Workamajig integration
Marketing project management software designed just for creative teams.
What your agents can do with Workamajig
6 pre-built Workamajig tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Update Contact
This component updates a specific contact in Workamajig.
Create a Company
Creates a new company in Workamajig.
Create Activity
Initiates the creation of a fresh activity in Workamajig.
Triggers (3)
Updated Opportunity
Emit new event when an opportunity is updated.
New Company
Emit new event when a new company is created in Workamajig.
New Activity
Emit new event when a new open activity is created in Workamajig. Note: Completed activities/conversations are not retrieved by the Workamajig API.
Set up Workamajig in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Workamajig account
In Relevance AI, open Integrations and add Workamajig, then paste your API Access Token, User Token, and Subdomain. You will find it in your Workamajig account settings.
Use Workamajig in an agent
Create a tool, add a Workamajig tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Workamajig to work in your agents
Connect Workamajig alongside 1,800+ other integrations and let your agents run the busywork.