Integration
Connect DoubleTick and LiveSwitch
When New Broadcast Group fires in DoubleTick, your agent runs Create Contact in LiveSwitch, or New Contact Matching Filter in LiveSwitch to Send WhatsApp Document Message in DoubleTick. 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 DoubleTick and LiveSwitch 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 DoubleTick and LiveSwitch can do together
From DoubleTick to LiveSwitch
When New Broadcast Group in DoubleTick
then Create Contact in LiveSwitch
From LiveSwitch to DoubleTick
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 DoubleTick and LiveSwitch
Triggers and actions 7 triggers · 51 actions
- New Broadcast Group
Triggers when a new broadcast group is created.
- New Chat
Triggers when a new chat appears in your inbox.
- Add Member to Broadcast Group
Adds a customer to a broadcast group.
- Assign Team Member to Customer
Assigns a customer's chat to a team member.
- Create Broadcast Group
Creates a broadcast group.
- Create Note
Adds a note to a customer chat.
- Delete Broadcast Group
Deletes a broadcast group.
- Delete Customer
Deletes a customer by phone number.
- Delete Template
Deletes a message template from a WhatsApp number.
- Get Chat Window Status
Checks whether a customer's 24-hour service window is open.
- Get Customer
Gets a customer's details by phone number.
- Get Message Status
Returns the delivery timeline of a sent message.
- Get Note
Gets a note by ID.
- Get Team Member
Gets a team member by phone number.
- Get Wallet Balance
Returns your organization's wallet balance.
- List Broadcast Groups
Lists your broadcast groups.
- List Channels
Lists your connected WhatsApp channels.
- List Team Members
Lists the team members in your organization.
- List Templates
Lists your WhatsApp message templates.
- Remove Member from Broadcast Group
Removes a customer from a broadcast group.
- Remove Tags or Custom Fields from Customer
Removes tags and custom fields from a customer.
- Send WhatsApp Document Message
Sends a document from a URL to a customer.
- Send WhatsApp Image Message
Sends an image from a URL to a customer.
- Send WhatsApp Media Message
Send WhatsApp Media Message.
- Send WhatsApp Message
Send a whatsApp message to a contact
- Send WhatsApp Template Message
Send a pre-approved WhatsApp Message Template to a contact
- Send WhatsApp Video Message
Sends a video from a URL to a customer.
- Update Note
Changes a note's text.
- New Contact Matching Filter
Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.
- New Conversation Matching Filter
Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.
- New Guided Instructions
Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.
- New Project
Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.
- New Tag
Triggers when a new tag is created in LiveSwitch.
- Create Contact
Creates a new contact in LiveSwitch from a name, email or phone, and any custom attributes defined for contacts, and returns the created contact.
- Create Conversation
Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.
- Create Project
Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.
- Create Tag
Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.
- Find All Tags
Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.
- Find Contact by ID
Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.
- Find Contact by Phone
Returns the LiveSwitch contact that has the given phone number, including its custom attributes.
- Find Conversation by ID
Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.
- Find Conversations
Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.
- Find Document by ID
Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.
- Find Form by ID
Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.
- Find Form Submission by ID
Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.
- Find Guided Instructions
Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.
- Find Project by ID
Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.
- Find Projects
Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.
- Find Recording by ID
Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.
- Find Recordings by Conversation
Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.
- Find Recordings by Project
Returns the recordings that belong to the specified project, including their public links, status, type and tags.
- Find Snapshots by Project
Returns the snapshots attached to a LiveSwitch project, including their public links, captions and tags.
- Get Current User (Me)
Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.
- Get Organization Settings
Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.
- Update Contact
Updates an existing contact by ID, changing only the name, email, phone and custom attribute values you supply, and returns the updated contact.
- Update Conversation
Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.
- Update Project
Updates an existing project's name, external ID, status, tags, address, contacts and custom attributes, and returns the updated project. Only the fields you fill in are changed.
- Update Tag
Updates the name or display color of an existing tag and returns the updated tag.
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 DoubleTick
DoubleTick to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DoubleTick to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DoubleTick to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DoubleTick to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DoubleTick to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DoubleTick to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into LiveSwitch
Google Drive to LiveSwitchGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to LiveSwitchActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
DoubleTick and LiveSwitch, answered
What can start an automation from DoubleTick?
Any of DoubleTick's 2 triggers in the catalog, including New Broadcast Group and New Chat. Describe the moment in plain language and your agent picks the right one.
What can your agent do in LiveSwitch when something happens in DoubleTick?
Any of LiveSwitch's 25 actions, including Create Contact, Create Conversation, Create Project and Create Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LiveSwitch to DoubleTick?
Yes. When something happens in LiveSwitch, your agent can act in DoubleTick too. This page covers both directions: LiveSwitch's triggers and DoubleTick's actions are listed here as well.
Do I have to build a connector for DoubleTick or LiveSwitch?
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 DoubleTick and LiveSwitch 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.