Integration
Connect Autotask and Gappeo AI
When New Company fires in Autotask, your agent runs Create Candidate in Gappeo AI, or Job Updated in Gappeo AI 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 Gappeo AI 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Gappeo AI can do together
From Autotask to Gappeo AI
When New Company in Autotask
then Create Candidate in Gappeo AI
When New Company "To Do" Event in Autotask
then Create Job in Gappeo AI
From Gappeo AI to Autotask
When Job Updated in Gappeo AI
then Find Contact in Autotask
When Job Updated in Gappeo AI
then Find Company in 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 Gappeo AI
Triggers and actions 24 triggers · 17 actions
Trigger
New CompanyTriggers when a new company is created.
Trigger
New Company "To Do" EventTriggers when a new to-do is added to a company.
Trigger
New Configuration ItemTriggers when a new configuration item is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New QuoteTriggers when a new quote is created.
Trigger
New Service CallTriggers when a new service call is created.
Trigger
New TaskTriggers when a new project task is created.
Trigger
New TicketTriggers when a new ticket is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Updated CompanyTriggers when a company is updated.
Trigger
Updated Company "To Do" EventTriggers when an existing company to-do is updated.
Trigger
Updated Configuration ItemTriggers when a configuration item is updated.
Trigger
Updated ContactTriggers when a contact is updated.
Trigger
Updated OpportunityTriggers when an opportunity is updated.
Trigger
Updated ProjectTriggers when a project is updated.
Trigger
Updated QuoteTriggers when a quote is updated.
Trigger
Updated Service CallTriggers when an existing service call is updated.
Trigger
Updated TaskTriggers when a project task is updated.
Trigger
Updated TicketTriggers when an existing ticket is updated.
Trigger
Updated Time EntryTriggers when a time entry is updated.
Action
Find CompanyFinds companies by ID, name or phone.
Action
Find ContactFinds contacts by ID, email, name or company.
Action
Find ContractFinds contracts by ID, company or name.
Action
Find CountryFinds countries by ID, code or name.
Action
Find CurrencyFinds currencies by ID or code.
Action
Find OpportunityFinds opportunities by ID, company or title.
Action
Find QuoteFinds quotes by ID, company, opportunity or name.
Action
Find ResourceFinds resources (users) by ID, email, username or last name.
Action
Find TicketFinds tickets by ID, ticket number, company or title.
Trigger
Job UpdatedTriggers when a job is updated.
Action
Assign Assessment StageAssign a assessment stage
Action
Assign Telephonic StageAssign a telephonic stage
Action
Assign Video Interview StageAssign a Video Interview stage
Action
Create CandidateCreates a candidate in the system
Action
Create JobCreates a job in the system
Action
Get CandidateFinds a candidate in the system.
Action
Get JobGet a job in the system
Action
Update JobUpdates an existing job in the system
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 Gappeo AI, answered
What can start an automation from Autotask?
Any of Autotask's 23 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 Gappeo AI when something happens in Autotask?
Any of Gappeo AI's 8 actions, including Create Candidate, Create Job, Update Job and Assign Assessment Stage. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Gappeo AI to Autotask?
Yes. When something happens in Gappeo AI, your agent can act in Autotask too. This page covers both directions: Gappeo AI's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Gappeo AI?
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 Gappeo AI 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.