# Connect Workably to Pickaxe

When **New Contact** fires in [Workably](https://apiant.ai/connections/workably), your agent runs **Create Document** in [Pickaxe](https://apiant.ai/connections/pickaxe). Describe the whole flow and it is built, tested on every scenario and kept running.

Workably **3** triggers Workably **3** actions Pickaxe **18** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Workably and Pickaxe 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 Workably can start in Pickaxe

- When **New Contact** in Workably then **Create Document** in Pickaxe
- When **New Deal** in Workably then **Create User** in Pickaxe

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 Workably and Pickaxe

## Triggers and actions 3 triggers · 21 actions

- Trigger

**New Contact**

Triggers when a new contact is created in Workably.

- Trigger

**New Deal**

Triggers when a new deal is created in Workably.

- Trigger

**New Task**

Triggers when a new task is created in Workably.

- Action

**Create Contact**

Creates a new contact in Workably.

- Action

**Create Deal**

Creates a new deal in Workably.

- Action

**Create Task**

Creates a new task in Workably.

- Action

**Connect Document**

Connect a document to a Pickaxe or User.

- Action

**Create Access Group**

Create a new access group.

- Action

**Create Document**

Create a new document with the provided details.

- Action

**Create User**

Create a new document with the provided details.

- Action

**Delete Access Group**

Delete an access group, or reassign links and users before deleting it.

- Action

**Delete Document**

Delete a specific document by its ID.

- Action

**Delete User**

Delete a specific user by their email.

- Action

**Disconnect Document**

Detach a document from a Pickaxe or User.

- Action

**Find Access Group**

Retrieve a specific access group by its ID.

- Action

**Find Access Groups**

List all access groups for a studio workspace.

- Action

**Find Document by ID**

Retrieve a specific document by its ID.

- Action

**Find Documents**

Finds knowledge base documents whose name or title contains the given text.

- Action

**Find User by Email**

Retrieve a specific user by their email.

- Action

**Find Users**

List all users with optional pagination.

- Action

**Preview Delete Access Group**

Preview the impact of deleting an access group.

- Action

**Remove Access Group Links**

Remove access groups from deployments or portals, or remove resources from an access group.

- Action

**Update Access Group**

Update an existing access group.

- Action

**Update User**

Update a specific user by their email.

## Each app on its own

- [ **Workably** Workably is a simple AI-powered CRM for small businesses — manage contacts, deals, tasks, and emails in one...](https://apiant.ai/connections/workably)
- [ **Pickaxe** Pickaxe is a simple, no-code platform to build, launch, and sell AI products.](https://apiant.ai/connections/pickaxe)

Reviews

## What our customers say

## More from Workably

- [ **Workably to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/workably-to-zoom)
- [ **Workably to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/workably-to-linkedin)
- [ **Workably to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/workably-to-facebook)
- [ **Workably to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/workably-to-anthropic)
- [ **Workably to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/workably-to-gohighlevel)
- [ **Workably to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/workably-to-supabase)

## More into Pickaxe

- [ **HubSpot to Pickaxe** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pickaxe)
- [ **Salesforce to Pickaxe** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pickaxe)
- [ **Slack to Pickaxe** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pickaxe)
- [ **Google Sheets to Pickaxe** Google Sheets](https://apiant.ai/connect/google-sheets-to-pickaxe)
- [ **Gmail to Pickaxe** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pickaxe)
- [ **Google Calendar to Pickaxe** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pickaxe)

Questions

## Workably and Pickaxe, answered

###

### What can start an automation from Workably?

Any of Workably's 3 triggers in the catalog, including New Contact, New Deal and New Task. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Pickaxe when something happens in Workably?

Any of Pickaxe's 18 actions, including Create Access Group, Create Document, Create User and Update Access Group. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Pickaxe to Workably?

Pickaxe has no triggers in the catalog today, so automations start in Workably. If you need the other direction, ask: your agent reads Pickaxe's API documentation and adds it.

###

### Do I have to build a connector for Workably or Pickaxe?

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.
