Integration
Connect Chaport and ConnectWise Manage
When Chat Stage Updated (instant) fires in Chaport, your agent runs Create Ticket Note in ConnectWise Manage, or New Territory in ConnectWise Manage to Send a Message in Chaport. 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 Chaport and ConnectWise Manage 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 Chaport and ConnectWise Manage can do together
From Chaport to ConnectWise Manage
When Chat Stage Updated (instant) in Chaport
then Create Ticket Note in ConnectWise Manage
When New Chat Started in Chaport
then Update Ticket in ConnectWise Manage
From ConnectWise Manage to Chaport
When New Territory in ConnectWise Manage
then Send a Message in Chaport
When New Ticket Note in ConnectWise Manage
then Create an Operator in Chaport
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 Chaport and ConnectWise Manage
Triggers and actions 13 triggers · 21 actions
Trigger
Chat Closed (instant)Fires when a chat is closed. Webhook event: chat.closed.
Trigger
Chat FinishedTriggers when chat is finished.
Trigger
Chat Stage Updated (instant)Fires when a chat's stage changes. Webhook event: chat.stageUpdated.
Trigger
Message Read (instant)Fires when a message is read. Webhook event: message.read.
Trigger
New Chat StartedTriggers when chat is started.
Trigger
New Message Sent (instant)Fires when a new message is sent in a chat. Webhook event: message.sent.
Trigger
New Visitor (instant)Fires when a new visitor is created. Webhook event: visitor.created.
Trigger
Visitor UpdatedTriggers when visitor data is updated.
Action
Create an OperatorAdds a new operator to your Chaport account and returns the created operator.
Action
Delete a MessageDeletes one message from a Chaport chat. Identify the visitor and the message you want removed.
Action
Delete an OperatorRemoves an operator from your Chaport account.
Action
List OperatorsReturns every operator in your Chaport account, with each operator's name, email, role and status.
Action
List VisitorsReturns the visitors in your Chaport account, one page at a time.
Action
Retrieve an OperatorReturns one Chaport operator with their name, email, role, job title and current status.
Action
Retrieve a VisitorReturns one Chaport visitor with their name, contact details, notes and any custom data held about them.
Action
Retrieve Last Visitor ChatReturns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.
Action
Send a MessagePosts a message into a Chaport visitor's chat, starting a chat if there isn't one open.
Action
Update an OperatorUpdates a Chaport operator's details. Anything you leave blank keeps its current value.
Action
Update a VisitorUpdates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.
Action
Update Operator StatusSets a Chaport operator's availability status, such as online or offline, optionally for a limited time.
Trigger
New TerritoryTriggers when a new territory (called a location in the ConnectWise API) is added in ConnectWise Manage.
Trigger
New Ticket NoteTriggers when a new note is added to a ConnectWise Manage service ticket.
Trigger
New/Updated ContactTriggers when a contact is created or updated in ConnectWise Manage.
Trigger
New/Updated ProjectTriggers when a project is created or updated in ConnectWise Manage.
Trigger
New/Updated TicketTriggers when a service ticket is created or updated in ConnectWise Manage.
Action
Attach a File to a RecordAttaches a file from a URL to a ConnectWise Manage record such as a ticket, company, contact or project.
Action
Create CompanyCreates a new company in ConnectWise Manage.
Action
Create Ticket NoteAdds a note to a ConnectWise Manage service ticket.
Action
Find CompanyFinds a company in ConnectWise Manage by name and returns the first match.
Action
Find ContactFinds a contact in ConnectWise Manage by email address.
Action
Find FileFinds a file attached to a ConnectWise Manage record (ticket, company, contact, project and so on), optionally by title.
Action
Find TicketFinds a service ticket in ConnectWise Manage by summary, returning the newest match.
Action
Update CompanyUpdates an existing company in ConnectWise Manage; only the fields you fill in are changed.
Action
Update TicketUpdates an existing ConnectWise Manage service ticket; only the fields you fill in are changed.
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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Questions
Chaport and ConnectWise Manage, answered
What can start an automation from Chaport?
Any of Chaport's 8 triggers in the catalog, including Chat Stage Updated (instant), New Chat Started, New Message Sent (instant) and New Visitor (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in ConnectWise Manage when something happens in Chaport?
Any of ConnectWise Manage's 9 actions, including Create Company, Create Ticket Note, Update Company and Update Ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ConnectWise Manage to Chaport?
Yes. When something happens in ConnectWise Manage, your agent can act in Chaport too. This page covers both directions: ConnectWise Manage's triggers and Chaport's actions are listed here as well.
Do I have to build a connector for Chaport or ConnectWise Manage?
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 Chaport and ConnectWise Manage 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.