Integration
Connect Autotask and Ekklo
When New Company fires in Autotask, your agent runs Add Note to Prospect in Ekklo, or New Prospect Created in Ekklo 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 Ekklo 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 Ekklo can do together
From Autotask to Ekklo
When New Company in Autotask
then Add Note to Prospect in Ekklo
From Ekklo 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 Ekklo
Triggers and actions 29 triggers · 23 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.
- New Prospect Created
Fires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically.
- Prospect Converted to Client
Triggers when a prospect is converted into a paying client.
- Prospect Deleted
Triggers when a prospect is removed from your CRM.
- Prospect Stage Changed
Triggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing).
- Prospect Updated
Triggers when an existing prospect is modified (any field).
- Add Note to Prospect
Adds a free-form note to a prospect (useful for logging calls, emails, meetings).
- Block Client
Blocks a client. This action is idempotent.
- Convert Prospect to Client
Converts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email.
- Create Client
Creates a new client and sends them an invitation email.
- Create Prospect
Creates a new prospect in your CRM funnel.
- Delete Prospect
Permanently deletes a prospect from your CRM.
- Find Client by Email
Finds a client by their exact email address.
- Find Clients
Finds clients with optional filters.
- Find Prospects
Finds prospects with optional filters (free-text search, stage).
- Move Prospect to Stage
Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing).
- Resend Invitation
Resends the invitation email to a client.
- Unblock Client
Unblocks a client. This action is idempotent.
- Update Client
Updates an existing client. Only provided fields are changed.
- Update Prospect
Updates an existing prospect. Only provided fields 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
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 Ekklo
ActiveCampaign to EkkloActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to EkkloOrganize anything with Airtable, a modern database created for everyone.
Asana to EkkloAsana is a collaborative information manager for workspace.
ClickUp to EkkloClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to EkkloDiscord is an all-in-one voice and text chat for gamers.
Brevo to EkkloBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
Autotask and Ekklo, 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 Ekklo when something happens in Autotask?
Any of Ekklo's 14 actions, including Create Client, Create Prospect, Update Client and Update Prospect. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ekklo to Autotask?
Yes. When something happens in Ekklo, your agent can act in Autotask too. This page covers both directions: Ekklo's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Ekklo?
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 Ekklo 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.