Integration
Connect WorkflowMax and Zoho Mail
When Job Category Created fires in WorkflowMax, your agent runs Create New Task in Zoho Mail, or New Email in Zoho Mail to Create Job Task in WorkflowMax. 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 Zoho Mail to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 and Zoho Mail can do together
From WorkflowMax to Zoho Mail
When Job Category Created in WorkflowMax
then Create New Task in Zoho Mail
When Job Cost Added in WorkflowMax
then Send Email in Zoho Mail
From Zoho Mail to WorkflowMax
When New Email in Zoho Mail
then Create Job Task in WorkflowMax
When New Email Matching Search in Zoho Mail
then Create Lead in WorkflowMax
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 Zoho Mail
Triggers and actions 26 triggers · 32 actions
Trigger
Job Category CreatedTriggers when a new job category is created in WorkflowMax.
Trigger
Job Cost AddedTriggers when a new cost is added to any job.
Trigger
Job Document AddedTriggers when a new document is added to the selected WorkflowMax job.
Trigger
Job Task AddedTriggers when a new task is added to a job in WorkflowMax.
Trigger
Job Task CompletedTriggers when a task on the selected job is marked completed.
Trigger
Job Task UpdatedTriggers when a task on the chosen job is added or changed.
Trigger
Job UpdatedTriggers when a job is created or any of its details change in WorkflowMax.
Trigger
List Job TasksTriggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
Trigger
New Client CreatedTriggers when a new client is created in WorkflowMax.
Trigger
New Cost CreatedTriggers when a new cost item is added to the WorkflowMax cost list.
Trigger
New Custom Field CreatedTriggers when a new custom field definition is created in WorkflowMax.
Trigger
New Invoice CreatedTriggers when a new invoice is created in WorkflowMax.
Trigger
New Job CreatedTriggers when a new job is created in WorkflowMax.
Trigger
New Job StatusTriggers when a new job status is added to the WorkflowMax account.
Trigger
New LeadTriggers when a new lead is added in WorkflowMax.
Trigger
New or Updated QuoteTriggers when a quote is created or an existing quote changes in WorkflowMax.
Trigger
New PO Bill CreatedTriggers when a new bill is created against a purchase order in WorkflowMax.
Trigger
New Purchase Order CreatedTriggers when a new purchase order is created in WorkflowMax.
Trigger
New Quote AcceptedTriggers when a quote in WorkflowMax is accepted.
Trigger
New Quote IssuedTriggers when a quote in WorkflowMax is in the Issued state.
Trigger
New Supplier CreatedTriggers when a new supplier is created in WorkflowMax.
Trigger
New Task CreatedTriggers when a new task type is created in WorkflowMax settings.
Trigger
New Timesheet CreatedTriggers when a new timesheet entry is created in WorkflowMax.
Action
Create ClientCreates a new client in WorkflowMax.
Action
Create Cost AdminCreates a cost item in the WorkflowMax cost settings list.
Action
Create JobCreates a new job in WorkflowMax for a client.
Action
Create Job CostAdds a cost line to an existing WorkflowMax job.
Action
Create Job TaskAdds a task from your WorkflowMax task list to a job.
Action
Create LeadCreates a new lead in WorkflowMax.
Action
Create Purchase OrderCreates a draft purchase order with one line for a job and supplier.
Action
Create Task AdminCreates a task in your WorkflowMax task list, which can then be added to jobs.
Action
Create TimesheetLogs time against a job task for a staff member.
Action
Find AccountFinds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
Action
Find Business StructureFinds client business structures (such as Company or Sole Trader) whose name contains the text you give.
Action
Find ClientFinds clients whose name contains the text you give.
Action
Find Client TypeFinds client types in WorkflowMax whose name contains the text you supply.
Action
Find JobFinds jobs whose name or job number contains the text you supply.
Action
Find Job CostFinds costs on a WorkflowMax job whose description or code contains the text you supply.
Action
Find Job StatusFinds job statuses in your WorkflowMax account whose name contains the text you give.
Action
Find Job TaskFinds the tasks on a job whose name or description contains the text you supply.
Action
Find StaffFinds staff members in WorkflowMax whose name or email contains the text you supply.
Action
Find TaxFinds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found.
Trigger
New EmailTriggered when a new email arrives in a Zoho Mail account.
Trigger
New Email Matching SearchFires for each new email in a Zoho Mail account that matches a saved search.
Trigger
New Tagged EmailFires once for each email in the account that carries the chosen tag, newest first.
Action
Create DraftComposes an email and saves it as a draft in a Zoho Mail account.
Action
Create FolderCreates a new folder in a Zoho Mail account, optionally nested under a parent folder.
Action
Create New TaskCreates a personal task, or a group task when a group is chosen, in Zoho Mail Tasks.
Action
Create TagCreates a new label (tag) in a Zoho Mail account.
Action
Delete emailDelete a message.
Action
Find emails by searchReturns up to 10 emails that match the specified Zoho Mail search criteria.
Action
Get emailGet a message's content by id.
Action
List emailsLists emails in a Zoho Mail account, optionally limited to one folder and filtered by read status, flag, label, thread or email type.
Action
List foldersLists all folders in a Zoho Mail account.
Action
List tagsList labels/tags.
Action
Reply to emailSends a reply to a received email from a Zoho Mail account, optionally scheduled for later delivery.
Action
Send EmailSends an email from a Zoho Mail account.
Action
Update emailUpdates one or more emails in a Zoho Mail account: mark read/unread, move to a folder, set a flag, apply or remove labels, archive/unarchive, or mark as spam/not spam.
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
WorkflowMax and Zoho Mail, 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 Zoho Mail when something happens in WorkflowMax?
Any of Zoho Mail's 13 actions, including Create Draft, Create Folder, Create New Task and Create Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Mail to WorkflowMax?
Yes. When something happens in Zoho Mail, your agent can act in WorkflowMax too. This page covers both directions: Zoho Mail's triggers and WorkflowMax's actions are listed here as well.
Do I have to build a connector for WorkflowMax or Zoho Mail?
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.