Integration
Connect Autotask to NEXT
When New Company fires in Autotask, your agent runs Add Record in NEXT. 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 NEXT 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 can start in NEXT
When New Company in Autotask
then Add Record in NEXT
When New Company "To Do" Event in Autotask
then Update Record in NEXT
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 NEXT
Triggers and actions 24 triggers · 24 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.
Action
Add RecordCreate a record (feedback/insight item) in NEXT.
Action
Add TagCreate a tag.
Action
Create AccountCreates an account in NEXT
Action
Create HighlightCreates a highlight in NEXT
Action
Create RecordingCreates a recording in NEXT
Action
Delete RecordDelete a record.
Action
Delete TagDelete a tag.
Action
Find AccountFind an account in NEXT
Action
Find Records by RelevanceSearch records by relevance/query.
Action
Get ProjectRetrieve a project.
Action
Get RecordRetrieve a record by ID.
Action
Get TagRetrieve a tag by ID.
Action
List TagsList all tags.
Action
Update RecordUpdate an existing record.
Action
Update TagUpdate a 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
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 NEXT
Google Slides to NEXTGoogle Slides is a cloud-based presentation editor with real-time collaboration, template gallery, and...
HubSpot to NEXTHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to NEXTSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to NEXTSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to NEXTGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to NEXTGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Autotask and NEXT, 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 NEXT when something happens in Autotask?
Any of NEXT's 15 actions, including Create Account, Create Highlight, Create Recording and Update Record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NEXT to Autotask?
NEXT has no triggers in the catalog today, so automations start in Autotask. If you need the other direction, ask: your agent reads NEXT's API documentation and adds it.
Do I have to build a connector for Autotask or NEXT?
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 NEXT 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.