSmart to Teamwork
When New Lead in SetSmart
then Add Message in Teamwork
From Teamwork to SetSmart
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 SetSmart and Teamwork
Triggers and actions 12 triggers · 29 actions
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
- New Company
Triggered when a new company is added.
- New Milestone
Triggered when a new milestone is added.
- New Person
Triggered when a new person is added.
- New Project
Triggered when a new project is added.
- New Task
Triggered when a new task is added.
- New Time Entry
Triggered when a new time entry is added.
- Add Company
Creates a new company.
- Add Message
Adds a message to the specified project.
- Add Milestone
Adds a new milestone to the specified project.
- Add Time Entry
Logs a time entry against the specified task.
- Complete Task
Marks a task as complete.
- Create Project
Adds a new project.
- Create Task
Adds a new task to the specified task list.
- Create Task List
Creates a new task list in the specified project.
- Delete Project
Deletes a project by ID.
- Delete Task
Deletes a task by ID.
- Get Project
Returns a single project by ID.
- Get Task
Returns a single task by ID.
- List Companies
Returns all companies on the site.
- List Milestones
Returns all milestones on the site.
- List People
Returns all people on the site.
- List Projects
Returns all projects on the Teamwork site.
- List Task Lists
Returns all task lists in the specified project.
- List Tasks
Returns all tasks across the site.
- List Tasks in Project
Returns all tasks in the specified project.
- List Time Entries
Returns time entries across the site.
- Update Project
Updates an existing project.
- Update Task
Updates an existing task.
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
SetSmart and Teamwork, answered
What can start an automation from SetSmart?
Any of SetSmart's 6 triggers in the catalog, including New Lead, New Resume for Lead, AI Switched Off and Failed Message. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Teamwork when something happens in SetSmart?
Any of Teamwork's 22 actions, including Create Project, Create Task, Create Task List and Update Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teamwork to SetSmart?
Yes. When something happens in Teamwork, your agent can act in SetSmart too. This page covers both directions: Teamwork's triggers and SetSmart's actions are listed here as well.
Do I have to build a connector for SetSmart or Teamwork?
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 SetSmart and Teamwork 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.