Integration
Connect Autotask and Order Sender
When New Company fires in Autotask, your agent runs Export Orders in Order Sender, or New Client in Order Sender 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 Order Sender 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 Order Sender can do together
From Autotask to Order Sender
When New Company in Autotask
then Export Orders in Order Sender
When New Company "To Do" Event in Autotask
then Export Clients in Order Sender
From Order Sender to Autotask
When New Client in Order Sender
then Find Contact in Autotask
When New Order in Order Sender
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 Order Sender
Triggers and actions 27 triggers · 31 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 ClientTriggers when a new customer is added to your Order Sender Business account.
Trigger
New OrderTriggers when a new order is sent in Order Sender Business. Fires once per order line (article) of orders sent in the last 7 days.
Trigger
New ProductTriggers when a new product is added to your Order Sender catalog.
Action
Delete DiscountDeletes a discount in Order Sender Business, identified by its customer and supplier codes and optionally its product or product category.
Action
Delete Payment ConditionDeletes a payment condition from Order Sender Business by its code.
Action
Delete ProductDeletes a product of a supplier by its product code.
Action
Delete Secondary AddressDeletes a customer's secondary address, identified by the customer code and the address name.
Action
Export ClientsReturns every customer in your Order Sender Business account, with contact details, address, tax data and assigned agents.
Action
Export CommissionsReturns the commission rules defined in Order Sender Business, optionally limited to one supplier.
Action
Export DiscountsReturns the discounts defined in Order Sender Business, optionally only those for one customer.
Action
Export OrdersExports orders from Order Sender Business, optionally filtered by date range, order number range, supplier or specific order numbers.
Action
Export Payment ConditionsReturns the payment conditions defined in Order Sender, optionally limited to one supplier.
Action
Export Price ListsReturns the price lists in your Order Sender account, with each product's price and discounts, optionally limited to one supplier.
Action
Export ProductsReturns the products in your Order Sender account, optionally limited to one supplier.
Action
Export Secondary AddressesReturns the secondary addresses (sedi) of your Order Sender customers, optionally only those of one customer.
Action
Export SuppliersReturns every supplier in the Order Sender Business account with its code, name, contacts, address and commission settings.
Action
Import ClientCreates or updates a customer in Order Sender Business, matched by its unique customer code.
Action
Import Client Payment ConditionAssigns a payment condition to a customer in Order Sender Business, optionally scoped to a supplier.
Action
Import CommissionImports a commission rate for a supplier, optionally limited to a product or product category, into Order Sender Business.
Action
Import DiscountCreates or updates a discount for a customer and supplier, optionally limited to a product or product category.
Action
Import Payment ConditionCreates or updates a payment condition in Order Sender by its code.
Action
Import Price ListImports a product price into a supplier's price list in Order Sender, creating or updating the price list entry.
Action
Import ProductCreates or updates a product in the Order Sender catalog.
Action
Import Secondary AddressCreates or updates a secondary address (sede) for a customer in Order Sender Business.
Action
Import SupplierCreates or updates a supplier in Order Sender Business, matched by its unique supplier code.
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
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Questions
Autotask and Order Sender, 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 Order Sender when something happens in Autotask?
Any of Order Sender's 22 actions, including Export Clients, Export Commissions, Export Discounts and Export Orders. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Order Sender to Autotask?
Yes. When something happens in Order Sender, your agent can act in Autotask too. This page covers both directions: Order Sender's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Order Sender?
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 Order Sender 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.