Integration
Connect Autotask and Redash
When New Company fires in Autotask, your agent runs Create Alert in Redash, or New Dashboard in Redash 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 Redash 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 Redash can do together
From Autotask to Redash
When New Company in Autotask
then Create Alert in Redash
When New Company "To Do" Event in Autotask
then Create Dashboard in Redash
From Redash to Autotask
When New Dashboard in Redash
then Create Contact in Autotask
When New Query in Redash
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 Redash
Triggers and actions 26 triggers · 44 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
New DashboardTriggers when a new dashboard is created in your Redash site.
Trigger
New QueryTriggers when a new saved query is created in your Redash site.
Action
Archive DashboardArchives a dashboard.
Action
Archive QueryArchives a saved query so it no longer appears in lists.
Action
Create AlertCreates an alert that fires when a query result column meets a condition.
Action
Create DashboardCreates an empty dashboard with the given name.
Action
Create QueryCreates a saved query on one of your Redash data sources.
Action
Delete AlertDeletes an alert.
Action
Get AlertReturns one alert with its condition and current state.
Action
Get DashboardReturns one dashboard and its widgets.
Action
Get JobReturns the status of a query execution job and its result ID once it finishes.
Action
Get QueryReturns one saved query, including its text, data source and latest result ID.
Action
Get Query Cached ResultReturns the latest cached result rows of a query that has no parameters.
Action
Get Query ResultReturns the rows and columns of a query result.
Action
List AlertsReturns every alert in your Redash site with its state.
Action
List DashboardsReturns a page of the dashboards in your Redash site, optionally filtered by search text.
Action
List Data SourcesReturns the data sources your Redash queries can run on.
Action
List QueriesReturns a page of the saved queries in your Redash site, optionally filtered by search text.
Action
Refresh Query ResultsStarts running a saved query, or returns its cached result when a fresh enough one exists.
Action
Update DashboardUpdates a dashboard's name or tags.
Action
Update QueryUpdates the name, text or description of a saved query.
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 Redash, 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 Redash when something happens in Autotask?
Any of Redash's 19 actions, including Create Alert, Create Dashboard, Create Query and Update Dashboard. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Redash to Autotask?
Yes. When something happens in Redash, your agent can act in Autotask too. This page covers both directions: Redash's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Redash?
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 Redash 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.