Integration
Connect Autotask and LeanKit
When New Company fires in Autotask, your agent runs Add Card Connections in LeanKit, or New board in LeanKit 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 LeanKit 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 LeanKit can do together
From Autotask to LeanKit
When New Company in Autotask
then Add Card Connections in LeanKit
When New Company "To Do" Event in Autotask
then Add Comment in LeanKit
From LeanKit to Autotask
When New board in LeanKit
then Find Contact in Autotask
When New card in LeanKit
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 LeanKit
Triggers and actions 27 triggers · 46 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 or Updated Ticket NoteTriggers when a ticket note is created or updated.
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
New boardPolling trigger: fires when a new board is created.
Trigger
New cardPolling trigger: fires when a new card is added to the specified board.
Trigger
New card in lanePolling trigger: fires when a new card is added to the specified lane in the specified board.
Action
Add Card ConnectionsCreate parent and child connections — LeanKit AgilePlace v2 API (connections/create)
Action
Add CommentCreate a comment — LeanKit AgilePlace v2 API (comment/create)
Action
Archive a boardArchive a board — LeanKit AgilePlace v2 API (board/archive)
Action
Assign or unassign one or more users or teams to cardsAssign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)
Action
Create a cardCreate a card — LeanKit AgilePlace v2 API (card/create)
Action
Create an attachmentCreate an attachment — LeanKit AgilePlace v2 API (attachment/create)
Action
Create a new boardCreate a new board — LeanKit AgilePlace v2 API (board/create)
Action
Create a new planning incrementCreate a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)
Action
Create a new planning seriesCreate a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)
Action
Create a teamCreate a team — LeanKit AgilePlace v2 API (team/create)
Action
Create dependenciesCreate dependencies — LeanKit AgilePlace v2 API (dependencies/create)
Action
Delete a boardDelete a board — LeanKit AgilePlace v2 API (board/delete)
Action
Delete an attachmentDelete an attachment — LeanKit AgilePlace v2 API (attachment/delete)
Action
Delete a planning increment by idDelete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)
Action
Delete a teamDelete a team — LeanKit AgilePlace v2 API (team/delete)
Action
Delete CardDelete a card by id — LeanKit AgilePlace v2 API (card/delete)
Action
Delete multiple cardsDelete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)
Action
Get a list of attachments for a cardGet a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)
Action
Get a list of cardsGet a list of cards — LeanKit AgilePlace v2 API (card/list)
Action
Get a list of leaf lanes for a board (lanes that can hold cards)Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)
Action
Get a list of parent cardsGet a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)
Action
Get a list of planning series for an accountGet a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)
Action
Get a list of tags on a boardGet a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)
Action
Get a list of task cards for a cardGet a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)
Action
Get an attachment's contentsGet an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)
Action
Get a specified planning seriesGet a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)
Action
Get BoardRetrieve a board by ID, including its lanes.
Action
Get CardGet card details by card id — LeanKit AgilePlace v2 API (card/get)
Action
Get UserRetrieve a user by ID.
Action
List BoardsList boards on the account.
Action
List Board UsersList board users — LeanKit AgilePlace v2 API (board/user-roles)
Action
List CommentsList comments on a card.
Action
List UsersList users on the account.
Action
Move CardMove a card — LeanKit AgilePlace v2 API (card/move)
Action
Search CardsSearch cards on a board with filters.
Action
Unarchive a boardUnarchive a board — LeanKit AgilePlace v2 API (board/unarchive)
Action
Update CardUpdate a card — LeanKit AgilePlace v2 API (card/update)
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 LeanKit
HubSpot to LeanKitHubSpot is your all-in-one stop for all of your marketing software needs.
ActiveCampaign to LeanKitActiveCampaign is a marketing automation, email marketing, and CRM platform.
JIRA to LeanKitAtlassian JIRA Cloud — issue tracking and project management.
Intercom to LeanKitIntercom is a customer communications platform for support, engagement, and marketing.
Freshdesk to LeanKitFreshdesk is a cloud-based customer support and helpdesk platform.
Klaviyo to LeanKitKlaviyo is a marketing automation platform for email and SMS.
Questions
Autotask and LeanKit, 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 LeanKit when something happens in Autotask?
Any of LeanKit's 37 actions, including Create a card, Create an attachment, Create a new board and Create a new planning increment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LeanKit to Autotask?
Yes. When something happens in LeanKit, your agent can act in Autotask too. This page covers both directions: LeanKit's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or LeanKit?
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 LeanKit 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.