Integration
Connect Autotask and Sortd for Gmail
When New Company fires in Autotask, your agent runs Add company in Sortd for Gmail, or New Task Created in Sortd for Gmail to Create Task 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 Sortd for Gmail 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 Sortd for Gmail can do together
From Autotask to Sortd for Gmail
When New Company in Autotask
then Add company in Sortd for Gmail
From Sortd for Gmail 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 Sortd for Gmail
Triggers and actions 29 triggers · 45 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 Task Created
Triggers when a new task is created on the chosen Sortd board.
- Task Archived
Triggers when a task on the chosen Sortd board is archived.
- Task Assigned
Triggers when a task on the chosen Sortd board is assigned to the given team member.
- Task Completed
Triggers when a task on the chosen Sortd board is marked complete.
- Task Moved to List
Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.
- Add comment
Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.
- Add company
Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.
- Add contact
Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.
- Archive task
Archives a Sortd task, moving its card off the board into the board's archive.
- Assign a Task
Assigns a Sortd task to a member of its board and returns the updated task.
- Complete Task
Marks a Sortd task as complete and returns the updated task.
- Create Task
Creates a new task on a Sortd list and returns it.
- Create Task From Gmail Thread
Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.
- Delete task
Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.
- Find contacts by criteria
Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.
- Get a Lists Tasks
Returns the tasks on a Sortd list.
- Get task
Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.
- List boards
Returns all boards owned by a Sortd team, with each board's id, name and type.
- List lists
Returns the task lists (columns) on a Sortd board.
- Mark Task as Incomplete
Reopens a completed Sortd task and returns the updated task.
- Move a Task to a New List
Moves a Sortd task to another list (on the same or another board) and returns the updated task.
- Send email
Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.
- Unassign Task
Clears the assignee on a Sortd task and returns the updated task.
- Update contact
Updates an existing CRM contact in Sortd, changing only the fields you fill in.
- Update task
Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.
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
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More into Sortd for Gmail
Questions
Autotask and Sortd for Gmail, 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 Sortd for Gmail when something happens in Autotask?
Any of Sortd for Gmail's 20 actions, including Create Task, Create Task From Gmail Thread, Send email and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sortd for Gmail to Autotask?
Yes. When something happens in Sortd for Gmail, your agent can act in Autotask too. This page covers both directions: Sortd for Gmail's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Sortd for Gmail?
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 Sortd for Gmail 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.