--- title: "Connect Worktivity to iClosed - APIANT.ai" description: "When \"New Employee\" fires in Worktivity, your agent runs \"Create Contact\" in iClosed." canonical: "https://apiant.ai/connect/worktivity-to-iclosed" --- # Connect Worktivity to iClosed When **New Employee** fires in [Worktivity](https://apiant.ai/connections/worktivity), your agent runs **Create Contact** in [iClosed](https://apiant.ai/connections/iclosed). Describe the whole flow and it is built, tested on every scenario and kept running. Worktivity **2** triggers Worktivity **12** actions iClosed **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Worktivity and iClosed 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 Worktivity can start in iClosed - When **New Employee** in Worktivity then **Create Contact** in iClosed - When **New Project Task** in Worktivity then **Update Contact** in iClosed 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 Worktivity and iClosed ## Triggers and actions 2 triggers · 20 actions - Trigger **New Employee** Triggers when a new employee is added. - Trigger **New Project Task** Triggers when a new task is created in a project. - Action **Add customer** Creates a customer. - Action **Add project** Creates a project. - Action **Add task** Creates a task. - Action **Get project** Gets a project by id. - Action **Get task** Gets a task by id. - Action **List customers** Lists customers. - Action **List employees** Lists employees. - Action **List projects** Lists projects. - Action **List teams** Lists teams. - Action **List timesheets** Lists timesheet data. - Action **Update project** Updates a project. - Action **Update task** Updates a task. - Action **Create Contact** Creates a new contact in iClosed, or updates the existing contact with the same email or phone number. - Action **Create Note** Adds a note to an existing contact in iClosed. - Action **Search Call** Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range. - Action **Search Contact** Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts. - Action **Search Custom Fields** Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier. - Action **Search Transaction** Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date. - Action **Search Users** Finds users in your iClosed account whose name or email matches the search text, including removed users. - Action **Update Contact** Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed. ## Each app on its own - [ **Worktivity** Worktivity is a platform that tracks app and website usage to improve team productivity.](https://apiant.ai/connections/worktivity) - [ **iClosed** iClosed is a sales analytics & scheduler platform that helps you scale your business.](https://apiant.ai/connections/iclosed) Reviews ## What our customers say ## More from Worktivity - [ **Worktivity to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/worktivity-to-zoom) - [ **Worktivity to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/worktivity-to-linkedin) - [ **Worktivity to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/worktivity-to-facebook) - [ **Worktivity to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/worktivity-to-anthropic) - [ **Worktivity to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/worktivity-to-supabase) - [ **Worktivity to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/worktivity-to-elevenlabs) ## More into iClosed - [ **HubSpot to iClosed** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iclosed) - [ **Salesforce to iClosed** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iclosed) - [ **Slack to iClosed** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iclosed) - [ **Google Sheets to iClosed** Google Sheets](https://apiant.ai/connect/google-sheets-to-iclosed) - [ **Gmail to iClosed** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iclosed) - [ **Google Calendar to iClosed** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iclosed) Questions ## Worktivity and iClosed, answered ### ### What can start an automation from Worktivity? Any of Worktivity's 2 triggers in the catalog, including New Employee and New Project Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in iClosed when something happens in Worktivity? Any of iClosed's 8 actions, including Create Contact, Create Note, Update Contact and Search Call. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from iClosed to Worktivity? iClosed has no triggers in the catalog today, so automations start in Worktivity. If you need the other direction, ask: your agent reads iClosed's API documentation and adds it. ### ### Do I have to build a connector for Worktivity or iClosed? 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 Worktivity and iClosed 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.