Integration
Connect DoubleTick and MarketSharp
When New Broadcast Group fires in DoubleTick, your agent runs Find Contacts in MarketSharp, or New or Updated Contact in MarketSharp 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 MarketSharp 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 MarketSharp can do together
From DoubleTick to MarketSharp
When New Broadcast Group in DoubleTick
then Find Contacts in MarketSharp
From MarketSharp 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 MarketSharp
Triggers and actions 4 triggers · 48 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 or Updated Contact
Triggers when a MarketSharp contact is created or modified.
- New or Updated Inquiry
Triggers when a MarketSharp inquiry (lead) is created or modified.
- Add calendar event
Creates a calendar event in MarketSharp, optionally emailing the event's resources.
- Create Activity
Creates an activity (task) on a MarketSharp contact.
- Create or Update Appointment
Creates an appointment on a MarketSharp inquiry, or updates an existing appointment.
- Create or Update Job
Creates a job and its contract for a MarketSharp contact, or updates an existing job.
- Delete calendar event
Deletes a calendar event, either a single occurrence or an entire recurring series.
- Delete opportunity note
Deletes a note from an opportunity (inquiry) in MarketSharp.
- Find Appointments
Returns appointments matching a modified-date range, appointment-date range, salesperson, or list of inquiries.
- Find Contacts
Searches MarketSharp contacts by name, business, email, phone or zip and returns the matches.
- Find Inquiries
Searches inquiries by name, business, address, email or phone and returns the matching inquiries.
- Get Appointment
Returns one MarketSharp appointment by its ID.
- Get Contact
Returns one MarketSharp contact by its ID, with name, address, emails and phones.
- Get Inquiry
Returns one MarketSharp inquiry (lead) by its ID.
- Get Job
Returns one MarketSharp job by its ID.
- List Contact Inquiries
Returns every inquiry (lead) on a MarketSharp contact.
- List Contact Notes
Returns the notes on a MarketSharp contact.
- List divisions
Returns all divisions defined for the connected MarketSharp company.
- List Employees
Returns the employees of the MarketSharp company.
- List pricebook items
Returns the company's pricebook: every product type with its product details, unit prices and units of measure.
- List Primary Lead Sources
Returns the company's active primary lead sources.
- List secondary lead sources
Returns the company's secondary lead sources, optionally including inactive ones.
- Result appointment
Records the result of an appointment, with an optional result reason, notes and resulting employee, and returns the updated appointment.
- Update calendar event
Updates an existing MarketSharp calendar event, optionally emailing the event's resources.
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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Questions
DoubleTick and MarketSharp, 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 MarketSharp when something happens in DoubleTick?
Any of MarketSharp's 22 actions, including Create Activity, Create or Update Appointment, Create or Update Job and Update calendar event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from MarketSharp to DoubleTick?
Yes. When something happens in MarketSharp, your agent can act in DoubleTick too. This page covers both directions: MarketSharp's triggers and DoubleTick's actions are listed here as well.
Do I have to build a connector for DoubleTick or MarketSharp?
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 MarketSharp 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.