Integration
Connect Autotask and Brandfolder
When New Company fires in Autotask, your agent runs Create Asset in Brandfolder, or New Asset in Brandfolder to Find Contact in Autotask. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Autotask and Brandfolder to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Autotask and Brandfolder can do together
From Autotask to Brandfolder
When New Company in Autotask
then Create Asset in Brandfolder
When New Company "To Do" Event in Autotask
then Create Brandfolder in Brandfolder
From Brandfolder to Autotask
When New Asset in Brandfolder
then Find Contact in Autotask
When New Brandfolder in Brandfolder
then Find Company in Autotask
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 Autotask and Brandfolder
Triggers and actions 29 triggers · 29 actions
Trigger
New CompanyTriggers when a new company is created.
Trigger
New Company "To Do" EventTriggers when a new to-do is added to a company.
Trigger
New Configuration ItemTriggers when a new configuration item is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New or Updated Ticket NoteTriggers when a ticket note is created or updated.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New QuoteTriggers when a new quote is created.
Trigger
New Service CallTriggers when a new service call is created.
Trigger
New TaskTriggers when a new project task is created.
Trigger
New TicketTriggers when a new ticket is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Updated CompanyTriggers when a company is updated.
Trigger
Updated Company "To Do" EventTriggers when an existing company to-do is updated.
Trigger
Updated Configuration ItemTriggers when a configuration item is updated.
Trigger
Updated ContactTriggers when a contact is updated.
Trigger
Updated OpportunityTriggers when an opportunity is updated.
Trigger
Updated ProjectTriggers when a project is updated.
Trigger
Updated QuoteTriggers when a quote is updated.
Trigger
Updated Service CallTriggers when an existing service call is updated.
Trigger
Updated TaskTriggers when a project task is updated.
Trigger
Updated TicketTriggers when an existing ticket is updated.
Trigger
Updated Time EntryTriggers when a time entry is updated.
Action
Find CompanyFinds companies by ID, name or phone.
Action
Find ContactFinds contacts by ID, email, name or company.
Action
Find ContractFinds contracts by ID, company or name.
Action
Find CountryFinds countries by ID, code or name.
Action
Find CurrencyFinds currencies by ID or code.
Action
Find OpportunityFinds opportunities by ID, company or title.
Action
Find QuoteFinds quotes by ID, company, opportunity or name.
Action
Find ResourceFinds resources (users) by ID, email, username or last name.
Action
Find TicketFinds tickets by ID, ticket number, company or title.
Trigger
New AssetTriggers when a new asset is added to the selected Brandfolder.
Trigger
New BrandfolderTriggers when a new Brandfolder becomes accessible to the connected user.
Trigger
New CollectionTriggers when a new collection becomes accessible to the connected Brandfolder user.
Trigger
New SectionTriggers when a new section is added to a Brandfolder.
Trigger
Updated AssetTriggers when an existing asset in a Brandfolder is changed. Newly created assets that have not been edited do not fire it.
Action
Create AssetCreates an asset in a Brandfolder section, optionally with file attachments imported from public URLs.
Action
Create BrandfolderCreates a new Brandfolder in the chosen organization.
Action
Create Custom FieldCreates a controlled custom field key in a Brandfolder, optionally restricting its allowed values.
Action
Create SectionCreates a new section in a Brandfolder to organize assets.
Action
Create TagAdds one or more tags to a Brandfolder asset and returns all of the asset's tags.
Action
Delete assetDeletes an asset from Brandfolder.
Action
Delete attachmentDeletes an attachment (file) from a Brandfolder asset.
Action
Delete collectionDeletes a collection from Brandfolder.
Action
Get assetReturns a single Brandfolder asset by its id, optionally with its related attachments, tags, collections, section and custom fields.
Action
Get BrandfolderReturns a single Brandfolder by its id, including its name, privacy, slug and tagline.
Action
Get collectionReturns a Brandfolder collection's details, optionally with its asset count and related records.
Action
List assetsReturns the assets in a Brandfolder, optionally narrowed by a search query and expanded with related records such as tags, collections or attachments.
Action
List BrandfoldersReturns all Brandfolders the connected user can access, optionally filtered by a search query.
Action
List collectionsReturns every collection your Brandfolder account can access, across all Brandfolders.
Action
List sectionsReturns the sections in a Brandfolder, with each section's name, default asset type and position.
Action
List tagsReturns the tags on assets in a Brandfolder.
Action
Update AssetUpdates an existing Brandfolder asset's name, description, thumbnail, approval, availability dates, and can add new attachments.
Action
Update attachmentUpdates an attachment's file name or replaces its file from a URL, and returns the updated attachment.
Action
Update BrandfolderUpdates the name, privacy, slug or tagline of a Brandfolder.
Action
Update CollectionUpdates the name, slug or tagline of an existing Brandfolder collection and returns the updated collection.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Autotask
Autotask to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Autotask to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Autotask to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Autotask to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Autotask to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Autotask to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Brandfolder
ActiveCampaign to BrandfolderActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to BrandfolderOrganize anything with Airtable, a modern database created for everyone.
Asana to BrandfolderAsana is a collaborative information manager for workspace.
2Chat to Brandfolder2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
3Scribe to Brandfolder3Scribe is the most accurate, automated text transcription available.
5pm to Brandfolder5pm is an online project management tool for teams.
Questions
Autotask and Brandfolder, answered
What can start an automation from Autotask?
Any of Autotask's 24 triggers in the catalog, including New Company, New Company "To Do" Event, New Configuration Item and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Brandfolder when something happens in Autotask?
Any of Brandfolder's 20 actions, including Create Asset, Create Brandfolder, Create Custom Field and Create Section. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Brandfolder to Autotask?
Yes. When something happens in Brandfolder, your agent can act in Autotask too. This page covers both directions: Brandfolder's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Brandfolder?
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 Autotask and Brandfolder 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.