Integration
Connect Autotask and WellnessLiving
When New Company fires in Autotask, your agent runs Create Lead Profile in WellnessLiving, or New Client in WellnessLiving 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 WellnessLiving 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 WellnessLiving can do together
From Autotask to WellnessLiving
When New Company in Autotask
then Create Lead Profile in WellnessLiving
From WellnessLiving 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 WellnessLiving
Triggers and actions 19 triggers · 21 actions
- New Company
Triggers when a new company is created.
- 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 Project
Triggers when a new project is created.
- New Quote
Triggers when a new quote 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 Ticket
Triggers when an existing ticket 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 Client
Triggers when a new active client appears in a WellnessLiving business; delivers the client's user key.
- Add to Client Group
Adds a WellnessLiving client to a client group.
- Create Lead Profile
Creates a new lead or client profile in a WellnessLiving business and returns its user key.
- Get Appointment
Returns the details of a WellnessLiving appointment: its date, duration, location and service.
- Get Client
Returns a WellnessLiving client's name, email address and profile photo.
- List Client Debts
Returns the outstanding client debts of a WellnessLiving business within a date range.
- List Client Groups
Returns the client groups defined in a WellnessLiving business.
- List Client Purchases
Returns the items a WellnessLiving client has purchased, such as passes, memberships and packages.
- List Locations
Returns the locations of a WellnessLiving business, with each location's name, address and contact details.
- List Staff Members
Returns the staff members of a WellnessLiving business.
- Remove From Client Group
Removes a WellnessLiving client from a client group.
- Search Class Sessions
Returns the class sessions a WellnessLiving business has scheduled within a date range.
- Update Client Profile
Updates one system or custom profile field on a WellnessLiving client.
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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More into WellnessLiving
Questions
Autotask and WellnessLiving, answered
What can start an automation from Autotask?
Any of Autotask's 18 triggers in the catalog, including New Company, New Configuration Item, New Contact and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WellnessLiving when something happens in Autotask?
Any of WellnessLiving's 12 actions, including Create Lead Profile, Update Client Profile, Add to Client Group and Get Appointment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WellnessLiving to Autotask?
Yes. When something happens in WellnessLiving, your agent can act in Autotask too. This page covers both directions: WellnessLiving's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or WellnessLiving?
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 WellnessLiving 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.