# Connect Teamwork to PlatoForms When **New Company** fires in [Teamwork](https://apiant.ai/connections/teamwork), your agent runs **List forms** in [PlatoForms](https://apiant.ai/connections/platoforms). Describe the whole flow and it is built, tested on every scenario and kept running. Teamwork **6** triggers Teamwork **22** actions PlatoForms **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Teamwork and PlatoForms to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Teamwork can start in PlatoForms - When **New Company** in Teamwork then **List forms** in PlatoForms - When **New Milestone** in Teamwork then **List workflows** in PlatoForms 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 Teamwork and PlatoForms ## Triggers and actions 6 triggers · 24 actions - Trigger **New Company** Triggered when a new company is added. - Trigger **New Milestone** Triggered when a new milestone is added. - Trigger **New Person** Triggered when a new person is added. - Trigger **New Project** Triggered when a new project is added. - Trigger **New Task** Triggered when a new task is added. - Trigger **New Time Entry** Triggered when a new time entry is added. - Action **Add Company** Creates a new company. - Action **Add Message** Adds a message to the specified project. - Action **Add Milestone** Adds a new milestone to the specified project. - Action **Add Time Entry** Logs a time entry against the specified task. - Action **Complete Task** Marks a task as complete. - Action **Create Project** Adds a new project. - Action **Create Task** Adds a new task to the specified task list. - Action **Create Task List** Creates a new task list in the specified project. - Action **Delete Project** Deletes a project by ID. - Action **Delete Task** Deletes a task by ID. - Action **Get Project** Returns a single project by ID. - Action **Get Task** Returns a single task by ID. - Action **List Companies** Returns all companies on the site. - Action **List Milestones** Returns all milestones on the site. - Action **List People** Returns all people on the site. - Action **List Projects** Returns all projects on the Teamwork site. - Action **List Task Lists** Returns all task lists in the specified project. - Action **List Tasks** Returns all tasks across the site. - Action **List Tasks in Project** Returns all tasks in the specified project. - Action **List Time Entries** Returns time entries across the site. - Action **Update Project** Updates an existing project. - Action **Update Task** Updates an existing task. - Action **List forms** List the team's forms. - Action **List workflows** List team workflows. ## Each app on its own - [ **Teamwork** Project management software that lets you own the big picture — manage projects, tasks, milestones, time...](https://apiant.ai/connections/teamwork) - [ **PlatoForms** PlatoForms transforms PDFs into easy-to-fill web forms, letting clients submit directly from their browser.](https://apiant.ai/connections/platoforms) Reviews ## What our customers say ## More from Teamwork - [ **Teamwork to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/teamwork-to-salesforce) - [ **Teamwork to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/teamwork-to-zoom) - [ **Teamwork to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/teamwork-to-twilio) - [ **Teamwork to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/teamwork-to-webflow) - [ **Teamwork to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/teamwork-to-anthropic) - [ **Teamwork to Capsule CRM** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/teamwork-to-capsule-crm) ## More into PlatoForms - [ **HubSpot to PlatoForms** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-platoforms) - [ **Salesforce to PlatoForms** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-platoforms) - [ **Slack to PlatoForms** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-platoforms) - [ **Google Sheets to PlatoForms** Google Sheets](https://apiant.ai/connect/google-sheets-to-platoforms) - [ **Gmail to PlatoForms** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-platoforms) - [ **Google Calendar to PlatoForms** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-platoforms) Questions ## Teamwork and PlatoForms, answered ### ### What can start an automation from Teamwork? Any of Teamwork's 6 triggers in the catalog, including New Company, New Milestone, New Person and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PlatoForms when something happens in Teamwork? Any of PlatoForms's 2 actions, including List forms and List workflows. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PlatoForms to Teamwork? PlatoForms has no triggers in the catalog today, so automations start in Teamwork. If you need the other direction, ask: your agent reads PlatoForms's API documentation and adds it. ### ### Do I have to build a connector for Teamwork or PlatoForms? 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. ### ### 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.