--- title: "Connect Autotask and Call Loop 2.0 - APIANT.ai" description: "When \"New Company\" fires in Autotask, your agent runs \"Add Contact to List\" in Call Loop 2.0." canonical: "https://apiant.ai/connect/autotask-to-call-loop-2-0" --- # Connect Autotask and Call Loop 2.0 When **New Company** fires in [Autotask](https://apiant.ai/connections/autotask), your agent runs **Add Contact to List** in [Call Loop 2.0](https://apiant.ai/connections/call-loop-2-0), or **Contact Added to List** in Call Loop 2.0 to **Find Contact** in Autotask. Describe the whole flow and it is built, tested on every scenario and kept running. Autotask **24** triggers Autotask **9** actions Call Loop 2.0 **3** triggers Call Loop 2.0 **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Autotask and Call Loop 2.0 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 Autotask and Call Loop 2.0 can do together ### From Autotask to Call Loop 2.0 - When **New Company** in Autotask then **Add Contact to List** in Call Loop 2.0 - When **New Company "To Do" Event** in Autotask then **Create (Update) Contact** in Call Loop 2.0 ### From Call Loop 2.0 to Autotask - When **Contact Added to List** in Call Loop 2.0 then **Find Contact** in Autotask - When **Contact Created or Updated** in Call Loop 2.0 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 Call Loop 2.0 ## Triggers and actions 27 triggers · 25 actions - 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. - Trigger **Contact Added to List** Triggers when a contact is added to the selected Call Loop list. - Trigger **Contact Created or Updated** Triggers when a contact is created or updated in Call Loop. - Trigger **Contact Unsubscribed** Triggers when a contact unsubscribes from SMS messages, either as a hard or a soft unsubscribe. - Action **Add Contact to List** Adds one or more contacts to one or more Call Loop lists and returns Call Loop's confirmation message. - Action **Add list** Creates a new contact list in Call Loop and returns the created list. - Action **Create (Update) Contact** Creates a contact, or updates the existing contact with the same phone number, and returns the saved contact. - Action **Delete contact** Permanently deletes one or more contacts by ID and returns a confirmation with the number deleted. - Action **Find contacts by search term** Returns the Call Loop contacts that match a search term, optionally narrowed by status and subscription state. - Action **Get contact** Returns one Call Loop contact by its ID, including its status, subscription state, lists, custom field values and messaging activity. An error occurs if the contact is not found. - Action **Get message** Returns a message's current delivery status and details, looked up by its ID or state UUID. An error occurs if the message is not found. - Action **List contacts** Returns the contacts in your Call Loop organization, optionally filtered by status, search text or subscription state. Deleted contacts are not included. - Action **List lists** Returns the contact lists in your Call Loop organization, with each list's name, creation date, web forms, keywords and contact counts. - Action **Remove Contact From List** Removes one or more contacts from the chosen Call Loop lists, either by contact ID or by an audience filter. Returns Call Loop's confirmation message. - Action **Send Ringless Voicemail** Queues a ringless voicemail drop to a phone number using an audio file already in your Call Loop account. Returns the queued message and its delivery state. - Action **Send SMS / MMS Message** Queues one SMS or MMS message to a phone number from a number on your Call Loop account, and returns the queued message with its status. - Action **Send Voice Broadcast** Queues one outbound voice call to a phone number, playing an uploaded audio file on live answer, as a voicemail, or both. Returns the queued message and its status. - Action **Update contact** Updates an existing Call Loop contact by ID, changing only the fields you fill in, and returns the saved contact. - Action **Update list** Renames an existing contact list and returns the updated list. - Action **Update Opt-In Status** Sets whether one contact is subscribed to text messages and to calls and ringless voicemail. No message is sent. ## Each app on its own - [ **Autotask** Autotask provides an IT business management solution that combines service desk, CRM, projects, time and...](https://apiant.ai/connections/autotask) - [ **Call Loop 2.0** Call Loop is an all-in-one SMS Texting, Voice Broadcasts, & Ringless Voicemail platform.](https://apiant.ai/connections/call-loop-2-0) Reviews ## What our customers say ## More from Autotask - [ **Autotask to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/autotask-to-hubspot) - [ **Autotask to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/autotask-to-salesforce) - [ **Autotask to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/autotask-to-slack) - [ **Autotask to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/autotask-to-google-sheets) - [ **Autotask to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/autotask-to-gmail) - [ **Autotask to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/autotask-to-google-calendar) ## More into Call Loop 2.0 - [ **ActiveCampaign to Call Loop 2.0** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-call-loop-2-0) - [ **Airtable to Call Loop 2.0** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-call-loop-2-0) - [ **Asana to Call Loop 2.0** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-call-loop-2-0) - [ **Brevo to Call Loop 2.0** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-call-loop-2-0) - [ **Calendly to Call Loop 2.0** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-call-loop-2-0) - [ **2Chat to Call Loop 2.0** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-call-loop-2-0) Questions ## Autotask and Call Loop 2.0, 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 Call Loop 2.0 when something happens in Autotask? Any of Call Loop 2.0's 16 actions, including Create (Update) Contact, Send Ringless Voicemail, Send SMS / MMS Message and Send Voice Broadcast. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Call Loop 2.0 to Autotask? Yes. When something happens in Call Loop 2.0, your agent can act in Autotask too. This page covers both directions: Call Loop 2.0's triggers and Autotask's actions are listed here as well. ### ### Do I have to build a connector for Autotask or Call Loop 2.0? 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 Call Loop 2.0 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.