Integration
Connect Autotask and Zenler
When New Company fires in Autotask, your agent runs Enroll User in Zenler, or New Funnel Subscription in Zenler 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 Zenler 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 Zenler can do together
From Autotask to Zenler
When New Company in Autotask
then Enroll User in Zenler
When New Company "To Do" Event in Autotask
then Unenroll User in Zenler
From Zenler to Autotask
When New Funnel Subscription in Zenler
then Find Contact in Autotask
When New Sale in Zenler
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 Zenler
Triggers and actions 27 triggers · 25 actions
Trigger
New CompanyTriggers when a new company is created.
Trigger
New Company "To Do" EventTriggers when a new to-do is added to a company.
Trigger
New Configuration ItemTriggers when a new configuration item is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New or Updated Ticket NoteTriggers when a ticket note is created or updated.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New QuoteTriggers when a new quote is created.
Trigger
New Service CallTriggers when a new service call is created.
Trigger
New TaskTriggers when a new project task is created.
Trigger
New TicketTriggers when a new ticket is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Updated CompanyTriggers when a company is updated.
Trigger
Updated Company "To Do" EventTriggers when an existing company to-do is updated.
Trigger
Updated Configuration ItemTriggers when a configuration item is updated.
Trigger
Updated ContactTriggers when a contact is updated.
Trigger
Updated OpportunityTriggers when an opportunity is updated.
Trigger
Updated ProjectTriggers when a project is updated.
Trigger
Updated QuoteTriggers when a quote is updated.
Trigger
Updated Service CallTriggers when an existing service call is updated.
Trigger
Updated TaskTriggers when a project task is updated.
Trigger
Updated TicketTriggers when an existing ticket is updated.
Trigger
Updated Time EntryTriggers when a time entry is updated.
Action
Find CompanyFinds companies by ID, name or phone.
Action
Find ContactFinds contacts by ID, email, name or company.
Action
Find ContractFinds contracts by ID, company or name.
Action
Find CountryFinds countries by ID, code or name.
Action
Find CurrencyFinds currencies by ID or code.
Action
Find OpportunityFinds opportunities by ID, company or title.
Action
Find QuoteFinds quotes by ID, company, opportunity or name.
Action
Find ResourceFinds resources (users) by ID, email, username or last name.
Action
Find TicketFinds tickets by ID, ticket number, company or title.
Trigger
New Funnel SubscriptionTriggers when someone subscribes to the chosen Zenler marketing funnel.
Trigger
New SaleTriggers when a student enrolls in a course, free or paid, with the sale's price, coupon and gateway.
Trigger
New UserTriggers when a new user signs up on your Zenler site.
Action
Delete UserDeletes a user from your Zenler site.
Action
Enroll UserEnrolls a Zenler user into a course.
Action
Get CourseReturns one Zenler course's name, subtitle, thumbnail and owner.
Action
Get UserReturns one Zenler user's name, email, contact details and roles.
Action
List CoursesReturns courses on your Zenler site.
Action
List FunnelsReturns your Zenler marketing funnels.
Action
List Live ClassesReturns your Zenler live classes and their schedules.
Action
List Live WebinarsReturns your Zenler live webinars and their schedules.
Action
List UsersReturns users on your Zenler site, optionally filtered by search text or role.
Action
Register Live ClassRegisters a person for a Zenler live class.
Action
Register Live WebinarRegisters a person for a Zenler live webinar.
Action
Subscribe FunnelSubscribes a person to one of your Zenler marketing funnels.
Action
Unenroll UserUnenrolls a Zenler user from a course.
Action
Unregister Live ClassRemoves a person's registration from a Zenler live class.
Action
Unregister Live WebinarRemoves a person's registration from a Zenler live webinar.
Action
Unsubscribe FunnelUnsubscribes an email address from a Zenler marketing funnel.
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 Zenler
HubSpot to ZenlerHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ZenlerSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to ZenlerSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to ZenlerGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ZenlerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ZenlerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Autotask and Zenler, 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 Zenler when something happens in Autotask?
Any of Zenler's 16 actions, including Enroll User, Get Course, Get User and List Courses. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zenler to Autotask?
Yes. When something happens in Zenler, your agent can act in Autotask too. This page covers both directions: Zenler's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Zenler?
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 Zenler 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.