--- title: "Connect WorkflowMax to Fergus - APIANT.ai" description: "When \"Job Category Created\" fires in WorkflowMax, your agent runs \"Create Job\" in Fergus." canonical: "https://apiant.ai/connect/workflowmax-to-fergus" --- # Connect WorkflowMax to Fergus When **Job Category Created** fires in [WorkflowMax](https://apiant.ai/connections/workflowmax), your agent runs **Create Job** in [Fergus](https://apiant.ai/connections/fergus). Describe the whole flow and it is built, tested on every scenario and kept running. WorkflowMax **23** triggers WorkflowMax **19** actions Fergus **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want WorkflowMax and Fergus 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 WorkflowMax can start in Fergus - When **Job Category Created** in WorkflowMax then **Create Job** in Fergus - When **Job Cost Added** in WorkflowMax then **Add Contact** in Fergus 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 Fergus ## Triggers and actions 23 triggers · 50 actions - Trigger **Job Category Created** Triggers when a new job category is created in WorkflowMax. - Trigger **Job Cost Added** Triggers when a new cost is added to any job. - Trigger **Job Document Added** Triggers when a new document is added to the selected WorkflowMax job. - Trigger **Job Task Added** Triggers when a new task is added to a job in WorkflowMax. - Trigger **Job Task Completed** Triggers when a task on the selected job is marked completed. - Trigger **Job Task Updated** Triggers when a task on the chosen job is added or changed. - Trigger **Job Updated** Triggers when a job is created or any of its details change in WorkflowMax. - Trigger **List Job Tasks** Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job. - Trigger **New Client Created** Triggers when a new client is created in WorkflowMax. - Trigger **New Cost Created** Triggers when a new cost item is added to the WorkflowMax cost list. - Trigger **New Custom Field Created** Triggers when a new custom field definition is created in WorkflowMax. - Trigger **New Invoice Created** Triggers when a new invoice is created in WorkflowMax. - Trigger **New Job Created** Triggers when a new job is created in WorkflowMax. - Trigger **New Job Status** Triggers when a new job status is added to the WorkflowMax account. - Trigger **New Lead** Triggers when a new lead is added in WorkflowMax. - Trigger **New or Updated Quote** Triggers when a quote is created or an existing quote changes in WorkflowMax. - Trigger **New PO Bill Created** Triggers when a new bill is created against a purchase order in WorkflowMax. - Trigger **New Purchase Order Created** Triggers when a new purchase order is created in WorkflowMax. - Trigger **New Quote Accepted** Triggers when a quote in WorkflowMax is accepted. - Trigger **New Quote Issued** Triggers when a quote in WorkflowMax is in the Issued state. - Trigger **New Supplier Created** Triggers when a new supplier is created in WorkflowMax. - Trigger **New Task Created** Triggers when a new task type is created in WorkflowMax settings. - Trigger **New Timesheet Created** Triggers when a new timesheet entry is created in WorkflowMax. - Action **Create Client** Creates a new client in WorkflowMax. - Action **Create Cost Admin** Creates a cost item in the WorkflowMax cost settings list. - Action **Create Job** Creates a new job in WorkflowMax for a client. - Action **Create Job Cost** Adds a cost line to an existing WorkflowMax job. - Action **Create Job Task** Adds a task from your WorkflowMax task list to a job. - Action **Create Lead** Creates a new lead in WorkflowMax. - Action **Create Purchase Order** Creates a draft purchase order with one line for a job and supplier. - Action **Create Task Admin** Creates a task in your WorkflowMax task list, which can then be added to jobs. - Action **Create Timesheet** Logs time against a job task for a staff member. - Action **Find Account** Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter. - Action **Find Business Structure** Finds client business structures (such as Company or Sole Trader) whose name contains the text you give. - Action **Find Client** Finds clients whose name contains the text you give. - Action **Find Client Type** Finds client types in WorkflowMax whose name contains the text you supply. - Action **Find Job** Finds jobs whose name or job number contains the text you supply. - Action **Find Job Cost** Finds costs on a WorkflowMax job whose description or code contains the text you supply. - Action **Find Job Status** Finds job statuses in your WorkflowMax account whose name contains the text you give. - Action **Find Job Task** Finds the tasks on a job whose name or description contains the text you supply. - Action **Find Staff** Finds staff members in WorkflowMax whose name or email contains the text you supply. - Action **Find Tax** Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found. - Action **Add Calendar Event** Creates a new calendar event/booking. - Action **Add Contact** Creates a new contact. - Action **Add Note** Creates a new note against a record. - Action **Add Quote** Creates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate. - Action **Add Task** Creates a new task in Fergus, optionally linked to a job and assigned to employees. - Action **Archive Site** Archives a site in Fergus. The site can later be restored. - Action **Create Customer** Creates a new customer. - Action **Create Job** Creates a job in Fergus — an active job, a draft job, or a variation of an existing job. - Action **Create Site** Creates a new site. - Action **Delete Customer** Deletes a Fergus customer by ID. - Action **Edit Draft Job** Updates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value. - Action **Finalize Draft Job** Finalises a draft job in Fergus, turning it into an active job. - Action **Find All Quotes** Returns up to 100 quotes from across all jobs that match the specified status and date criteria. - Action **Find Customer** Returns the customers whose name, or main or billing contact's name, email or phone, contains the search text. - Action **Find Site** Finds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10). - Action **Get Calendar Event** Returns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details. - Action **Get Contact** Returns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items. - Action **Get Customer by ID** Returns a Fergus customer by its ID. - Action **Get Customer Invoice** Retrieves a customer invoice by ID. - Action **Get Job by ID** Retrieves a specific job using its unique ID. - Action **Get Quotes for Job** Returns all quotes for a Fergus job, optionally filtered by status. - Action **Get Site by ID** Retrieves a specific site using its unique ID. - Action **List Contacts** Lists contacts, with optional filtering. - Action **List Customer Invoices** Lists customer invoices, with optional filtering. - Action **List Notes** Returns the notes (with their replies) attached to a Fergus record. - Action **List Tasks** Lists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state. - Action **Update Contact** Updates an existing customer contact or site contact in Fergus. - Action **Update Customer** Updates an existing customer's details. - Action **Update Quote** Updates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items. - Action **Update Site** Updates an existing site's details. - Action **Update Task** Updates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be changed. ## Each app on its own - [ **WorkflowMax** WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline...](https://apiant.ai/connections/workflowmax) - [ **Fergus** Fergus is a job management software for plumbers, electricians and other trades.](https://apiant.ai/connections/fergus) Reviews ## What our customers say ## More from WorkflowMax - [ **WorkflowMax to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/workflowmax-to-zoom) - [ **WorkflowMax to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/workflowmax-to-linkedin) - [ **WorkflowMax to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/workflowmax-to-facebook) - [ **WorkflowMax to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/workflowmax-to-anthropic) - [ **WorkflowMax to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/workflowmax-to-supabase) - [ **WorkflowMax to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/workflowmax-to-elevenlabs) ## More into Fergus - [ **Outlook to Fergus** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/outlook-to-fergus) - [ **HubSpot to Fergus** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fergus) - [ **Salesforce to Fergus** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fergus) - [ **Slack to Fergus** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fergus) - [ **Google Sheets to Fergus** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-fergus) - [ **Gmail to Fergus** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fergus) Questions ## WorkflowMax and Fergus, 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 Fergus when something happens in WorkflowMax? Any of Fergus's 31 actions, including Create Customer, Create Job, Create Site and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Fergus to WorkflowMax? Fergus has no triggers in the catalog today, so automations start in WorkflowMax. If you need the other direction, ask: your agent reads Fergus's API documentation and adds it. ### ### Do I have to build a connector for WorkflowMax or Fergus? 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 Fergus 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.