--- title: "Connect Autotask and PassEntry - APIANT.ai" description: "When \"New Company\" fires in Autotask, your agent runs \"Create Pass\" in PassEntry, or \"New Pass Created\" in PassEntry to \"Find Contact\" in Autotask." canonical: "https://apiant.ai/connect/autotask-to-passentry" --- # Connect Autotask and PassEntry When **New Company** fires in [Autotask](https://apiant.ai/connections/autotask), your agent runs **Create Pass** in [PassEntry](https://apiant.ai/connections/passentry), or **New Pass Created** in PassEntry to **Find Contact** in Autotask. Describe the whole flow and it is built, tested on every scenario and kept running. Autotask **24** triggers Autotask **9** actions PassEntry **1** trigger PassEntry **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Autotask and PassEntry to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Autotask and PassEntry can do together ### From Autotask to PassEntry - When **New Company** in Autotask then **Create Pass** in PassEntry - When **New Company "To Do" Event** in Autotask then **Send Notification** in PassEntry ### From PassEntry to Autotask - When **New Pass Created** in PassEntry then **Find Contact** in Autotask - When **New Pass Created** in PassEntry 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 PassEntry ## Triggers and actions 25 triggers · 15 actions - Trigger **New Company** Triggers when a new company is created. - Trigger **New Company "To Do" Event** Triggers when a new to-do is added to a company. - Trigger **New Configuration Item** Triggers when a new configuration item is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Opportunity** Triggers when a new opportunity is created. - Trigger **New or Updated Ticket Note** Triggers when a ticket note is created or updated. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Quote** Triggers when a new quote is created. - Trigger **New Service Call** Triggers when a new service call is created. - Trigger **New Task** Triggers when a new project task is created. - Trigger **New Ticket** Triggers when a new ticket is created. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Updated Company** Triggers when a company is updated. - Trigger **Updated Company "To Do" Event** Triggers when an existing company to-do is updated. - Trigger **Updated Configuration Item** Triggers when a configuration item is updated. - Trigger **Updated Contact** Triggers when a contact is updated. - Trigger **Updated Opportunity** Triggers when an opportunity is updated. - Trigger **Updated Project** Triggers when a project is updated. - Trigger **Updated Quote** Triggers when a quote is updated. - Trigger **Updated Service Call** Triggers when an existing service call is updated. - Trigger **Updated Task** Triggers when a project task is updated. - Trigger **Updated Ticket** Triggers when an existing ticket is updated. - Trigger **Updated Time Entry** Triggers when a time entry is updated. - Action **Find Company** Finds companies by ID, name or phone. - Action **Find Contact** Finds contacts by ID, email, name or company. - Action **Find Contract** Finds contracts by ID, company or name. - Action **Find Country** Finds countries by ID, code or name. - Action **Find Currency** Finds currencies by ID or code. - Action **Find Opportunity** Finds opportunities by ID, company or title. - Action **Find Quote** Finds quotes by ID, company, opportunity or name. - Action **Find Resource** Finds resources (users) by ID, email, username or last name. - Action **Find Ticket** Finds tickets by ID, ticket number, company or title. - Trigger **New Pass Created** Triggers when a new pass is created in PassEntry. - Action **Create Pass** Creates a new wallet pass from a pass template. - Action **Deactivate Pass** Deactivates a pass so it moves to the expired section of the holder's wallet. The pass can still receive updates and can be reactivated later. - Action **Get Pass** Retrieves a single pass by its UUID or External ID, including its status, download URL, template and pass content. - Action **Get Pass Template** Retrieve a single pass template by id. - Action **Send Notification** Sends a push notification message to a wallet pass. - Action **Update Pass** Updates an existing wallet pass by its ID: template field values, NFC, barcode, design overrides, expiry, locations, beacons, group tags, and optionally sends a push notification or deactivates/reactivates the pass. ## Each app on its own - [ **Autotask** Autotask provides an IT business management solution that combines service desk, CRM, projects, time and...](https://apiant.ai/connections/autotask) - [ **PassEntry** PassEntry is a platform to create, message, and manage Apple & Google Wallet passes for loyalty cards, event...](https://apiant.ai/connections/passentry) Reviews ## What our customers say ## More from Autotask - [ **Autotask to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/autotask-to-hubspot) - [ **Autotask to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/autotask-to-salesforce) - [ **Autotask to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/autotask-to-slack) - [ **Autotask to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/autotask-to-google-sheets) - [ **Autotask to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/autotask-to-gmail) - [ **Autotask to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/autotask-to-google-calendar) ## More into PassEntry - [ **HubSpot to PassEntry** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-passentry) - [ **Google Sheets to PassEntry** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-passentry) - [ **Gmail to PassEntry** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-passentry) - [ **Google Calendar to PassEntry** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-passentry) - [ **Google Drive to PassEntry** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-passentry) - [ **Mailchimp to PassEntry** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-passentry) Questions ## Autotask and PassEntry, 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 PassEntry when something happens in Autotask? Any of PassEntry's 6 actions, including Create Pass, Send Notification, Update Pass and Deactivate Pass. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PassEntry to Autotask? Yes. When something happens in PassEntry, your agent can act in Autotask too. This page covers both directions: PassEntry's triggers and Autotask's actions are listed here as well. ### ### Do I have to build a connector for Autotask or PassEntry? 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 PassEntry 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.