--- title: "Connect SuiteDash and Worktivity - APIANT.ai" description: "When \"New Company\" fires in SuiteDash, your agent runs \"Add customer\" in Worktivity." canonical: "https://apiant.ai/connect/suitedash-to-worktivity" --- # Connect SuiteDash and Worktivity When **New Company** fires in [SuiteDash](https://apiant.ai/connections/suitedash), your agent runs **Add customer** in [Worktivity](https://apiant.ai/connections/worktivity), or **New Employee** in Worktivity to **Add contacts to marketing audience** in SuiteDash. Describe the whole flow and it is built, tested on every scenario and kept running. SuiteDash **3** triggers SuiteDash **9** actions Worktivity **2** triggers Worktivity **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SuiteDash and Worktivity 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 SuiteDash and Worktivity can do together ### From SuiteDash to Worktivity - When **New Company** in SuiteDash then **Add customer** in Worktivity - When **New Contact** in SuiteDash then **Add task** in Worktivity ### From Worktivity to SuiteDash - When **New Employee** in Worktivity then **Add contacts to marketing audience** in SuiteDash - When **New Project Task** in Worktivity then **Update Project** in SuiteDash 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 SuiteDash and Worktivity ## Triggers and actions 5 triggers · 21 actions - Trigger **New Company** Triggers when a new company is created in SuiteDash. - Trigger **New Contact** Triggers when a new contact is created in SuiteDash. - Trigger **New Project** Triggers when a new project is created in SuiteDash. - Action **Add contacts to marketing audience** Subscribes a contact to one or more SuiteDash marketing audiences. - Action **Create Company** Creates a new company in SuiteDash CRM with a role, optionally attaching a primary contact. - Action **Create Contact** Creates a new CRM contact (lead, client or prospect) in SuiteDash. - Action **Find Company** Finds a single SuiteDash company by its UID or name and returns the company record, including its custom fields. - Action **Find Contacts** Finds a SuiteDash CRM contact by its UID or email address and returns the full contact record. - Action **Find Project** Finds a single SuiteDash project by its UID, exact name, part of its name, or returns the most recently created project. - Action **List worlds** Returns the Worlds set up in your SuiteDash account (requires the WORLDS Power-up). - Action **Update Contact** Updates an existing SuiteDash CRM contact, found by its unique id or email, and returns the updated contact. - Action **Update Project** Updates an existing SuiteDash project's name, status, dates, information and economics, found by its id or name. - Trigger **New Employee** Triggers when a new employee is added. - Trigger **New Project Task** Triggers when a new task is created in a project. - Action **Add customer** Creates a customer. - Action **Add project** Creates a project. - Action **Add task** Creates a task. - Action **Get project** Gets a project by id. - Action **Get task** Gets a task by id. - Action **List customers** Lists customers. - Action **List employees** Lists employees. - Action **List projects** Lists projects. - Action **List teams** Lists teams. - Action **List timesheets** Lists timesheet data. - Action **Update project** Updates a project. - Action **Update task** Updates a task. ## Each app on its own - [ **SuiteDash** SuiteDash is a multi-tool business management platform that enables collaboration & communication both with...](https://apiant.ai/connections/suitedash) - [ **Worktivity** Worktivity is a platform that tracks app and website usage to improve team productivity.](https://apiant.ai/connections/worktivity) Reviews ## What our customers say ## More from SuiteDash - [ **SuiteDash to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/suitedash-to-trello) - [ **SuiteDash to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/suitedash-to-zoom) - [ **SuiteDash to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/suitedash-to-twilio) - [ **SuiteDash to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/suitedash-to-typeform) - [ **SuiteDash to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/suitedash-to-webflow) - [ **SuiteDash to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/suitedash-to-wix) ## More into Worktivity - [ **HubSpot to Worktivity** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-worktivity) - [ **Salesforce to Worktivity** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-worktivity) - [ **Slack to Worktivity** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-worktivity) - [ **Google Sheets to Worktivity** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-worktivity) - [ **Gmail to Worktivity** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-worktivity) - [ **Google Calendar to Worktivity** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-worktivity) Questions ## SuiteDash and Worktivity, answered ### ### What can start an automation from SuiteDash? Any of SuiteDash's 3 triggers in the catalog, including New Company, New Contact and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Worktivity when something happens in SuiteDash? Any of Worktivity's 12 actions, including Update project, Update task, Add customer and Add project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Worktivity to SuiteDash? Yes. When something happens in Worktivity, your agent can act in SuiteDash too. This page covers both directions: Worktivity's triggers and SuiteDash's actions are listed here as well. ### ### Do I have to build a connector for SuiteDash or Worktivity? 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 SuiteDash and Worktivity 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.