--- title: "Connect WhatConverts to When I Work - APIANT.ai" description: "When \"New Lead\" fires in WhatConverts, your agent runs \"Create User\" in When I Work." canonical: "https://apiant.ai/connect/whatconverts-to-when-i-work" --- # Connect WhatConverts to When I Work When **New Lead** fires in [WhatConverts](https://apiant.ai/connections/whatconverts), your agent runs **Create User** in [When I Work](https://apiant.ai/connections/when-i-work). Describe the whole flow and it is built, tested on every scenario and kept running. WhatConverts **2** triggers WhatConverts **14** actions When I Work **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want WhatConverts and When I Work 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 WhatConverts can start in When I Work - When **New Lead** in WhatConverts then **Create User** in When I Work - When **Updated Lead** in WhatConverts then **Update user** in When I Work 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 WhatConverts and When I Work ## Triggers and actions 2 triggers · 36 actions - Trigger **New Lead** Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts. - Trigger **Updated Lead** Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes. - Action **Add account** Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key. - Action **Add profile** Creates a new profile under a WhatConverts agency account. - Action **Create Lead** Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead. - Action **Delete account** Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key. - Action **Delete profile** Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key. - Action **Find Lead** Returns one WhatConverts lead by its lead ID, including source, contact and call details. - Action **Get account** Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key. - Action **Get lead** Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values. - Action **Get profile** Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key. - Action **List accounts** Returns the accounts in your WhatConverts agency, with each account's profiles. - Action **List profiles** Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key. - Action **Update account** Renames an existing WhatConverts account (agency key required). - Action **Update Lead** Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL. - Action **Update profile** Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key. - Action **Add location** Creates a new schedule (location) in the When I Work account and returns the created schedule. - Action **Add position** Creates a position, such as Dishwasher or Server, in the When I Work account. - Action **Add time entry** Creates a time entry on a user's timesheet in When I Work and returns the new entry. - Action **Add time off request** Creates a time off request for a user, covering a start and end time, with an optional time off type and paid hours. - Action **Clock in** Clocks a user in, starting a time entry for them. Returns the time entry, the user and the punches recorded on it. - Action **Clock out** Clocks a When I Work user out and returns the time entry the clock-out belongs to. - Action **Create User** Creates a new user in the When I Work account and returns the created user, optionally sending them an invitation. - Action **Delete shift** Deletes a shift by its ID, optionally notifying the assigned user and removing later shifts in a repeating series. This cannot be undone. - Action **Delete user** Deletes a user from the When I Work account, optionally deleting their future shifts as well. When I Work allows this to be reversed. - Action **Get account** Returns the When I Work account for the connected login, including its company name, plan status, enabled features and settings. For a parent account, also returns its child accounts. - Action **Get shift** Returns a single shift by its ID, including its breaks and any repeating series it belongs to. An error occurs if the shift is not found. - Action **Get user** Returns a single When I Work user by ID, including their contact details, role, positions, schedules and pay information. - Action **List locations** Returns all the schedules (locations) in the When I Work account, optionally only those not yet confirmed. - Action **List positions** Returns all the positions in the When I Work account, optionally including deleted ones. - Action **List shifts** Returns the shifts in a date range, optionally narrowed to a user or schedule, and optionally including open, unpublished or repeating shifts. - Action **List sites** Returns all the sites in the When I Work account, optionally including deleted sites. - Action **List time entries** Returns the time entries (timesheet records) in a date range, optionally limited to specific users, entries still clocked in, or entries updated since a given time. - Action **List time off requests** Returns the time off requests that fall within a date range, optionally narrowed by user, schedule, status or type. - Action **List users** Returns the users in the When I Work account, optionally narrowed by schedule or by a search on name or email, and optionally including pending or deleted users. - Action **Publish shifts** Publishes a group of shifts so they become visible on the schedule, and returns the shifts that were published. It does not notify the assigned users. - Action **Update shift** Updates an existing shift on the schedule, such as its times, assigned user, position, breaks or notes, and returns the updated shift. - Action **Update user** Updates an existing user's contact details, role, positions, schedules, pay and access settings, and can reactivate a deleted user. Returns the updated user. ## Each app on its own - [ **WhatConverts** WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.](https://apiant.ai/connections/whatconverts) - [ **When I Work** When I Work is the easiest way to schedule, manage attendance, and communicate with your staff from your...](https://apiant.ai/connections/when-i-work) Reviews ## What our customers say ## More from WhatConverts - [ **WhatConverts to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/whatconverts-to-zoom) - [ **WhatConverts 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/whatconverts-to-wix) - [ **WhatConverts to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/whatconverts-to-linkedin) - [ **WhatConverts to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/whatconverts-to-facebook) - [ **WhatConverts to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/whatconverts-to-anthropic) - [ **WhatConverts to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/whatconverts-to-supabase) ## More into When I Work - [ **HubSpot to When I Work** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-when-i-work) - [ **Salesforce to When I Work** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-when-i-work) - [ **Slack to When I Work** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-when-i-work) - [ **Google Sheets to When I Work** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-when-i-work) - [ **Gmail to When I Work** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-when-i-work) - [ **Google Calendar to When I Work** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-when-i-work) Questions ## WhatConverts and When I Work, answered ### ### What can start an automation from WhatConverts? Any of WhatConverts's 2 triggers in the catalog, including New Lead and Updated Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in When I Work when something happens in WhatConverts? Any of When I Work's 22 actions, including Create User, Update shift, Update user and Add location. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from When I Work to WhatConverts? When I Work has no triggers in the catalog today, so automations start in WhatConverts. If you need the other direction, ask: your agent reads When I Work's API documentation and adds it. ### ### Do I have to build a connector for WhatConverts or When I Work? 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 WhatConverts and When I Work 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.