Integration
Connect Autotask and Pendo
When New Company fires in Autotask, your agent runs Send Track Event in Pendo, or Account in Report in Pendo 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 Pendo 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 Pendo can do together
From Autotask to Pendo
When New Company in Autotask
then Send Track Event in Pendo
From Pendo to 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 Pendo
Triggers and actions 26 triggers · 22 actions
- New Company
Triggers when a new company is created.
- New Company "To Do" Event
Triggers when a new to-do is added to a company.
- New Configuration Item
Triggers when a new configuration item is created.
- New Contact
Triggers when a new contact is created.
- New Invoice
Triggers when a new invoice is created.
- New Opportunity
Triggers when a new opportunity is created.
- New or Updated Ticket Note
Triggers when a ticket note is created or updated.
- New Project
Triggers when a new project is created.
- New Quote
Triggers when a new quote is created.
- New Service Call
Triggers when a new service call is created.
- New Task
Triggers when a new project task is created.
- New Ticket
Triggers when a new ticket is created.
- New Time Entry
Triggers when a new time entry is created.
- Updated Company
Triggers when a company is updated.
- Updated Company "To Do" Event
Triggers when an existing company to-do is updated.
- Updated Configuration Item
Triggers when a configuration item is updated.
- Updated Contact
Triggers when a contact is updated.
- Updated Opportunity
Triggers when an opportunity is updated.
- Updated Project
Triggers when a project is updated.
- Updated Quote
Triggers when a quote is updated.
- Updated Service Call
Triggers when an existing service call is updated.
- Updated Task
Triggers when a project task is updated.
- Updated Ticket
Triggers when an existing ticket is updated.
- Updated Time Entry
Triggers when a time entry is updated.
- Find Company
Finds companies by ID, name or phone.
- Find Contact
Finds contacts by ID, email, name or company.
- Find Contract
Finds contracts by ID, company or name.
- Find Country
Finds countries by ID, code or name.
- Find Currency
Finds currencies by ID or code.
- Find Opportunity
Finds opportunities by ID, company or title.
- Find Quote
Finds quotes by ID, company, opportunity or name.
- Find Resource
Finds resources (users) by ID, email, username or last name.
- Find Ticket
Finds tickets by ID, ticket number, company or title.
- Account in Report
Triggers when a new account appears in the results of a chosen Pendo account report.
- Visitor in Report
Triggers when a new visitor appears in the results of a selected Pendo visitor report.
- Add Visitor to Segment
Adds a single visitor to a Pendo segment. Only segments created through the Pendo API can be changed this way.
- Change Guide State
Changes a Pendo guide's state to public, staged, disabled or draft.
- Get Account
Returns a Pendo account by its account ID, including its agent, custom and automatic metadata.
- Get Survey Responses
Returns the individual responses to a Pendo Sentiment survey over a date range, plus the survey's summary score and sentiment counts.
- Get Visitor
Returns a Pendo visitor by its visitor ID, including linked account IDs and all agent, automatic and custom metadata.
- List Features
Returns the features tagged in your Pendo subscription, optionally limited to specific feature IDs or one application.
- List Guides
Returns the guides in your Pendo subscription, optionally limited to specific guides or one application.
- List Pages
Returns the pages tagged in your Pendo subscription, optionally limited to specific page IDs or one application.
- List Reports
Returns every public report in your Pendo subscription, including each report's id, name, type and definition.
- List Segments
Returns all shared (Everyone) segments in your Pendo subscription, optionally only those created through the API.
- List Track Types
Returns the track event types defined in your Pendo subscription, or a single track type by its ID.
- Remove Visitor from Segment
Removes a single visitor from a Pendo segment. Works only on segments that were created through the API.
- Send Track Event
Records a track event (a named action a visitor performed, with optional properties) in Pendo.
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
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Questions
Autotask and Pendo, 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 Pendo when something happens in Autotask?
Any of Pendo's 13 actions, including Send Track Event, Add Visitor to Segment, Change Guide State and Get Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pendo to Autotask?
Yes. When something happens in Pendo, your agent can act in Autotask too. This page covers both directions: Pendo's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Pendo?
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 Pendo 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.