Integration
Connect Transax to Workiz
When New Contact fires in Transax, your agent runs Create Lead in Workiz. 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 Transax and Workiz 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 Transax can start in Workiz
When New Contact in Transax
then Create Lead in Workiz
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 Transax and Workiz
Triggers and actions 4 triggers · 18 actions
- New Contact
Triggers when a contact is created in Transax.
- New Financial Application
Triggers when a new financial application is created in Transax.
- New Lead
Triggers when a new lead is created in Transax.
- Updated Contact
Triggers when a contact is updated in Transax.
- Change Financial Application Status
Changes the status of a financial application.
- Create Contact
Creates a contact in Transax.
- Create Lead
Creates a lead in Transax by submitting a contact form message.
- Get Financial Application Information
Returns the details of one financial application.
- Get Financial Applications
Returns the IDs of financial applications matching an optional status and creation date range.
- List Financing Applications
Returns the financing applications (ID and applicant name) for the account.
- List Locations
Returns all locations of the dealership.
- Add payment to job
Add a payment record to a job.
- Convert lead to job
Convert an existing lead into a job.
- Create Job
Schedules a new job in your Workiz account.
- Create Lead
Schedules a new lead in your Workiz account.
- Get Job
Fetch a single job's details by UUID.
- Get Lead
Fetch a single lead's details by UUID.
- List Jobs
Fetch a filtered list of jobs.
- List Leads
Fetch a filtered list of leads.
- List team members
Lists the active team members in the Workiz account.
- Update Job
Update an existing job's information.
- Update Lead
Update an existing lead's information.
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
Transax and Workiz, answered
What can start an automation from Transax?
Any of Transax's 4 triggers in the catalog, including New Contact, New Financial Application, New Lead and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Workiz when something happens in Transax?
Any of Workiz's 11 actions, including Create Job, Create Lead, Update Job and Update Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Workiz to Transax?
Workiz has no triggers in the catalog today, so automations start in Transax. If you need the other direction, ask: your agent reads Workiz's API documentation and adds it.
Do I have to build a connector for Transax or Workiz?
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 Transax and Workiz 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.