Integration
Connect WorkflowMax to Direct Mail Manager
When Job Category Created fires in WorkflowMax, your agent runs Add address in Direct Mail Manager. 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 WorkflowMax and Direct Mail Manager 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)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 WorkflowMax can start in Direct Mail Manager
When Job Category Created in WorkflowMax
then Add address in Direct Mail Manager
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 WorkflowMax and Direct Mail Manager
Triggers and actions 23 triggers · 31 actions
- Job Category Created
Triggers when a new job category is created in WorkflowMax.
- Job Cost Added
Triggers when a new cost is added to any job.
- Job Document Added
Triggers when a new document is added to the selected WorkflowMax job.
- Job Task Added
Triggers when a new task is added to a job in WorkflowMax.
- Job Task Completed
Triggers when a task on the selected job is marked completed.
- Job Task Updated
Triggers when a task on the chosen job is added or changed.
- Job Updated
Triggers when a job is created or any of its details change in WorkflowMax.
- List Job Tasks
Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
- New Client Created
Triggers when a new client is created in WorkflowMax.
- New Cost Created
Triggers when a new cost item is added to the WorkflowMax cost list.
- New Custom Field Created
Triggers when a new custom field definition is created in WorkflowMax.
- New Invoice Created
Triggers when a new invoice is created in WorkflowMax.
- New Job Created
Triggers when a new job is created in WorkflowMax.
- New Job Status
Triggers when a new job status is added to the WorkflowMax account.
- New Lead
Triggers when a new lead is added in WorkflowMax.
- New or Updated Quote
Triggers when a quote is created or an existing quote changes in WorkflowMax.
- New PO Bill Created
Triggers when a new bill is created against a purchase order in WorkflowMax.
- New Purchase Order Created
Triggers when a new purchase order is created in WorkflowMax.
- New Quote Accepted
Triggers when a quote in WorkflowMax is accepted.
- New Quote Issued
Triggers when a quote in WorkflowMax is in the Issued state.
- New Supplier Created
Triggers when a new supplier is created in WorkflowMax.
- New Task Created
Triggers when a new task type is created in WorkflowMax settings.
- New Timesheet Created
Triggers when a new timesheet entry is created in WorkflowMax.
- Create Client
Creates a new client in WorkflowMax.
- Create Cost Admin
Creates a cost item in the WorkflowMax cost settings list.
- Create Job
Creates a new job in WorkflowMax for a client.
- Create Job Cost
Adds a cost line to an existing WorkflowMax job.
- Create Job Task
Adds a task from your WorkflowMax task list to a job.
- Create Lead
Creates a new lead in WorkflowMax.
- Create Purchase Order
Creates a draft purchase order with one line for a job and supplier.
- Create Task Admin
Creates a task in your WorkflowMax task list, which can then be added to jobs.
- Create Timesheet
Logs time against a job task for a staff member.
- Find Account
Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
- Find Business Structure
Finds client business structures (such as Company or Sole Trader) whose name contains the text you give.
- Find Client
Finds clients whose name contains the text you give.
- Find Client Type
Finds client types in WorkflowMax whose name contains the text you supply.
- Find Job
Finds jobs whose name or job number contains the text you supply.
- Find Job Cost
Finds costs on a WorkflowMax job whose description or code contains the text you supply.
- Find Job Status
Finds job statuses in your WorkflowMax account whose name contains the text you give.
- Find Job Task
Finds the tasks on a job whose name or description contains the text you supply.
- Find Staff
Finds staff members in WorkflowMax whose name or email contains the text you supply.
- Find Tax
Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found.
- Add address
Adds a new recipient address to your Direct Mail Manager account, optionally placing it on one or more mailing lists, and returns the new address's id and verification result.
- Add address to mailing list
Adds an existing address to a mailing list. An address can belong to any number of mailing lists.
- Add mailing list
Creates a new mailing list in Direct Mail Manager and returns its ID.
- Delete address
Deletes an address from your Direct Mail Manager account. The deletion is a soft delete, so the address can be restored later; suppressed or locked addresses cannot be deleted.
- Delete mailing list
Permanently deletes a mailing list. Addresses that were on the list are kept.
- Get address
Returns a single address from Direct Mail Manager, including its verification status, deliverability, mailing lists, metadata and custom field values.
- Get mailing list
Returns a single mailing list by its ID, including its name, address count and mailable count.
- List addresses
Returns the addresses in your Direct Mail Manager account, optionally narrowed by name, location, verification status, creation date or a search term.
- List mailing lists
Returns the mailing lists in your Direct Mail Manager account, with each list's name, address counts and dates. Optionally filter by name, search text or creation date.
- Suppress address
Suppresses an address so no postcards are sent to it, no matter how many mailing lists it belongs to. Returns the updated address.
- Update address
Updates an existing address in Direct Mail Manager, including its recipient name, street address, mailing lists, metadata and custom field values.
- Update mailing list
Renames an existing mailing list in Direct Mail Manager and returns the updated mailing list.
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
WorkflowMax and Direct Mail Manager, answered
What can start an automation from WorkflowMax?
Any of WorkflowMax's 23 triggers in the catalog, including Job Category Created, Job Cost Added, Job Document Added and Job Task Added. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Direct Mail Manager when something happens in WorkflowMax?
Any of Direct Mail Manager's 12 actions, including Update address, Update mailing list, Add address and Add address to mailing list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Direct Mail Manager to WorkflowMax?
Direct Mail Manager has no triggers in the catalog today, so automations start in WorkflowMax. If you need the other direction, ask: your agent reads Direct Mail Manager's API documentation and adds it.
Do I have to build a connector for WorkflowMax or Direct Mail Manager?
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 WorkflowMax and Direct Mail Manager 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.