Integration
Connect ConnectWise Manage and Easify
When New Territory fires in ConnectWise Manage, your agent runs Create Contact in Easify, or New Contact in Easify to Find Contact in ConnectWise Manage. 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 ConnectWise Manage and Easify 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 ConnectWise Manage and Easify can do together
From ConnectWise Manage to Easify
When New Territory in ConnectWise Manage
then Create Contact in Easify
From Easify to ConnectWise Manage
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 ConnectWise Manage and Easify
Triggers and actions 7 triggers · 25 actions
- New Territory
Triggers when a new territory (called a location in the ConnectWise API) is added in ConnectWise Manage.
- New Ticket Note
Triggers when a new note is added to a ConnectWise Manage service ticket.
- New/Updated Contact
Triggers when a contact is created or updated in ConnectWise Manage.
- New/Updated Project
Triggers when a project is created or updated in ConnectWise Manage.
- New/Updated Ticket
Triggers when a service ticket is created or updated in ConnectWise Manage.
- Attach a File to a Record
Attaches a file from a URL to a ConnectWise Manage record such as a ticket, company, contact or project.
- Create Company
Creates a new company in ConnectWise Manage.
- Create Ticket Note
Adds a note to a ConnectWise Manage service ticket.
- Find Company
Finds a company in ConnectWise Manage by name and returns the first match.
- Find Contact
Finds a contact in ConnectWise Manage by email address.
- Find File
Finds a file attached to a ConnectWise Manage record (ticket, company, contact, project and so on), optionally by title.
- Find Ticket
Finds a service ticket in ConnectWise Manage by summary, returning the newest match.
- Update Company
Updates an existing company in ConnectWise Manage; only the fields you fill in are changed.
- Update Ticket
Updates an existing ConnectWise Manage service ticket; only the fields you fill in are changed.
- New Contact
Triggers when a new contact is added in Easify.
- New SMS
Triggers when a new SMS is sent or received on your Easify account.
- Create Contact
Creates a contact in one of your Easify contact groups.
- Create Contact Group
Creates an Easify contact group.
- Delete Contact
Deletes an Easify contact.
- Delete Contact Group
Deletes an Easify contact group.
- DNC Scrub Phone Number
Checks a US phone number against the Do Not Call registry.
- Get Email Status
Returns the delivery status of an email sent with Send Email.
- Get SMS Status
Returns the delivery status of an SMS sent with Send SMS.
- List Contact Groups
Returns your Easify contact groups, one page at a time.
- List Contacts
Returns your Easify contacts, optionally only those in one contact group.
- List Email Senders
Returns the email sender addresses on your Easify account.
- List Phone Numbers
Returns the phone numbers on your Easify account that you can send from.
- List SMS Templates
Returns your saved Easify SMS templates.
- Send Email
Sends an email to one recipient from one of your Easify senders.
- Send SMS
Sends an SMS or MMS from one of your Easify numbers.
- Update Contact
Updates an existing Easify contact.
- Update Contact Group
Renames an Easify contact group.
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
More from ConnectWise Manage
ConnectWise Manage to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
ConnectWise Manage to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ConnectWise Manage to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ConnectWise Manage to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
ConnectWise Manage to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
ConnectWise Manage to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Easify
ActiveCampaign to EasifyActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to EasifyOrganize anything with Airtable, a modern database created for everyone.
Asana to EasifyAsana is a collaborative information manager for workspace.
ClickUp to EasifyClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to EasifyDiscord is an all-in-one voice and text chat for gamers.
Brevo to EasifyBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
ConnectWise Manage and Easify, answered
What can start an automation from ConnectWise Manage?
Any of ConnectWise Manage's 5 triggers in the catalog, including New Territory, New Ticket Note, New/Updated Contact and New/Updated Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Easify when something happens in ConnectWise Manage?
Any of Easify's 16 actions, including Create Contact, Create Contact Group, Send Email and Send SMS. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Easify to ConnectWise Manage?
Yes. When something happens in Easify, your agent can act in ConnectWise Manage too. This page covers both directions: Easify's triggers and ConnectWise Manage's actions are listed here as well.
Do I have to build a connector for ConnectWise Manage or Easify?
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 ConnectWise Manage and Easify 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.