--- title: "Connect Airtable and Autotask - APIANT.ai" description: "When \"New or Updated Record\" fires in Airtable, your agent runs \"Find Contact\" in Autotask." canonical: "https://apiant.ai/connect/airtable-to-autotask" --- # Connect Airtable and Autotask When **New or Updated Record** fires in [Airtable](https://apiant.ai/connections/airtable), your agent runs **Find Contact** in [Autotask](https://apiant.ai/connections/autotask), or **New Company** in Autotask to **Add Comment to Record** in Airtable. Describe the whole flow and it is built, tested on every scenario and kept running. Airtable **2** triggers Airtable **14** actions 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 Airtable 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 Airtable and Autotask can do together ### From Airtable to Autotask - When **New or Updated Record** in Airtable then **Find Contact** in Autotask - When **New Record** in Airtable then **Find Company** in Autotask ### From Autotask to Airtable - When **New Company** in Autotask then **Add Comment to Record** in Airtable - When **New Company "To Do" Event** in Autotask then **Create or Update Record** in Airtable 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 Airtable and Autotask ## Triggers and actions 26 triggers · 23 actions - Trigger **New or Updated Record** Triggers when a record is created or updated. - Trigger **New Record** Triggers when a new record is created or new or existing records when first added to a selected view. - Action **Add Comment to Record** Add a comment to an existing record in Airtable. - Action **Create Base** Create a new Airtable base in your workspace. - Action **Create or Update Record** Find and update an existing record, or create a new one. - Action **Create Record** Creates a new record with auto-populating fields. - Action **Create Table** Create a new table in an existing Airtable base. - Action **Delete Record** Delete a record in a table. - Action **Find Record** Find a record in a table. - Action **Find Record by ID** Find a specific record using its unique ID. - Action **Find Table** Find tables by searching for a keyword in table name or description. - Action **Get All Records** List all records from a table with pagination support. - Action **Get Base Schema** Retrieve the complete schema for a base, including all tables and their field definitions. - Action **List bases** Lists every Airtable base the connected account can see. Takes no search criterion. - Action **Update Multiple Records** Update up to 10 records at once in a specific table. - Action **Update Record** Update a record in a specific table. - 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 - [ **Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connections/airtable) - [ **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 Airtable - [ **Airtable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/airtable-to-hubspot) - [ **Airtable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/airtable-to-slack) - [ **Airtable to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/airtable-to-google-calendar) - [ **Airtable to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/airtable-to-google-drive) - [ **Airtable to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/airtable-to-shopify) - [ **Airtable to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/airtable-to-quickbooks-online) ## More into Autotask - [ **ActiveCampaign to Autotask** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-autotask) - [ **Asana to Autotask** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-autotask) - [ **2Chat to Autotask** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-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 ## Airtable and Autotask, answered ### ### What can start an automation from Airtable? Any of Airtable's 2 triggers in the catalog, including New or Updated Record and New Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Autotask when something happens in Airtable? 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 Airtable? Yes. When something happens in Autotask, your agent can act in Airtable too. This page covers both directions: Autotask's triggers and Airtable's actions are listed here as well. ### ### Do I have to build a connector for Airtable 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 Airtable 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.