Integration
Connect Autotask and Hex
When New Company fires in Autotask, your agent runs Create Project in Hex, or New Project Run in Hex 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 Hex 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 Hex can do together
From Autotask to Hex
When New Company in Autotask
then Create Project in Hex
From Hex 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 Hex
Triggers and actions 28 triggers · 38 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 Groups
Triggers when a group is found in your Hex workspace.
- List Projects
Triggers when a project is found in your Hex workspace.
- List Users
Triggers when a user is found in your Hex workspace.
- New Project Run
Triggers when a new API-triggered run appears for a Hex project.
- Add Cell
Create a new cell in a project.
- Add Collection
Create a new collection.
- Add Data Connection
Create a new data connection.
- Create Embed URL
Creates a presigned URL to embed a published Hex project.
- Create Group
Creates a new group in your Hex workspace.
- Create Project
Creates a new Hex project.
- Deactivate User
Deactivate a workspace user.
- Delete Cell
Delete a cell.
- Delete Group
Delete a group.
- Export Project
Export a project's notebook contents.
- Get Cell
Fetch a single cell by id.
- Get Cell Output
Fetch a cell's output value.
- Get Collection
Fetch a single collection by id.
- Get Data Connection
Fetch a single data connection by id.
- Get Group
Fetch a single group by id.
- Get Project
Retrieves metadata about a specific Hex project.
- Get Project Runs
Retrieves the run history for a Hex project, optionally filtered by status.
- Get Run Status
Retrieves the status of a Hex project run, automatically waiting until the run reaches a final state (completed, errored, killed, or unable to allocate a kernel).
- List Cells
List cells within a project.
- List Collections
List collections (folders) in the workspace.
- List Data Connections
List configured data connections in the workspace.
- Run Project
Triggers execution of a published Hex project.
- Share Project With Groups
Shares a Hex project with one or more groups at a specified access level.
- Share Project With Users
Shares a Hex project with one or more users at a specified access level.
- Update Cell
Edit a cell's contents.
- Update Collection
Edit a collection's name/contents.
- Update Data Connection
Edit a data connection's config.
- Update Group
Edit a group's name/members.
- Update Project Status
Updates the status of a Hex project (or removes it).
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 Hex, 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 Hex when something happens in Autotask?
Any of Hex's 29 actions, including Create Embed URL, Create Group, Create Project and Update Cell. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Hex to Autotask?
Yes. When something happens in Hex, your agent can act in Autotask too. This page covers both directions: Hex's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Hex?
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 Hex 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.