Integration
Connect Autotask and SendGrid
When New Company fires in Autotask, your agent runs Create or update contact in SendGrid, or New bounce in SendGrid 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 SendGrid 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 SendGrid can do together
From Autotask to SendGrid
When New Company in Autotask
then Create or update contact in SendGrid
From SendGrid 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 SendGrid
Triggers and actions 28 triggers · 19 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 bounce
Polls the v3 Suppression Bounces API for bounced email addresses. Emits one record per bounce.
- New global suppression
Polls the v3 Suppressions API for globally-suppressed (unsubscribed) email addresses. Emits one record per suppressed email.
- New or updated recipient
Triggered when a recipient is created or updated.
- New suppressed email
Triggered when a new email is suppressed.
- Add to suppression group
Add a recipient's email to a SendGrid suppression group (unsubscribe group).
- Create custom field
Creates a new custom field.
- Create list
Creates a new marketing contact list via the v3 Marketing Lists API.
- Create or update contact
Adds or updates a marketing contact (upsert by email) via the v3 Marketing Contacts API. Optionally assigns to lists.
- Create or update recipient
Creates a new recipient if the email does not exist, otherwise updates the existing recipient.
- Delete contacts
Deletes one or more marketing contacts by their contact IDs via the v3 Marketing Contacts API.
- Get contact by email
Looks up a marketing contact by email address via the v3 Marketing Contacts search-by-emails endpoint.
- Remove from suppression group
Remove a recipient's email from a SendGrid suppression group (unsubscribe group).
- Send an email
Sends an email via the v3 Mail Send API to a single recipient with subject and plain-text or HTML body.
- Send an email using template
Sends an email via the v3 Mail Send API using a dynamic template ID. Dynamic template data is passed as a JSON object.
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 SendGrid, 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 SendGrid when something happens in Autotask?
Any of SendGrid's 10 actions, including Create custom field, Create list, Create or update contact and Create or update recipient. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SendGrid to Autotask?
Yes. When something happens in SendGrid, your agent can act in Autotask too. This page covers both directions: SendGrid's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or SendGrid?
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 SendGrid 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.