Integration
Connect Wingmate and Workbooks CRM
When Action Created fires in Wingmate, your agent runs Create Customer Order in Workbooks CRM, or New Case in Workbooks CRM to Create a Contact in Wingmate. 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 Wingmate 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 Wingmate and Workbooks CRM can do together
From Wingmate to Workbooks CRM
When Action Created in Wingmate
then Create Customer Order in Workbooks CRM
From Workbooks CRM to Wingmate
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 Wingmate and Workbooks CRM
Triggers and actions 18 triggers · 33 actions
- Action Created
Triggers when a new action request is created on a lead.
- Attachment Created
Triggers when a new attachment is added to a lead.
- Comment Created
Triggers when a new comment is posted on a lead.
- Contact Created
Triggers when a new contact is added in Wingmate.
- Contact Updated
Triggers when a Wingmate contact is added or changed.
- Lead Created
Triggers when a new lead is added to your Wingmate pipeline.
- Lead Link Created
Triggers when a lead is linked to another lead.
- Lead Updated
Triggers when a lead in your Wingmate pipeline is added or changed.
- Ownership Created
Triggers when a new owner is added to a lead.
- Purchase Created
Triggers when a new purchase is recorded on a lead.
- Reminder Created
Triggers when a new reminder is created on a lead.
- Status Update Created
Triggers when a lead's status changes (new status update).
- Create a Comment
Adds a comment to an existing lead.
- Create a Contact
Creates a contact on an existing lead.
- Create a Lead
Creates a new lead in a Wingmate campaign (pipeline).
- Create an Action
Creates an action request on an existing lead, assigned to a user.
- Create a Reminder
Creates a reminder on an existing lead.
- Create a Reward
Creates a reward (user transaction) for a user on an existing lead.
- Lookup a Lead's Contacts
Returns the contacts on a lead.
- Update a Comment
Updates the text of an existing comment.
- Update a Contact
Updates an existing contact.
- Update a Lead
Updates an existing lead.
- Update an Action
Updates an existing action request.
- Update a Reminder
Updates an existing reminder.
- 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
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Questions
Wingmate and Workbooks CRM, answered
What can start an automation from Wingmate?
Any of Wingmate's 12 triggers in the catalog, including Action Created, Attachment Created, Comment Created and Contact Created. 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 Wingmate?
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 Wingmate?
Yes. When something happens in Workbooks CRM, your agent can act in Wingmate too. This page covers both directions: Workbooks CRM's triggers and Wingmate's actions are listed here as well.
Do I have to build a connector for Wingmate 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 Wingmate 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.