Integration
Connect Autotask and Rev
When New Company fires in Autotask, your agent runs Get Order in Rev, or New Caption in Rev 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 Rev 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 Rev can do together
From Autotask to Rev
When New Company in Autotask
then Get Order in Rev
From Rev 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 Rev
Triggers and actions 27 triggers · 15 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.
- New Caption
Triggers when a caption order is completed and its captions are delivered.
- New Order
Triggers when a new order is placed in your Rev account.
- New Transcript
Triggers when a transcription order is completed and its transcript is delivered.
- Cancel Order
Cancels a Rev order. Only orders that work has not started on can be canceled.
- Delete Order Data
Deletes the files and data Rev stores for an order.
- Get Attachment
Returns details of one order attachment: a source media file, transcript or caption file.
- Get Order
Returns one Rev order with its status, attachments (media, transcripts, captions) and comments.
- List Orders
Returns a page of your Rev orders, newest first, with each order's number, status and price.
- List Workspaces
Returns the Rev workspaces you belong to, with their IDs and names.
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 Rev
Google Drive to RevGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RevMailchimp marketing automation and email platform.
Questions
Autotask and Rev, 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 Rev when something happens in Autotask?
Any of Rev's 6 actions, including Get Attachment, Get Order, List Orders and List Workspaces. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rev to Autotask?
Yes. When something happens in Rev, your agent can act in Autotask too. This page covers both directions: Rev's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Rev?
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 Rev 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.