Integration
Connect Autotask and Egnyte
When New Company fires in Autotask, your agent runs Add comment in Egnyte, or New File in Folder in Egnyte 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 Egnyte 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 Egnyte can do together
From Autotask to Egnyte
When New Company in Autotask
then Add comment in Egnyte
From Egnyte 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 Egnyte
Triggers and actions 26 triggers · 25 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.
- List Folders
Triggers when a new subfolder appears inside the Egnyte folder you choose.
- New File in Folder
Triggers when a new file is added to the chosen Egnyte folder.
- Add comment
Adds a comment to a file or folder in Egnyte.
- Add link
Creates a shareable link to a file or folder in Egnyte, with optional access, expiry and email settings.
- Add user
Creates a new user in your Egnyte domain.
- Copy file or folder
Copies a file or folder in Egnyte to a destination path, optionally renaming it.
- Create Folder
Creates a new folder at the given path in Egnyte.
- Delete file or folder
Deletes a file or folder in Egnyte by its path, or a single version of a file. Returns the path of the parent folder.
- Delete link
Deletes an Egnyte shared link so it can no longer be used.
- Download File
Downloads the contents of a file stored in Egnyte, optionally a specific earlier version.
- Find files by keyword
Searches Egnyte files and folders by keyword across names, content, comments and metadata, and returns the matching items.
- Get file or folder
Returns the details of a file or folder at a given path, optionally including the folder's contents, permissions, locks and custom metadata.
- Get user
Returns the details of one Egnyte user, including name, email, role, status and group memberships.
- List groups
Returns the custom groups in your Egnyte domain, optionally filtered by group name, with each group's members.
- List users
Returns the users in your Egnyte domain, optionally narrowed by a filter on username, email or external id.
- Move file or folder
Moves a file or folder in Egnyte to a new location, optionally renaming it.
- Update user
Updates an existing Egnyte user's details such as name, email, status, role, user type and language. Only the values you fill in are changed.
- Upload File
Uploads a file to a path in Egnyte, creating it or overwriting an existing file at that path (up to 100 MB).
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 Egnyte
ActiveCampaign to EgnyteActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to EgnyteOrganize anything with Airtable, a modern database created for everyone.
Asana to EgnyteAsana is a collaborative information manager for workspace.
ClickUp to EgnyteClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to EgnyteDiscord is an all-in-one voice and text chat for gamers.
Brevo to EgnyteBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
Autotask and Egnyte, 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 Egnyte when something happens in Autotask?
Any of Egnyte's 16 actions, including Create Folder, Update user, Upload File and Add comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Egnyte to Autotask?
Yes. When something happens in Egnyte, your agent can act in Autotask too. This page covers both directions: Egnyte's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Egnyte?
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 Egnyte 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.