Integration
Connect Autotask and SendApp
When New Company fires in Autotask, your agent runs Create Contact in SendApp, or New Contact in SendApp 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 SendApp 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 SendApp can do together
From Autotask to SendApp
When New Company in Autotask
then Create Contact in SendApp
From SendApp 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 SendApp
Triggers and actions 25 triggers · 39 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.
- Create Company
Creates a company and returns its ID.
- Create Company To-Do
Creates a to-do for a company and returns its ID.
- Create Contact
Creates a contact under a company and returns its ID.
- Create Expense Report
Creates an expense report and returns its ID.
- Create Opportunity
Creates an opportunity and returns its ID.
- Create Quote
Creates a quote and returns its ID.
- Create Task
Creates a task in a project and returns its ID.
- Create Ticket
Creates a ticket for a company and returns its ID.
- Create Ticket Note
Adds a note to a ticket and returns its ID.
- Create Time Entry
Creates a time entry against a ticket or task and returns its ID.
- 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.
- Update Company
Updates the fields you supply on an existing company.
- Update Contact
Updates the fields you supply on an existing contact.
- Update Opportunity
Updates the fields you supply on an existing opportunity.
- Update Quote
Updates the fields you supply on an existing quote.
- Update Task
Updates the fields you supply on an existing project task.
- Update Ticket
Updates the fields you supply on an existing ticket.
- New Contact
Triggers when a new contact is added to SendApp.
- Create Contact
Creates a contact in SendApp, or merges into the existing contact with the same phone or email. Phone or email is required.
- Delete Contact
Deletes a SendApp contact by its ID.
- Find Contacts
Finds SendApp contacts matching a name, phone or email search, optionally filtered by tag.
- Get Account Info
Returns your SendApp account details, plan, subscription and usage.
- Get Contact
Returns one SendApp contact by its ID.
- Get Message Status
Returns the delivery status (sent, delivered, read or failed) of a WhatsApp message sent in the last 7 days.
- List Account Tokens
Lists the account tokens (AI models and channels) in your SendApp account; other actions take one of these tokens.
- List Automations
Lists SendApp automations that can be started from another system.
- List Bookings
Lists bookings in SendApp, optionally within a date range or by status.
- List WhatsApp Templates
Lists the WhatsApp message templates on one of your SendApp accounts.
- Remove Tags from Contact
Removes tags from a SendApp contact.
- Send Message
Sends a WhatsApp text message (optionally with media) through your SendApp WhatsApp account. Only works within 24 hours of the customer's last message; otherwise use Send WhatsApp Template.
- Send SMS
Sends an SMS through your SendApp SMS gateway or bulk SMS credits.
- Update Contact
Updates a SendApp contact. Only the fields you fill in are changed; Tags replaces the whole tag set.
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 SendApp, 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 SendApp when something happens in Autotask?
Any of SendApp's 14 actions, including Create Contact, Send Message, Send SMS and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SendApp to Autotask?
Yes. When something happens in SendApp, your agent can act in Autotask too. This page covers both directions: SendApp's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or SendApp?
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 SendApp 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.