Integration
Connect Autotask to ChartMogul
When New Company fires in Autotask, your agent runs Add a Custom Attribute to a Customer via Email in ChartMogul. 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 ChartMogul 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 can start in ChartMogul
When New Company in Autotask
then Add a Custom Attribute to a Customer via Email in ChartMogul
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 ChartMogul
Triggers and actions 24 triggers · 33 actions
- New Company
Triggers when a new company is created.
- New Company "To Do" Event
Triggers when a new to-do is added to a company.
- New Configuration Item
Triggers when a new configuration item is created.
- New Contact
Triggers when a new contact is created.
- New Invoice
Triggers when a new invoice is created.
- New Opportunity
Triggers when a new opportunity is created.
- New or Updated Ticket Note
Triggers when a ticket note is created or updated.
- New Project
Triggers when a new project is created.
- New Quote
Triggers when a new quote is created.
- New Service Call
Triggers when a new service call is created.
- New Task
Triggers when a new project task is created.
- New Ticket
Triggers when a new ticket is created.
- New Time Entry
Triggers when a new time entry is created.
- Updated Company
Triggers when a company is updated.
- Updated Company "To Do" Event
Triggers when an existing company to-do is updated.
- Updated Configuration Item
Triggers when a configuration item is updated.
- Updated Contact
Triggers when a contact is updated.
- Updated Opportunity
Triggers when an opportunity is updated.
- Updated Project
Triggers when a project is updated.
- Updated Quote
Triggers when a quote is updated.
- Updated Service Call
Triggers when an existing service call is updated.
- Updated Task
Triggers when a project task is updated.
- Updated Ticket
Triggers when an existing ticket is updated.
- Updated Time Entry
Triggers when a time entry is updated.
- Find Company
Finds companies by ID, name or phone.
- Find Contact
Finds contacts by ID, email, name or company.
- Find Contract
Finds contracts by ID, company or name.
- Find Country
Finds countries by ID, code or name.
- Find Currency
Finds currencies by ID or code.
- Find Opportunity
Finds opportunities by ID, company or title.
- Find Quote
Finds quotes by ID, company, opportunity or name.
- Find Resource
Finds resources (users) by ID, email, username or last name.
- Find Ticket
Finds tickets by ID, ticket number, company or title.
- Add a Custom Attribute to a Customer via Email
Adds a custom attribute to every ChartMogul customer with the given email address.
- Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the attribute.
- Add a Custom Attribute to a Customer via UUID
Adds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.
- Add Tags to a Customer via Email
Adds one or more tags to every ChartMogul customer with the given email address.
- Add Tags to a Customer via External ID
Adds one or more tags to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the tags.
- Add Tags to a Customer via UUID
Adds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.
- Create a Contact
Creates a contact person on a ChartMogul customer.
- Create a Customer
Creates a new customer in ChartMogul under one of your data sources.
- Create an Opportunity
Creates a sales opportunity (deal) on a ChartMogul customer.
- Create a Note or Call Log
Logs a note or a call against a ChartMogul customer.
- Create a Task
Creates a task on a ChartMogul customer and assigns it to a team member.
- List Customer's Opportunities
Returns the sales opportunities (deals) on a ChartMogul customer.
- List Customer's Tasks
Returns the tasks on a ChartMogul customer.
- Merge Customers
Merges one ChartMogul customer into another. Identify each side either by its ChartMogul ID or by your own external ID plus its data source.
- Retrieve a Customer Profile
Returns one ChartMogul customer's full profile, including its tags and custom attributes.
- Retrieve a Metric
Returns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.
- Search Contacts
Finds ChartMogul contacts by email, customer or data source.
- Search for Customer via Email
Finds ChartMogul customers by email address.
- Search for Customer via External ID
Finds ChartMogul customers by the ID they carry in your own billing system.
- Update a Contact
Updates a ChartMogul contact. Only the fields you fill in are changed.
- Update a Customer
Updates a ChartMogul customer. Only the fields you fill in are changed.
- Update an Opportunity
Updates a ChartMogul sales opportunity. Only the fields you fill in are changed.
- Update a Note or Call Log
Updates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.
- Update a Task
Updates a task on a ChartMogul customer. Only the fields you fill in are changed.
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
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Questions
Autotask and ChartMogul, 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 ChartMogul when something happens in Autotask?
Any of ChartMogul's 24 actions, including Create a Contact, Create a Customer, Create an Opportunity and Create a Note or Call Log. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ChartMogul to Autotask?
ChartMogul has no triggers in the catalog today, so automations start in Autotask. If you need the other direction, ask: your agent reads ChartMogul's API documentation and adds it.
Do I have to build a connector for Autotask or ChartMogul?
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 ChartMogul 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.