Integration
Connect Autotask and JotForm
When New Company fires in Autotask, your agent runs Add New Question to Specified Form in JotForm, or New Form Submission in JotForm 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 JotForm 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 JotForm can do together
From Autotask to JotForm
When New Company in Autotask
then Add New Question to Specified Form in JotForm
From JotForm 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 JotForm
Triggers and actions 26 triggers · 44 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 Form Submission
Polling trigger: fires when a new submission is received for the specified form.
- New Form Submission (instant)
Triggers instantly when someone submits the chosen form.
- Add New Question to Specified Form
Add new question to specified form
- Add or Edit a Single Question Properties
Add or edit a single question properties
- Add Resources to Label
Add Resources to Label
- Add Submissions to the Form
Add Submissions to the Form
- Clone Form
Clone an existing form.
- Create Folder
Create Folder
- Create Form
Create a new form
- Create or Replace Form
Create new forms
- Create Report
Create report
- Create Submission
Add a new submission to a form. Provide answers keyed by submission[<qid>] field names.
- Delete a Report
Delete a Report
- Delete Folder
Delete Folder
- Delete Form
Delete a form (moves to trash).
- Delete Form Question
Delete Form Question
- Delete Submission
Delete a single submission.
- Edit Submission Data
Edit Submission Data
- Get Details About a Question
Get Details About a Question
- Get Folder
Gets one folder's details (id, name, color, order, owner and parent folder).
- Get Form
Get the details of a specific form.
- Get Form Files
List files uploaded to a form's submissions.
- Get Form Questions
Get a list of all questions on a form.
- Get History
Get History
- Get Label Resources
Get Label Resources
- Get Report Details
Get Report Details
- Get Submission
Get details of a specific submission.
- Get User Reports
Get User Reports
- List Account Submissions
List all submissions across all forms on the account.
- List Folders
Get a list of form folders on the account.
- List Form Reports
List all reports for a specific form.
- List Forms
List all forms on the account.
- List Form Submissions
List submissions for a specific form.
- Remove Resources from Label
Remove Resources from Label
- Replace Form Properties
Add or edit properties of a specific form
- Set Form Properties
Add or edit properties of a specific form
- Update Folder
Update Folder
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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Asana to JotFormAsana is a collaborative information manager for workspace.
Questions
Autotask and JotForm, 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 JotForm when something happens in Autotask?
Any of JotForm's 35 actions, including Create Folder, Create Form, Create or Replace Form and Create Report. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from JotForm to Autotask?
Yes. When something happens in JotForm, your agent can act in Autotask too. This page covers both directions: JotForm's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or JotForm?
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 JotForm 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.