Integration
Connect Autotask and Zeeg
When New Company fires in Autotask, your agent runs Add CRM company in Zeeg, or New routing form submission in Zeeg 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 Zeeg 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 Zeeg can do together
From Autotask to Zeeg
When New Company in Autotask
then Add CRM company in Zeeg
From Zeeg 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 Zeeg
Triggers and actions 25 triggers · 38 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 routing form submission
Triggers when someone submits a Zeeg routing form.
- Add CRM company
Creates a company in your Zeeg CRM.
- Add CRM person
Creates a new person record in the Zeeg CRM with first/last name, optional linked company by UUID, and social profile URLs.
- Add note
Attaches an internal note to a scheduled event. Notes are visible only to event hosts and workspace members with access to the event, never to invitees.
- Add scheduled event
Books a new event on a Zeeg scheduling page for an invitee. Requires an active paid Zeeg subscription.
- Cancel scheduled event
Cancel a specific scheduled event in Zeeg, optionally with a reason.
- Delete CRM company
Deletes a company from your Zeeg CRM.
- Delete CRM person
Permanently deletes a CRM person in Zeeg, along with their notes, activity logs and relationships.
- Delete time off
Deletes a time-off period.
- Get available time slots
Returns the available booking time slots of a Zeeg scheduling page for a date range. Requires an active paid Zeeg subscription and a token with the timetable or admin:full scope.
- Get CRM company
Returns one company from your Zeeg CRM.
- Get CRM person
Retrieves a single CRM person record by ID, including social links, linked company, and custom attributes.
- Get current user
Returns the email address of the Zeeg user whose API token the connection uses.
- Get default availability schedule
Returns the default availability schedule (weekly hours, special hours, upcoming time off and optionally linked scheduling pages) for a Zeeg user.
- Get scheduled event
Fetches full details of a single scheduled event by UUID, including invitees, hosts, location, status, and custom answers.
- Get scheduling page
Returns the full details of one Zeeg scheduling page (event type).
- Handover scheduled event
Hands a Round Robin scheduled event over to another host on the scheduling page without changing the meeting links.
- List availability schedules
Lists the availability schedules of a Zeeg user, identified by email.
- List CRM companies
Returns the companies in your Zeeg CRM, optionally filtered by a search term.
- List CRM people
Returns all CRM people in your Zeeg workspace.
- List organization users
Returns the users in your Zeeg workspace.
- List scheduled events
Lists scheduled events (bookings) in Zeeg, optionally filtered by status, date range, host, team, invitee or keyword.
- List scheduling pages
Returns the scheduling pages you host, or those of a specific organization member when a user filter is given.
- List teams
Returns the teams in your Zeeg workspace.
- List time off
Returns a user's vacations and out-of-office periods.
- Reschedule scheduled event
Moves a Zeeg booking to a new date and time. Zeeg creates a new booking with a new event UUID; the returned UUID identifies the live booking.
- Update CRM company
Updates the details of a company in your Zeeg CRM.
- Update CRM person
Updates an existing Zeeg CRM person. Only the fields you fill in are changed; blank fields keep their current values.
- Update default availability schedule
Updates the weekly hours, date-specific hours or timezone of a Zeeg user's default availability schedule. Fields left blank keep their current values.
- Update scheduling page
Toggles a scheduling page between active and inactive: an active page is deactivated and an inactive page is activated. Zeeg's API offers no other way to update a scheduling page.
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 Zeeg
Questions
Autotask and Zeeg, 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 Zeeg when something happens in Autotask?
Any of Zeeg's 29 actions, including Update CRM company, Update CRM person, Update default availability schedule and Update scheduling page. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zeeg to Autotask?
Yes. When something happens in Zeeg, your agent can act in Autotask too. This page covers both directions: Zeeg's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Zeeg?
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 Zeeg 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.