--- title: "Connect Autotask to Connectif - APIANT.ai" description: "When \"New Company\" fires in Autotask, your agent runs \"Add contact field\" in Connectif." canonical: "https://apiant.ai/connect/autotask-to-connectif" --- # Connect Autotask to Connectif When **New Company** fires in [Autotask](https://apiant.ai/connections/autotask), your agent runs **Add contact field** in [Connectif](https://apiant.ai/connections/connectif). Describe the whole flow and it is built, tested on every scenario and kept running. Autotask **24** triggers Autotask **9** actions Connectif **22** 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 Connectif 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 can start in Connectif - When **New Company** in Autotask then **Add contact field** in Connectif - When **New Company "To Do" Event** in Autotask then **Add custom event** in Connectif 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 Connectif ## Triggers and actions 24 triggers · 31 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. - Action **Add contact field** Creates a new custom contact field in the Connectif store and returns the created field. - Action **Add custom event** Records a custom event against a contact in Connectif, using the fields defined on the chosen custom event type. Returns the new activity id and the contact it was recorded on. - Action **Add export** Starts a bulk export of contacts or activities from the Connectif store and returns the id of the new export. - Action **Add import** Starts a bulk import of contacts, products or coupons into Connectif from a CSV file, and returns the new import with its status. - Action **Add purchase** Creates a purchase for an existing contact in Connectif, with the products bought, totals and purchase date. Returns the created purchase. - Action **Create or Modify a Contact** Creates a contact with the given email address, or updates that contact if it already exists, and returns the contact's details. - Action **Delete contact** Deletes a contact from your Connectif store, identified by their email address. - Action **Delete product** Deletes a product from Connectif using the identifier your store assigned to it. - Action **Delete purchase** Deletes a purchase from Connectif using the purchase identifier your store sent when the purchase was created. - Action **Get contact** Returns a Connectif contact by email address, including system fields and the account's custom contact fields. - Action **Get export** Returns an export's details, including its status, progress and, once it has finished, a link to download the file. - Action **Get import** Returns one import by its identifier, including its status, counts of succeeded and failed elements, options and error report link. - Action **Get product** Returns a product from your Connectif catalog, looked up by its identifier in your store. An error occurs if the product is not found. - Action **Get purchase** Returns a purchase, including its products, using the identifier your store gave it. An error occurs if the purchase is not found. - Action **Get store** Returns the details of the Connectif store your account is connected to, including its name, alias and organization. - Action **Get workflow** Returns a workflow by its ID, including its name, description, tags, folder, status and activity dates. - Action **List contact fields** Returns the contact fields defined in the store, including each field's type, default value and allowed options. Can be limited to custom fields or built-in fields. - Action **List coupon sets** Returns the coupon sets in the Connectif account, optionally narrowed to those whose name contains the given text. - Action **List exports** Returns the exports in the Connectif account, with each export's type, status, progress and download link. - Action **List imports** Returns the imports in the Connectif account, each with its type, status, record counts, options and dates. - Action **List workflows** Returns the workflows in the Connectif account, optionally narrowed by status or by specific workflows. - Action **Update product** Updates a product in the Connectif catalog by its store identifier, and creates the product if that identifier does not exist yet. Returns the resulting product. ## 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) - [ **Connectif** Connectif is an all-in-one Customer Data and Experience Automation Platform for eCommerce marketers.](https://apiant.ai/connections/connectif) 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 Connectif - [ **HubSpot to Connectif** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-connectif) - [ **Salesforce to Connectif** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-connectif) - [ **Slack to Connectif** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-connectif) - [ **Google Sheets to Connectif** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-connectif) - [ **Gmail to Connectif** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-connectif) - [ **Google Calendar to Connectif** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-connectif) Questions ## Autotask and Connectif, 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 Connectif when something happens in Autotask? Any of Connectif's 22 actions, including Create or Modify a Contact, Update product, Add contact field and Add custom event. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Connectif to Autotask? Connectif has no triggers in the catalog today, so automations start in Autotask. If you need the other direction, ask: your agent reads Connectif's API documentation and adds it. ### ### Do I have to build a connector for Autotask or Connectif? 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 Connectif 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.