Integration
Connect Karlia to JobTread
When New Contact fires in Karlia, your agent runs Create Customer Contact in JobTread. 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 Karlia and JobTread 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)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 Karlia can start in JobTread
When New Contact in Karlia
then Create Customer Contact in JobTread
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 Karlia and JobTread
Triggers and actions 21 triggers · 54 actions
- Delete Equipment
Triggers when an equipement is deleted.
- Delete Event
Triggers when an event is deleted.
- Delete Note
Triggers when a note is deleted.
- Delete Opportunity
Triggers when an opportunity is deleted.
- Delete Product
Triggers when a product is deleted.
- Delete Project
Triggers when a project is deleted.
- Delete Project Subtask
Triggers when a project subtask is deleted.
- Delete Project Task
Triggers when a project task is deleted.
- Delete Task
Triggers when a task is deleted.
- Delete Ticket
Triggers when a ticket is deleted.
- Delete Time
Triggers when a time is deleted.
- New Contact
Triggers when a new contact is created.
- New Equipment
Triggers when a new equipment is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Product
Triggers when a new product is created.
- New Project
Triggers when a new project is created.
- New Project Subtask
Triggers when a new project subtask is created.
- New Project Task
Triggers when a new project task is created.
- New Task
Triggers when a new task is created.
- New Ticket
Triggers when a new ticket is created.
- New Time
Triggers when a new time is created.
- Create Contact
Adds a new contact to a Karlia customer or supplier.
- Create Event
Create an Event.
- Create Note
Creates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.
- Create Opportunity
Create an Opportunity.
- Create Project Subtask
Creates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.
- Create Project Task
Creates a task inside a Karlia project.
- Create Task
Create a Task.
- Create Ticket
Creates a ticket in a Karlia ticketing pipeline.
- Create Time
Create a Time.
- Delete Equipment
Deletes a piece of equipment from Karlia.
- Delete Event
Delete an event (calendar appointment) in Karlia.
- Delete Note
Delete a note in Karlia by its ID.
- Delete Opportunity
Deletes an opportunity.
- Delete Product
Delete a product in Karlia.
- Delete Project
Delete a project in Karlia.
- Delete Project Subtask
Deletes a subtask from a project task in Karlia.
- Delete Project Task
Deletes a task from a Karlia project.
- Delete Task
Delete a task in Karlia.
- Delete Ticket
Deletes a ticket in Karlia by its ID.
- Delete Time
Delete a time entry in Karlia.
- Find Contact
Returns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).
- Find Customer
Returns the Karlia customers that match the search criteria you supply, plus the first match on its own.
- Find Supplier
Returns the Karlia suppliers that match the specified search criteria.
- Get Contact
Show contact details
- Get Customer
Show customer details
- Get Opportunity
Show opportunity details
- Get Product
Show product details
- Get Project Subtask
Returns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.
- Get Supplier
Show supplier details
- Get Ticket
Retrieve one Karlia ticket by its ID.
- Get Time
Get one time entry from Karlia by its ID.
- List Projects
Lists the projects in your Karlia account.
- List Project Tasks
Lists the tasks of one Karlia project.
- List Webhook Events
Lists the event names a Karlia webhook can subscribe to.
- Assign Access
Grants a team member access to a JobTread record such as a job, so they can see and work on it.
- Create Comment
Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment.
- Create Customer
Creates a new customer account in your JobTread organization.
- Create Customer Contact
Creates a contact person on a JobTread customer account.
- Create Job
Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields.
- Create Location
Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer.
- Create Task
Creates a task or to-do on a JobTread job, customer/vendor account, or organization.
- Create Vendor
Creates a new vendor account in your JobTread organization.
- Create Vendor Contact
Creates a contact person on a vendor account in JobTread.
- Find a Customer
Finds customers in your JobTread organization by exact name and returns the matching customer records.
- Find a Job
Finds jobs in your JobTread organization by job name or job number and returns the matches.
- Find a Location
Finds JobTread locations in your organization by exact name and returns the first match plus all matches.
- Find a Membership
Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role.
- Find a Vendor
Finds vendors in a JobTread organization by exact name and returns the first match along with all matches.
- Import Task Template
Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date.
- Query API
Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover.
- Update Customer
Updates an existing customer in JobTread, such as its name, tax status or custom field values.
- Update Location
Updates an existing location's name, address, contact, tax settings or custom fields in JobTread.
- Update Vendor
Updates an existing vendor in JobTread, including its name, tax settings and custom field values.
- Upload Files
Uploads a file from a public URL into JobTread and attaches it to a job or other record.
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 Karlia
Karlia to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Karlia to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Karlia to MailchimpMailchimp marketing automation and email platform.
Karlia to StripeStripe is a payment processing platform for online businesses.
Karlia to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Karlia to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into JobTread
HubSpot to JobTreadHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to JobTreadGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to JobTreadGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to JobTreadGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Karlia and JobTread, answered
What can start an automation from Karlia?
Any of Karlia's 21 triggers in the catalog, including New Contact, New Equipment, New Opportunity and New Product. Describe the moment in plain language and your agent picks the right one.
What can your agent do in JobTread when something happens in Karlia?
Any of JobTread's 20 actions, including Create Comment, Create Customer, Create Customer Contact and Create Job. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from JobTread to Karlia?
JobTread has no triggers in the catalog today, so automations start in Karlia. If you need the other direction, ask: your agent reads JobTread's API documentation and adds it.
Do I have to build a connector for Karlia or JobTread?
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 Karlia and JobTread 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.