--- title: "Connect 2Chat and Autotask - APIANT.ai" description: "When \"Incoming Call Completed\" fires in 2Chat, your agent runs \"Find Contact\" in Autotask, or \"New Company\" in Autotask to \"Create Contact\" in 2Chat." canonical: "https://apiant.ai/connect/2chat-to-autotask" --- # Connect 2Chat and Autotask When **Incoming Call Completed** fires in [2Chat](https://apiant.ai/connections/2chat), your agent runs **Find Contact** in [Autotask](https://apiant.ai/connections/autotask), or **New Company** in Autotask to **Create Contact** in 2Chat. Describe the whole flow and it is built, tested on every scenario and kept running. 2Chat **13** triggers 2Chat **1** action Autotask **24** triggers Autotask **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want 2Chat and Autotask 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 2Chat and Autotask can do together ### From 2Chat to Autotask - When **Incoming Call Completed** in 2Chat then **Find Contact** in Autotask - When **New WhatsApp Conversation** in 2Chat then **Find Company** in Autotask ### From Autotask to 2Chat - When **New Company** in Autotask then **Create Contact** in 2Chat 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 2Chat and Autotask ## Triggers and actions 37 triggers ยท 10 actions - Trigger **Call Status Update** Triggers when a call changes state. E.g.: ringing, missed, answered, canceled, completed, etc. - Trigger **Incoming Call Completed** Triggers when an incoming phone call is completed (answered or missed). - Trigger **New WhatsApp Conversation** Triggers when a new WhatsApp conversation is started on your 2Chat connected number. - Trigger **New WhatsApp Message** Triggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers. - Trigger **Outgoing Call Completed** Triggers when an outgoing phone call is completed (answered or canceled). - Trigger **Participant Joined a WhatsApp Group** Triggers when someone joins a WhatsApp Group - Trigger **Participant Left a WhatsApp Group** Triggers when someone leaves a WhatsApp Group - Trigger **Participant Was Removed From a WhatsApp Group** Triggers when someone is removed from a WhatsApp Group - Trigger **WhatsApp Audio Message Transcribed** Triggers when a new WhatsApp audio message is transcribed to text. - Trigger **WhatsApp Call Made** Triggers when a new WhatsApp call is made from your connected number. - Trigger **WhatsApp Call Received** Triggers when a new WhatsApp call is received on your connected number. - Trigger **WhatsApp Group Message Received** Triggers when a new WhatsApp Group Message is received - Trigger **WhatsApp Order Received** Triggers when a WhatsApp Order is received on your 2Chat connected number. - Action **Create Contact** Creates a Contact in 2Chat - Trigger **New Company** Triggers when a new company is created. - Trigger **New Company "To Do" Event** Triggers when a new to-do is added to a company. - Trigger **New Configuration Item** Triggers when a new configuration item is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Opportunity** Triggers when a new opportunity is created. - Trigger **New or Updated Ticket Note** Triggers when a ticket note is created or updated. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Quote** Triggers when a new quote is created. - Trigger **New Service Call** Triggers when a new service call is created. - Trigger **New Task** Triggers when a new project task is created. - Trigger **New Ticket** Triggers when a new ticket is created. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Updated Company** Triggers when a company is updated. - Trigger **Updated Company "To Do" Event** Triggers when an existing company to-do is updated. - Trigger **Updated Configuration Item** Triggers when a configuration item is updated. - Trigger **Updated Contact** Triggers when a contact is updated. - Trigger **Updated Opportunity** Triggers when an opportunity is updated. - Trigger **Updated Project** Triggers when a project is updated. - Trigger **Updated Quote** Triggers when a quote is updated. - Trigger **Updated Service Call** Triggers when an existing service call is updated. - Trigger **Updated Task** Triggers when a project task is updated. - Trigger **Updated Ticket** Triggers when an existing ticket is updated. - Trigger **Updated Time Entry** Triggers when a time entry is updated. - Action **Find Company** Finds companies by ID, name or phone. - Action **Find Contact** Finds contacts by ID, email, name or company. - Action **Find Contract** Finds contracts by ID, company or name. - Action **Find Country** Finds countries by ID, code or name. - Action **Find Currency** Finds currencies by ID or code. - Action **Find Opportunity** Finds opportunities by ID, company or title. - Action **Find Quote** Finds quotes by ID, company, opportunity or name. - Action **Find Resource** Finds resources (users) by ID, email, username or last name. - Action **Find Ticket** Finds tickets by ID, ticket number, company or title. ## Each app on its own - [ **2Chat** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connections/2chat) - [ **Autotask** Autotask provides an IT business management solution that combines service desk, CRM, projects, time and...](https://apiant.ai/connections/autotask) Reviews ## What our customers say ## More from 2Chat - [ **2Chat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/2chat-to-hubspot) - [ **2Chat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/2chat-to-salesforce) - [ **2Chat to GatewayAPI SMS** GatewayAPI SMS is an API service providing out- and ingoing SMS message services at competitive prices.](https://apiant.ai/connect/2chat-to-gatewayapi-sms) - [ **2Chat to PostHog** PostHog is the single platform for building successful products.](https://apiant.ai/connect/2chat-to-posthog) - [ **2Chat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/2chat-to-slack) - [ **2Chat to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/2chat-to-google-sheets) ## More into Autotask - [ **ActiveCampaign to Autotask** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-autotask) - [ **Airtable to Autotask** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-autotask) - [ **Asana to Autotask** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-autotask) - [ **3Scribe to Autotask** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-autotask) - [ **5pm to Autotask** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-autotask) - [ **Abyssale to Autotask** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-autotask) Questions ## 2Chat and Autotask, answered ### ### What can start an automation from 2Chat? Any of 2Chat's 13 triggers in the catalog, including Incoming Call Completed, New WhatsApp Conversation, New WhatsApp Message and Outgoing Call Completed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Autotask when something happens in 2Chat? Any of Autotask's 9 actions, including Find Company, Find Contact, Find Contract and Find Country. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Autotask to 2Chat? Yes. When something happens in Autotask, your agent can act in 2Chat too. This page covers both directions: Autotask's triggers and 2Chat's actions are listed here as well. ### ### Do I have to build a connector for 2Chat or Autotask? 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 2Chat and Autotask 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.