Integration
Connect Autotask and Instantly
When New Company fires in Autotask, your agent runs Add lead list in Instantly, or New Event in Instantly 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 Instantly 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 Instantly can do together
From Autotask to Instantly
When New Company in Autotask
then Add lead list in Instantly
From Instantly 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 Instantly
Triggers and actions 25 triggers · 31 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 Event
Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.
- Activate campaign
Starts a campaign, or resumes a paused one, and returns the updated campaign.
- Add campaign
Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.
- Add lead list
Creates a new lead list in Instantly for storing leads.
- Add Lead to Campaign
Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.
- Add Tags to Campaigns
Assigns one or more custom tags to one or more campaigns.
- Add to Blocklist
Adds an email address or domain to the workspace's blocklist so it no longer receives emails.
- Create a New Tag
Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.
- Delete blocklist entry
Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.
- Delete lead
Permanently deletes a lead from your Instantly workspace and returns the deleted lead.
- Find Lead
Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match.
- Get Blocklist Entry
Returns a single block list entry (a blocked email address or domain) by its ID.
- Get campaign
Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.
- Get lead
Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.
- List campaigns
Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.
- List lead lists
Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.
- List leads
Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.
- List Tag Mappings
Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.
- Pause campaign
Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.
- Remove Lead From Campaign
Removes one or more leads from an Instantly campaign, deleting them from that campaign.
- Remove Tags From Campaigns
Removes one or more custom tags from Instantly campaigns.
- Update lead
Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead.
- Update Lead Status
Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list.
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 Instantly, 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 Instantly when something happens in Autotask?
Any of Instantly's 22 actions, including Create a New Tag, Update lead, Update Lead Status and Activate campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Instantly to Autotask?
Yes. When something happens in Instantly, your agent can act in Autotask too. This page covers both directions: Instantly's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Instantly?
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 Instantly 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.