Integration
Connect SysAid and Workbooks CRM
When New Service Record fires in SysAid, your agent runs Create Customer Order in Workbooks CRM, or New Case in Workbooks CRM to Add Service Record Note in SysAid. 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 SysAid and Workbooks CRM 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 SysAid and Workbooks CRM can do together
From SysAid to Workbooks CRM
When New Service Record in SysAid
then Create Customer Order in Workbooks CRM
From Workbooks CRM to SysAid
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 SysAid and Workbooks CRM
Triggers and actions 8 triggers · 37 actions
- New Service Record
Triggers when a new service record (incident or request) is created in SysAid.
- Service Record Updated
Triggers when a service record (incident or request) is updated in SysAid.
- Add Service Record Note
Adds a note to a SysAid service record.
- Create Company
Creates a new company in SysAid.
- Create End User
Creates a new end user in SysAid.
- Create Service Record
Creates a new service record (incident or request) in SysAid and returns it.
- Delete Service Record
Permanently deletes a SysAid service record.
- Get Agent
Returns one SysAid agent by ID.
- Get Company
Returns one SysAid company by ID.
- Get End User
Returns one SysAid end user by ID.
- Get Service Record
Returns one SysAid service record by its ID.
- List Agents
Returns a page of SysAid agents.
- List Companies
Returns a page of companies in SysAid.
- List End Users
Returns a page of SysAid end users.
- List Groups
Returns a page of SysAid groups.
- Resolve Service Record
Resolves a SysAid service record with a solution.
- Search Service Records
Finds SysAid service records matching a text search, newest first.
- Update Service Record
Updates fields on an existing SysAid service record, such as its status, priority, assignee or description.
- New Case
Triggers when a new support case is created in Workbooks.
- New Organisation
Triggers when a new organisation is created in Workbooks.
- New Person
Triggers when a new person is created in Workbooks.
- New Sales Lead
Triggers when a new sales lead is created in Workbooks.
- Posted Credit Note
Triggers when a credit note in Workbooks is posted.
- Posted Invoice
Triggers when an invoice in Workbooks is posted.
- Create Case
Creates a new support case in Workbooks and returns its id and details.
- Create Customer Order
Creates a new customer order in Workbooks and returns its id and details.
- Create Marketing Campaign
Creates a new marketing campaign in Workbooks and returns its id and details.
- Create Marketing Campaign Member
Adds a person, organisation or lead to a marketing campaign in Workbooks and returns the membership's id.
- Create Marketing Campaign Member Status
Adds a new member status (such as Invited or Attended) to a marketing campaign in Workbooks.
- Create Organisation
Creates a new organisation (company) in Workbooks and returns its id and details.
- Create Person
Creates a new person (contact) in Workbooks and returns its id and details.
- Create Sales Lead
Creates a new sales lead in Workbooks and returns its id and details.
- Create Task
Creates a new task in Workbooks and returns its id and details.
- Find a Customer Order
Finds a customer order in Workbooks by its order reference and returns the first match.
- Find a Marketing Campaign
Finds a marketing campaign in Workbooks by name and returns the first match.
- Find a Marketing Campaign Member
Finds a member of a marketing campaign in Workbooks by campaign and member id.
- Find a Marketing Campaign Member Status
Finds a member status of a marketing campaign in Workbooks by its name.
- Find an Organisation
Finds an organisation in Workbooks by name and returns the first match.
- Find a Person
Finds a person in Workbooks by email address and returns the first match.
- Find a Sales Lead
Finds a sales lead in Workbooks by name and returns the first match.
- Update Customer Order
Updates an existing customer order in Workbooks. Only the fields you fill in are changed.
- Update Marketing Campaign Member
Updates an existing marketing campaign member in Workbooks, for example to change their member status.
- Update Organisation
Updates an existing organisation in Workbooks. Only the fields you fill in are changed.
- Update Person
Updates an existing person in Workbooks. Only the fields you fill in are changed.
- Update Sales Lead
Updates an existing sales lead in Workbooks. Only the fields you fill in are changed.
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
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Questions
SysAid and Workbooks CRM, answered
What can start an automation from SysAid?
Any of SysAid's 2 triggers in the catalog, including New Service Record and Service Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Workbooks CRM when something happens in SysAid?
Any of Workbooks CRM's 21 actions, including Create Case, Create Customer Order, Create Marketing Campaign and Create Marketing Campaign Member. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Workbooks CRM to SysAid?
Yes. When something happens in Workbooks CRM, your agent can act in SysAid too. This page covers both directions: Workbooks CRM's triggers and SysAid's actions are listed here as well.
Do I have to build a connector for SysAid or Workbooks CRM?
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 SysAid and Workbooks CRM 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.