Integration
Connect ConnectWise Manage and Guru
When New Territory fires in ConnectWise Manage, your agent runs Add User to Group in Guru, or Card Created in Guru to Create Ticket Note 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 Guru 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 Guru can do together
From ConnectWise Manage to Guru
When New Territory in ConnectWise Manage
then Add User to Group in Guru
When New Ticket Note in ConnectWise Manage
then Create Card in Guru
From Guru to ConnectWise Manage
When Card Created in Guru
then Create Ticket Note in ConnectWise Manage
When Card Updated in Guru
then Update Ticket in 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 Guru
Triggers and actions 13 triggers · 20 actions
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.
Trigger
Announcement SentTriggers when a new Announcement is sent to your Guru team.
Trigger
Card CreatedTriggers when a new Card is published in Guru.
Trigger
Card UnverifiedTriggers when a Guru Card becomes unverified and needs review.
Trigger
Card UpdatedTriggers when a Guru Card is edited.
Trigger
New CollectionTriggers when a new Collection is created in your Guru team.
Trigger
New FolderTriggers when a new Folder is created in Guru.
Trigger
New GroupTriggers when a new user Group is created in your Guru team.
Trigger
User Added to GroupTriggers when a user is added to the chosen Guru Group.
Action
Add User to GroupAdds a team member to a Guru Group by email address.
Action
Archive CardArchives a Guru Card so it no longer appears in its Collection.
Action
Ask a QuestionAsks Guru a question and returns the AI answer drawn from your team's knowledge.
Action
Create CardCreates a new Guru Card with a title and content in a Collection.
Action
Create GroupCreates a new user Group in your Guru team.
Action
Find CardFinds Guru Cards matching search terms and returns the best match.
Action
Find TagReturns one Guru Tag by its ID.
Action
Remove User From GroupRemoves a team member from a Guru Group.
Action
Search With SourcesSearches Guru and connected sources, returning matching documents with their sources.
Action
Unverify CardMarks a Guru Card as unverified so its verifier is asked to review it.
Action
Verify CardMarks a Guru Card as verified by the connected user.
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 Guru
Google Sheets to GuruGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to GuruGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to GuruGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to GuruGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to GuruActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to GuruOrganize anything with Airtable, a modern database created for everyone.
Questions
ConnectWise Manage and Guru, 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 Guru when something happens in ConnectWise Manage?
Any of Guru's 11 actions, including Create Card, Create Group, Add User to Group and Ask a Question. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Guru to ConnectWise Manage?
Yes. When something happens in Guru, your agent can act in ConnectWise Manage too. This page covers both directions: Guru's triggers and ConnectWise Manage's actions are listed here as well.
Do I have to build a connector for ConnectWise Manage or Guru?
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 Guru 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.