--- title: "Connect Autotask and Typeform - APIANT.ai" description: "When \"New Company\" fires in Autotask, your agent runs \"Create Form\" in Typeform, or \"New Form Response\" in Typeform to \"Find Contact\" in Autotask." canonical: "https://apiant.ai/connect/autotask-to-typeform" --- # Connect Autotask and Typeform When **New Company** fires in [Autotask](https://apiant.ai/connections/autotask), your agent runs **Create Form** in [Typeform](https://apiant.ai/connections/typeform), or **New Form Response** in Typeform to **Find Contact** in Autotask. Describe the whole flow and it is built, tested on every scenario and kept running. Autotask **24** triggers Autotask **9** actions Typeform **1** trigger Typeform **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Autotask and Typeform to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Autotask and Typeform can do together ### From Autotask to Typeform - When **New Company** in Autotask then **Create Form** in Typeform - When **New Company "To Do" Event** in Autotask then **Create or Update Webhook** in Typeform ### From Typeform to Autotask - When **New Form Response** in Typeform then **Find Contact** in Autotask - When **New Form Response** in Typeform 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 Typeform ## Triggers and actions 25 triggers · 29 actions - Trigger **New Company** Triggers when a new company is created. - Trigger **New Company "To Do" Event** Triggers when a new to-do is added to a company. - Trigger **New Configuration Item** Triggers when a new configuration item is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Opportunity** Triggers when a new opportunity is created. - Trigger **New or Updated Ticket Note** Triggers when a ticket note is created or updated. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Quote** Triggers when a new quote is created. - Trigger **New Service Call** Triggers when a new service call is created. - Trigger **New Task** Triggers when a new project task is created. - Trigger **New Ticket** Triggers when a new ticket is created. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Updated Company** Triggers when a company is updated. - Trigger **Updated Company "To Do" Event** Triggers when an existing company to-do is updated. - Trigger **Updated Configuration Item** Triggers when a configuration item is updated. - Trigger **Updated Contact** Triggers when a contact is updated. - Trigger **Updated Opportunity** Triggers when an opportunity is updated. - Trigger **Updated Project** Triggers when a project is updated. - Trigger **Updated Quote** Triggers when a quote is updated. - Trigger **Updated Service Call** Triggers when an existing service call is updated. - Trigger **Updated Task** Triggers when a project task is updated. - Trigger **Updated Ticket** Triggers when an existing ticket is updated. - Trigger **Updated Time Entry** Triggers when a time entry is updated. - Action **Find Company** Finds companies by ID, name or phone. - Action **Find Contact** Finds contacts by ID, email, name or company. - Action **Find Contract** Finds contracts by ID, company or name. - Action **Find Country** Finds countries by ID, code or name. - Action **Find Currency** Finds currencies by ID or code. - Action **Find Opportunity** Finds opportunities by ID, company or title. - Action **Find Quote** Finds quotes by ID, company, opportunity or name. - Action **Find Resource** Finds resources (users) by ID, email, username or last name. - Action **Find Ticket** Finds tickets by ID, ticket number, company or title. - Trigger **New Form Response** Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token. - Action **Create Form** Create a new form. Provide the full form definition object (title, fields, etc.). - Action **Create or Update Webhook** Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl. - Action **Create Theme** Create a new theme (name, colors, font, etc.). - Action **Create Workspace** Create a new workspace with the given name. - Action **Delete Form** Permanently delete a form by its form ID. - Action **Delete Theme** Delete a theme by its ID. - Action **Delete Webhook** Delete a webhook from a form by its tag. - Action **Delete Workspace** Delete a workspace by ID. - Action **Get Account** Retrieve the authenticated user's account/profile (/me). - Action **Get Form** Retrieve a single form definition by its form ID. - Action **Get Theme** Retrieve a single theme by its ID. - Action **Get Webhook** Retrieve a single webhook on a form by its tag. - Action **Get Workspace** Retrieve a single workspace by ID. - Action **List Forms** Retrieve all forms in your Typeform account (paginated). - Action **List Images** Retrieve all images in your account image library. - Action **List Responses** Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size). - Action **List Themes** Retrieve all themes in your account (paginated). - Action **List Webhooks** List all webhooks configured on a form. - Action **List Workspaces** Retrieve all workspaces in your account (paginated). - Action **Update Form** Replace an existing form definition (full PUT) by form ID. ## Each app on its own - [ **Autotask** Autotask provides an IT business management solution that combines service desk, CRM, projects, time and...](https://apiant.ai/connections/autotask) - [ **Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connections/typeform) Reviews ## What our customers say ## More from Autotask - [ **Autotask to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/autotask-to-hubspot) - [ **Autotask to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/autotask-to-salesforce) - [ **Autotask to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/autotask-to-slack) - [ **Autotask to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/autotask-to-google-sheets) - [ **Autotask to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/autotask-to-gmail) - [ **Autotask to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/autotask-to-google-calendar) ## More into Typeform - [ **HubSpot to Typeform** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-typeform) - [ **Mailchimp to Typeform** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-typeform) - [ **Stripe to Typeform** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-typeform) - [ **Shopify to Typeform** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-typeform) - [ **QuickBooks Online to Typeform** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-typeform) - [ **Pipedrive to Typeform** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-typeform) Questions ## Autotask and Typeform, 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 Typeform when something happens in Autotask? Any of Typeform's 20 actions, including Create Form, Create or Update Webhook, Create Theme and Create Workspace. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Typeform to Autotask? Yes. When something happens in Typeform, your agent can act in Autotask too. This page covers both directions: Typeform's triggers and Autotask's actions are listed here as well. ### ### Do I have to build a connector for Autotask or Typeform? 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 Typeform 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.