Agents + WorkflowMax Integrations
Put Agents + WorkflowMax to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Agents and WorkflowMax
See the kind of workflows teams build with Agents and WorkflowMax below — describe the exact one you want above and the Agent builds it on demand.
Agents + WorkflowMax
When a job document is added in WorkflowMax, route document text to AI Agents for parsing.
Create follow-up tasks after agent execution
When an agent run completes in Agents, automatically create a task in WorkflowMax summarizing the findings for team review.
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Run autonomous agent tools from new tasks
When a new task is created in WorkflowMax, initiate an automated tool run in Agents to handle preliminary research or data processing.
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Log project notes when AI calls wrap up
When a call or conversation completes in Agents, add a detailed comment to the associated task in WorkflowMax with key next steps.
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Browse the full workflow library →
Looking to achieve something else with Agents and WorkflowMax?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Agents and WorkflowMax
Everything Agents and WorkflowMax can do inside a workflow — the triggers that start one and the actions that run when it fires.
Agents Explore Agents →
Agents is an AI development platform that allows users to build, configure, and deploy autonomous AI agents for automated tasks.
Knit's Integrations Agent builds Agents's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Agents's API.
WorkflowMax Explore WorkflowMax →
A project management software tool that handles job costing, time tracking, invoicing, and reporting for service businesses.
TriggersTriggers when a job category is created in job settings.
Triggers when a cost is added to a job.
Triggers when a document is added to a job.
Triggers when a task is added to a job.
Triggers when a job task is completed.
Triggers when a job is updated.
Creates a new client.
Creates a cost in cost admin.
Creates a new job.
Creates a cost on a job using either the job number or the job uuid.
Creates a task on a job using either the job number or the job uuid.
Creates a new lead.
Other AI Agents apps on Knit
Explore more AI Agents integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AirAgent
AirAgent is an AI-powered automated agent platform designed to automate customer interactions, answer incoming inquiries, and manage phone calling tasks.
Bland AI
An AI platform that enables businesses to build and deploy conversational phone agents for automated voice calling.
CrewAI
CrewAI is an open-source framework for orchestrating autonomous AI agents to collaborate and execute complex multi-step workflows.
CustomGPT.ai
CustomGPT.ai is an AI platform that enables businesses to build custom conversational AI agents using their internal business data.
Moxo
Moxo is a client interaction management platform that streamlines external workflows, digital messaging, and client portals for businesses.
Photon
Photon is an artificial intelligence platform designed to build, deploy, and execute autonomous digital agents for workflow tasks.
Retell AI
Retell AI is a voice artificial intelligence platform that allows developers to create human-like conversational voice agents for customer calls.
Teli AI
Teli AI is an artificial intelligence platform that automates customer communication and phone interactions using conversational agents.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Agents + WorkflowMax
Is there a pre-built Agents + WorkflowMax automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Agents and WorkflowMax's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Agents or WorkflowMax connector?
No. The Agent works whether or not Agents or WorkflowMax already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
What is the advantage of linking AI agents in Agents to project software in WorkflowMax?
It lets human team members assign complex workflows in WorkflowMax that AI agents perform in Agents, returning results directly into project tasks without manual oversight.
Can AI agent completions update task statuses on project boards?
Yes, when Agents finishes running an agent or qualifies a lead, it can automatically move tasks or add project updates in WorkflowMax.