--- title: "Connect WorkRamp to Daylite - APIANT.ai" description: "When \"Assignment Completed: Challenge\" fires in WorkRamp, your agent runs \"Create Appointment\" in Daylite." canonical: "https://apiant.ai/connect/workramp-to-daylite" --- # Connect WorkRamp to Daylite When **Assignment Completed: Challenge** fires in [WorkRamp](https://apiant.ai/connections/workramp), your agent runs **Create Appointment** in [Daylite](https://apiant.ai/connections/daylite). Describe the whole flow and it is built, tested on every scenario and kept running. WorkRamp **9** triggers WorkRamp **11** actions Daylite **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want WorkRamp and Daylite 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 WorkRamp can start in Daylite - When **Assignment Completed: Challenge** in WorkRamp then **Create Appointment** in Daylite - When **Assignment Completed: Path** in WorkRamp then **Create Note** in Daylite 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 WorkRamp and Daylite ## Triggers and actions 9 triggers · 37 actions - Trigger **Assignment Completed: Challenge** Triggers when a user completes the selected challenge, returning the user, completion date, grade and pass status. - Trigger **Assignment Completed: Path** Triggers when a user completes an assignment for the selected path. - Trigger **Assignment Completed: Scorm** Triggers when a user completes an assignment for the chosen SCORM course. - Trigger **Assignment Created: Challenge** Triggers when a user is newly assigned to the selected challenge. - Trigger **Assignment Created: Path** Triggers when a user is assigned to the selected WorkRamp path. - Trigger **Assignment Created: Scorm** Triggers when a user is assigned the selected SCORM course. - Trigger **Training Complete** Triggers when a contact completes a training in your Customer Learning Cloud academy. - Trigger **User Created** Triggers when a new user is created in your WorkRamp enterprise. - Trigger **User Deleted** Triggers when a user in your WorkRamp enterprise is deleted. - Action **Add group** Creates a new group in WorkRamp, optionally with initial member users. - Action **Delete contact** Deactivates (soft-deletes) a contact in a WorkRamp Customer Learning Cloud academy. - Action **Delete user** Deletes an existing user from your WorkRamp enterprise. - Action **Find User** Returns the WorkRamp users that match an email address, a name or a custom attribute value. - Action **Get contact** Returns a single contact from a WorkRamp Customer Learning Cloud academy, including name and email. - Action **List certifications** Returns all certifications (badges) set up in your WorkRamp account. - Action **List events** Returns the events in a WorkRamp academy, including each event's title, description, publication status and session counts. - Action **List groups** Returns all groups in the WorkRamp enterprise, with each group's name and created and updated times. - Action **List guides** Returns all guides in your WorkRamp account, including each guide's title, task count, test question count and tags. - Action **List paths** Returns the learning paths in your WorkRamp enterprise, including each path's name, description, content counts and tags. - Action **List users** Returns the users in your WorkRamp enterprise, optionally filtered by email, name or a custom attribute. - Action **Create Appointment** Creates an appointment in Daylite with a subject, start and end time, and optional links to contacts, companies and other records. - Action **Create Company** Creates a company in Daylite and returns the new company's id. - Action **Create Form** Creates a Daylite form from a form definition, with its field values and linked records. - Action **Create Note** Creates a note in Daylite, optionally linked to contacts, companies, opportunities, projects and other records. - Action **Create Opportunity** Creates a new opportunity in Daylite and returns its reference and id. - Action **Create Opportunity for Person** Creates an opportunity in Daylite linked to a specific person (contact), with that person's role on the opportunity. - Action **Create Person** Creates a new person (contact) in Daylite with names, emails, phone numbers, addresses and links to other records. - Action **Create Project** Creates a new project in Daylite. - Action **Create Task** Creates a new task in Daylite, optionally linked to contacts, companies, opportunities, projects and other records. - Action **Delete company** Moves a Daylite company to the trash, or permanently deletes it if it is already in the trash. - Action **Delete opportunity** Moves a Daylite opportunity to the trash, or permanently deletes it if it is already in the trash. - Action **Delete person** Moves a person (contact) to the trash in Daylite, or permanently deletes the person if they are already in the trash. - Action **Delete project** Removes a Daylite project. A project not yet in the trash is moved there; a project already in the trash is deleted permanently. - Action **Find Appointment** Searches Daylite appointments by subject, with optional filters for type, status, dates, owner and linked contact. - Action **Find Company** Searches Daylite companies by name and other optional criteria such as email, phone, category or industry, and returns the matches. - Action **Find Note** Searches Daylite notes by title and optional filters such as category, keyword or linked records, and returns the matching notes. - Action **Find Person** Searches Daylite people (contacts) by name, email, phone, company and other attributes and returns the matching people. - Action **Find Project** Finds Daylite projects whose name contains the given text, optionally narrowed by status, priority, category, keyword, linked contacts or companies, and owner. - Action **Find Task** Finds tasks in Daylite whose title contains the given text, optionally narrowed by status, type, priority, due date, owner and linked records. - Action **List pipelines** Returns the opportunity and project pipelines defined in your Daylite account. - Action **List users** Returns all users in your Daylite account. - Action **Update Appointment** Updates an existing Daylite appointment's subject, times, status, links and other details. Only the fields you fill in are changed. - Action **Update Opportunity** Updates an existing opportunity in Daylite. Only the fields you fill in are changed. - Action **Update Person** Updates an existing person (contact) in Daylite. Only the fields you fill in are changed. - Action **Update Project** Updates an existing Daylite project's name, status, dates, priority, keywords, extra fields and linked records. - Action **Update Task** Updates an existing Daylite task. Fields left blank are not changed. ## Each app on its own - [ **WorkRamp** WorkRamp is the All-in-One Platform that powers learning as a growth engine for the modern enterprise.](https://apiant.ai/connections/workramp) - [ **Daylite** Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and...](https://apiant.ai/connections/daylite) Reviews ## What our customers say ## More from WorkRamp - [ **WorkRamp to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/workramp-to-zoom) - [ **WorkRamp to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/workramp-to-linkedin) - [ **WorkRamp to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/workramp-to-facebook) - [ **WorkRamp to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/workramp-to-anthropic) - [ **WorkRamp to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/workramp-to-supabase) - [ **WorkRamp to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/workramp-to-elevenlabs) ## More into Daylite - [ **HubSpot to Daylite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-daylite) - [ **Salesforce to Daylite** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-daylite) - [ **Slack to Daylite** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-daylite) - [ **Google Sheets to Daylite** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-daylite) - [ **Gmail to Daylite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-daylite) - [ **Google Calendar to Daylite** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-daylite) Questions ## WorkRamp and Daylite, answered ### ### What can start an automation from WorkRamp? Any of WorkRamp's 9 triggers in the catalog, including Assignment Completed: Challenge, Assignment Completed: Path, Assignment Completed: Scorm and Assignment Created: Challenge. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Daylite when something happens in WorkRamp? Any of Daylite's 26 actions, including Create Appointment, Create Company, Create Form and Create Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Daylite to WorkRamp? Daylite has no triggers in the catalog today, so automations start in WorkRamp. If you need the other direction, ask: your agent reads Daylite's API documentation and adds it. ### ### Do I have to build a connector for WorkRamp or Daylite? 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 WorkRamp and Daylite 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.