Integration
Connect Autotask and Dotdigital
When New Company fires in Autotask, your agent runs Create Contact Data Field in Dotdigital, or Contact Created in Dotdigital 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 Dotdigital 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 Dotdigital can do together
From Autotask to Dotdigital
When New Company in Autotask
then Create Contact Data Field in Dotdigital
From Dotdigital to 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 Dotdigital
Triggers and actions 29 triggers · 19 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.
- Campaign Activity
Triggers when a contact's activity (opens, clicks, replies, bounces, unsubscribes) on the selected email campaign changes.
- Campaign Opens
Triggers when a contact opens the selected email campaign.
- Contact Created
Triggers when a new contact is created in your Dotdigital account.
- Contact Suppressed
Triggers when a contact is suppressed in your Dotdigital account (unsubscribed, bounced, complained or blocked), with the reason.
- Contact Unsubscribed
Triggers when a contact unsubscribes from your Dotdigital account.
- Create a List
Creates a new contact list (address book) in Dotdigital.
- Create Contact Data Field
Creates a new contact data field in your Dotdigital account, such as a birthday or loyalty tier, for storing information about contacts.
- Create or Update Contact (Deprecated)
Creates a contact, or updates the existing contact with the same email address, and adds it to the All contacts list. Uses Dotdigital's deprecated contact API; prefer Create or Update Contact for new automations.
- Enrol Contact in Program
Enrols one or more contacts, or every contact in up to 10 lists, onto a Dotdigital automation program. Enrolment runs asynchronously; the returned enrolment ID tracks its progress.
- Refresh Segment
Starts a refresh of a Dotdigital segment so its membership is recalculated, and returns the refresh status.
- Resubscribe Contact
Resubscribes a previously unsubscribed contact to your account, sending them a re-subscription challenge email when Dotdigital requires one.
- Send Email Campaign
Sends an email campaign to lists, segments or individual contacts, either immediately or at a scheduled date and time.
- Send SMS
Sends a single SMS message to a mobile number, unless that number has opted out of SMS. Long messages over 160 characters are charged as multiple messages.
- Send Transactional Email
Sends a transactional email, such as an order confirmation or password reset, with your own HTML or plain-text content. Not for marketing content.
- Unsubscribe Contact
Unsubscribes a contact from the whole Dotdigital account by email address, and returns the suppressed contact with the date and reason.
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 Dotdigital, 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 Dotdigital when something happens in Autotask?
Any of Dotdigital's 10 actions, including Create a List, Create Contact Data Field, Create or Update Contact (Deprecated) and Send Email Campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dotdigital to Autotask?
Yes. When something happens in Dotdigital, your agent can act in Autotask too. This page covers both directions: Dotdigital's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Dotdigital?
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 Dotdigital 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.