Integration
Connect ConnectWise Manage and Trail
When New Territory fires in ConnectWise Manage, your agent runs Create Task in Trail, or Task Completed in Trail 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 Trail 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 Trail can do together
From ConnectWise Manage to Trail
When New Territory in ConnectWise Manage
then Create Task in Trail
From Trail 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 Trail
Triggers and actions 6 triggers · 20 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.
- Task Completed
Triggers when a task from the chosen Trail task templates is completed at any site.
- Create Task
Creates a task at a Trail site from an automated task template, with an optional due window and description.
- Find Tasks
Returns the Trail tasks due in a date range for the chosen task templates, with their status and completion details.
- Get Scores
Returns Trail task-completion scores for each day, week or month in a date range, optionally filtered by site, area, tag or template.
- Get Task
Returns one Trail task by its ID, including its checklist, comments and tags.
- Get Task Checklists
Returns the checklist items and their completion status for the given Trail tasks.
- Get Task Comments
Returns the comments left on the given Trail tasks.
- Get Task Record Logs
Returns the record logs (recorded readings and values) for the given Trail tasks.
- List Areas
Returns all areas (groups of sites) in your Trail account.
- List Sites
Returns all sites (locations) in your Trail account.
- List Tags
Returns all tags in your Trail account.
- List Task Templates
Returns all task templates in your Trail account.
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 Trail
Questions
ConnectWise Manage and Trail, 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 Trail when something happens in ConnectWise Manage?
Any of Trail's 11 actions, including Create Task, Find Tasks, Get Scores and Get Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Trail to ConnectWise Manage?
Yes. When something happens in Trail, your agent can act in ConnectWise Manage too. This page covers both directions: Trail's triggers and ConnectWise Manage's actions are listed here as well.
Do I have to build a connector for ConnectWise Manage or Trail?
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 Trail 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.