--- title: "Connect WorkflowMax to When I Work - APIANT.ai" description: "When \"Job Category Created\" fires in WorkflowMax, your agent runs \"Create User\" in When I Work." canonical: "https://apiant.ai/connect/workflowmax-to-when-i-work" --- # Connect WorkflowMax to When I Work When **Job Category Created** fires in [WorkflowMax](https://apiant.ai/connections/workflowmax), 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. WorkflowMax **23** triggers WorkflowMax **19** 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 WorkflowMax 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 WorkflowMax can start in When I Work - When **Job Category Created** in WorkflowMax then **Create User** in When I Work - When **Job Cost Added** in WorkflowMax 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 WorkflowMax and When I Work ## Triggers and actions 23 triggers · 41 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 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 - [ **WorkflowMax** WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline...](https://apiant.ai/connections/workflowmax) - [ **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 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 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 ## WorkflowMax and When I Work, 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 When I Work when something happens in WorkflowMax? 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 WorkflowMax? When I Work has no triggers in the catalog today, so automations start in WorkflowMax. 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 WorkflowMax 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 WorkflowMax 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.