Integration
Connect Autotask and Scoro
When New Company fires in Autotask, your agent runs Create or Update Company in Scoro, or New Bill in Scoro 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 Scoro 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 Scoro can do together
From Autotask to Scoro
When New Company in Autotask
then Create or Update Company in Scoro
When New Company "To Do" Event in Autotask
then Create or Update Invoice in Scoro
From Scoro to Autotask
When New Bill in Scoro
then Find Contact in Autotask
When New Calendar Event in Scoro
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 Scoro
Triggers and actions 46 triggers · 29 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 BillTriggers when a new bill is created in Scoro.
Trigger
New Calendar EventTriggers when a new calendar event is created in Scoro.
Trigger
New CompanyTriggers when a new company is created in Scoro.
Trigger
New InvoiceTriggers when a new invoice is created in Scoro.
Trigger
New OrderTriggers when a new order is created in Scoro.
Trigger
New or Updated BillTriggers when a bill is created or changed in Scoro.
Trigger
New or Updated Calendar EventTriggers when a calendar event is created or changed in Scoro.
Trigger
New or Updated CompanyTriggers when a company is created or changed in Scoro.
Trigger
New or Updated Custom EntryTriggers when an entry in a Scoro custom module is created or changed.
Trigger
New or Updated ExpenseTriggers when a expense is created or changed in Scoro.
Trigger
New or Updated InvoiceTriggers when a invoice is created or changed in Scoro.
Trigger
New or Updated OrderTriggers when a order is created or changed in Scoro.
Trigger
New or Updated PersonTriggers when a person is created or changed in Scoro.
Trigger
New or Updated ProjectTriggers when a project is created or changed in Scoro.
Trigger
New or Updated Purchase OrderTriggers when a purchase order is created or changed in Scoro.
Trigger
New or Updated QuoteTriggers when a quote is created or changed in Scoro.
Trigger
New or Updated TaskTriggers when a task is created or changed in Scoro.
Trigger
New PersonTriggers when a new person is created in Scoro.
Trigger
New ProjectTriggers when a new project is created in Scoro.
Trigger
New Purchase OrderTriggers when a new purchase order is created in Scoro.
Trigger
New QuoteTriggers when a new quote is created in Scoro.
Trigger
New TaskTriggers when a new task is created in Scoro.
Action
Create ExpenseCreates an expense in Scoro.
Action
Create or Update CompanyCreates a company in Scoro, or updates it when an ID is given.
Action
Create or Update Custom EntryCreates an entry in a Scoro custom module, or updates it when an ID is given.
Action
Create or Update InvoiceCreates a invoice in Scoro, or updates it when an ID is given.
Action
Create or Update PersonCreates a person in Scoro, or updates the person with the given ID.
Action
Create or Update QuoteCreates a quote in Scoro, or updates it when an ID is given.
Action
Create Time Entry on TaskLogs a time entry on an existing Scoro task.
Action
Find CompanyFinds a company by name, ID, registration number or VAT number.
Action
Find Custom Entry by Custom FieldFinds an entry in a Scoro custom module by a custom field value.
Action
Find InvoiceFinds an invoice by invoice number.
Action
Find OrderFinds an order by order number.
Action
Find PersonFinds a person in Scoro by full name, email address or contact ID.
Action
Find ProjectFinds a project by name or project number.
Action
Find Purchase OrderFinds a purchase order by its number.
Action
Find QuoteFinds a quote by quote number.
Action
Find Task by Custom FieldFinds a task by a custom field value.
Action
Find Task by NameFinds a task by its name.
Action
Find UserFinds a Scoro user by email address.
Action
Mark Task as DoneMarks a Scoro task as done.
Action
Update Task Under a ProjectUpdates a task that belongs to a project.
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
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Questions
Autotask and Scoro, 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 Scoro when something happens in Autotask?
Any of Scoro's 20 actions, including Create Expense, Create or Update Company, Create or Update Custom Entry and Create or Update Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Scoro to Autotask?
Yes. When something happens in Scoro, your agent can act in Autotask too. This page covers both directions: Scoro's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Scoro?
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 Scoro 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.