Integration
Connect Autotask and ManyContacts
When New Company fires in Autotask, your agent runs Add Contact Custom Field in ManyContacts, or Contact Created in ManyContacts to Create 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 ManyContacts 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 ManyContacts can do together
From Autotask to ManyContacts
When New Company in Autotask
then Add Contact Custom Field in ManyContacts
When New Company "To Do" Event in Autotask
then Add Contact Tag in ManyContacts
From ManyContacts to Autotask
When Contact Created in ManyContacts
then Create Contact in Autotask
When Contact Created in ManyContacts
then Create Task 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 ManyContacts
Triggers and actions 25 triggers · 54 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
Create CompanyCreates a company and returns its ID.
Action
Create Company To-DoCreates a to-do for a company and returns its ID.
Action
Create ContactCreates a contact under a company and returns its ID.
Action
Create Expense ReportCreates an expense report and returns its ID.
Action
Create OpportunityCreates an opportunity and returns its ID.
Action
Create QuoteCreates a quote and returns its ID.
Action
Create TaskCreates a task in a project and returns its ID.
Action
Create TicketCreates a ticket for a company and returns its ID.
Action
Create Ticket NoteAdds a note to a ticket and returns its ID.
Action
Create Time EntryCreates a time entry against a ticket or task and returns its ID.
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.
Action
Update CompanyUpdates the fields you supply on an existing company.
Action
Update ContactUpdates the fields you supply on an existing contact.
Action
Update OpportunityUpdates the fields you supply on an existing opportunity.
Action
Update QuoteUpdates the fields you supply on an existing quote.
Action
Update TaskUpdates the fields you supply on an existing project task.
Action
Update TicketUpdates the fields you supply on an existing ticket.
Trigger
Contact CreatedTriggers when a new contact appears in ManyContacts.
Action
Add Contact Custom FieldCreates or updates one custom field value on a ManyContacts contact.
Action
Add Contact TagAdds a tag to a ManyContacts contact and returns the contact with its tags.
Action
Add Contact Tag by NameAdds a tag by name to the ManyContacts contact with a phone number, creating the tag and the contact if they do not exist.
Action
Add Contact to TeamAdds a ManyContacts contact to a team and returns the contact.
Action
Add Internal Note ContactAdds an internal note to a contact's conversation in ManyContacts; the note is not sent to the customer.
Action
Assign ContactAssigns a ManyContacts contact to a user (agent) and returns the updated contact.
Action
Close ConversationCloses a ManyContacts contact's conversation and returns the updated contact.
Action
Contact Create or UpdateCreates a ManyContacts contact for a phone number, or updates the existing one's name, email, notes and conversation status.
Action
Create ContactCreates a ManyContacts contact from a phone number, or returns the existing contact with that number.
Action
Create TagCreates a ManyContacts tag with a name and optional color.
Action
Delete TagDeletes a ManyContacts tag.
Action
Find Contact by PhoneFinds a ManyContacts contact by phone number. Returns empty fields when no contact has that number.
Action
Get ContactReturns a ManyContacts contact by its ID, including name, phone number, email, conversation status, custom fields and tags.
Action
List ContactsReturns ManyContacts contacts, optionally filtered by assignment, closed status, assigned users or tags.
Action
List TagsReturns ManyContacts tags, optionally filtered by part of the name.
Action
List TeamsReturns the ManyContacts organization's teams with their members.
Action
List TemplatesReturns the approved, visible WhatsApp templates in ManyContacts.
Action
List UsersReturns the ManyContacts organization's users (agents), including whether each is an AI agent.
Action
Move Contact to StageMoves the ManyContacts contact with a phone number to a stage of the default pipeline, by the stage's position.
Action
Open ConversationReopens a ManyContacts contact's conversation and returns the updated contact.
Action
Remove Contact from TeamRemoves a ManyContacts contact from a team and returns the contact.
Action
Remove Contact TagRemoves a tag from a ManyContacts contact and returns the contact with its remaining tags.
Action
Send Interactive MessageSends a WhatsApp message with 1-3 reply buttons, or an option list for 4-10 choices, to a contact who wrote within the last 24 hours.
Action
Send Template MessageSends a Meta-approved WhatsApp template to a phone number, filling its header, body and button variables.
Action
Send WhatsApp MessageSends a WhatsApp text message to a contact by phone number or contact ID. A contact is created if the number is new.
Action
Start ChatbotSends the chatbot's first message to a ManyContacts contact.
Action
Unassign ContactRemoves the user assignment from a ManyContacts contact and returns the updated contact.
Action
Update ContactUpdates a ManyContacts contact's name, phone number, email, notes, conversation status or lock.
Action
Update TagRenames or recolors a ManyContacts tag.
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
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Questions
Autotask and ManyContacts, 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 ManyContacts when something happens in Autotask?
Any of ManyContacts's 29 actions, including Create Contact, Create Tag, Send Interactive Message and Send Template Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ManyContacts to Autotask?
Yes. When something happens in ManyContacts, your agent can act in Autotask too. This page covers both directions: ManyContacts's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or ManyContacts?
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 ManyContacts 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.