Integration
Connect ConnectWise Manage and Peerdom
When New Territory fires in ConnectWise Manage, your agent runs Update Project in Peerdom, or New Group in Peerdom 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 Peerdom 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 Peerdom can do together
From ConnectWise Manage to Peerdom
When New Territory in ConnectWise Manage
then Update Project in Peerdom
When New Ticket Note in ConnectWise Manage
then Add Goal in Peerdom
From Peerdom to ConnectWise Manage
When New Group in Peerdom
then Create Ticket Note in ConnectWise Manage
When New Map in Peerdom
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 Peerdom
Triggers and actions 10 triggers · 34 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
New GroupTriggered when a new circle is created
Trigger
New MapTriggers when a new map is created.
Trigger
New PeerTriggers when a new peer is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New RoleTriggers when a new role is created.
Action
Add GoalCreate a goal on a role or circle.
Action
Assign Role to PeerAssigns an existing role to a peer in Peerdom.
Action
Create Draft MapCreates a new draft map in Peerdom (Drafts App must be activated).
Action
Create PeerCreates a new peer in Peerdom.
Action
Create RoleCreates a new role in Peerdom.
Action
Delete GoalDelete a goal by id.
Action
Delete GroupDelete a group by id.
Action
Delete PeerDelete a peer by id.
Action
Delete RoleDelete a role by id from a live or draft map.
Action
Get GroupGet a single group by id.
Action
Get PeerGet a single peer by id.
Action
Get Peer by E-MailGet Peer by a Given E-Mail.
Action
Get ProjectGet a single project by id.
Action
Get RoleGet a single role by id from a live or draft map.
Action
List GroupsList all groups.
Action
List MapsList all maps in the tenant.
Action
List PeersList all peers in the tenant.
Action
List ProjectsList all projects.
Action
List RolesList all roles.
Action
Unassign Peer From RoleUnassign peer from a given role.
Action
Update GoalUpdate a goal by id.
Action
Update GroupUpdates an existing group (circle, bubble, pod, etc.) in Peerdom.
Action
Update PeerUpdates an existing peer in Peerdom.
Action
Update ProjectUpdate a project by id.
Action
Update RoleUpdates an existing role in Peerdom.
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 Peerdom
HubSpot to PeerdomHubSpot is your all-in-one stop for all of your marketing software needs.
Gmail to PeerdomGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PeerdomGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PeerdomGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PeerdomMailchimp marketing automation and email platform.
ActiveCampaign to PeerdomActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
ConnectWise Manage and Peerdom, 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 Peerdom when something happens in ConnectWise Manage?
Any of Peerdom's 25 actions, including Create Draft Map, Create Peer, Create Role and Update Goal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Peerdom to ConnectWise Manage?
Yes. When something happens in Peerdom, your agent can act in ConnectWise Manage too. This page covers both directions: Peerdom's triggers and ConnectWise Manage's actions are listed here as well.
Do I have to build a connector for ConnectWise Manage or Peerdom?
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 Peerdom 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.