Integration
Connect Autotask and Loopy Loyalty
When New Company fires in Autotask, your agent runs Send Individual Push Message in Loopy Loyalty, or Reward Earned in Loopy Loyalty to Create Contact in Autotask. 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 Autotask and Loopy Loyalty 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 Autotask and Loopy Loyalty can do together
From Autotask to Loopy Loyalty
When New Company in Autotask
then Send Individual Push Message in Loopy Loyalty
From Loopy Loyalty to Autotask
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 Autotask and Loopy Loyalty
Triggers and actions 21 triggers · 39 actions
- New Company
Triggers when a new company is created.
- New Configuration Item
Triggers when a new configuration item is created.
- New Contact
Triggers when a new contact is created.
- New Invoice
Triggers when a new invoice is created.
- New Opportunity
Triggers when a new opportunity is created.
- New or Updated Ticket Note
Triggers when a ticket note is created or updated.
- New Project
Triggers when a new project is created.
- New Quote
Triggers when a new quote is created.
- New Ticket
Triggers when a new ticket is created.
- New Time Entry
Triggers when a new time entry is created.
- Updated Company
Triggers when a company is updated.
- Updated Company "To Do" Event
Triggers when an existing company to-do is updated.
- Updated Configuration Item
Triggers when a configuration item is updated.
- Updated Contact
Triggers when a contact is updated.
- Updated Opportunity
Triggers when an opportunity is updated.
- Updated Project
Triggers when a project is updated.
- Updated Quote
Triggers when a quote is updated.
- Updated Service Call
Triggers when an existing service call is updated.
- Updated Ticket
Triggers when an existing ticket is updated.
- Create Company
Creates a company and returns its ID.
- Create Company To-Do
Creates a to-do for a company and returns its ID.
- Create Contact
Creates a contact under a company and returns its ID.
- Create Expense Report
Creates an expense report and returns its ID.
- Create Opportunity
Creates an opportunity and returns its ID.
- Create Quote
Creates a quote and returns its ID.
- Create Task
Creates a task in a project and returns its ID.
- Create Ticket
Creates a ticket for a company and returns its ID.
- Create Ticket Note
Adds a note to a ticket and returns its ID.
- Create Time Entry
Creates a time entry against a ticket or task and returns its ID.
- Find Company
Finds companies by ID, name or phone.
- Find Contact
Finds contacts by ID, email, name or company.
- Find Contract
Finds contracts by ID, company or name.
- Find Country
Finds countries by ID, code or name.
- Find Currency
Finds currencies by ID or code.
- Find Opportunity
Finds opportunities by ID, company or title.
- Find Quote
Finds quotes by ID, company, opportunity or name.
- Find Resource
Finds resources (users) by ID, email, username or last name.
- Find Ticket
Finds tickets by ID, ticket number, company or title.
- Update Company
Updates the fields you supply on an existing company.
- Update Contact
Updates the fields you supply on an existing contact.
- Update Opportunity
Updates the fields you supply on an existing opportunity.
- Update Quote
Updates the fields you supply on an existing quote.
- Update Task
Updates the fields you supply on an existing project task.
- Update Ticket
Updates the fields you supply on an existing ticket.
- Reward Earned
Triggers when a customer earns a reward on their loyalty card.
- Reward Forfeited
Triggers when a reward is forfeited because stamps were deducted from a customer's loyalty card.
- Add campaign
Creates a new loyalty campaign (stamp card design) in Loopy Loyalty and returns its id.
- Add location
Creates a new store location on your Loopy Loyalty account, used for location-based lock-screen messages on customer cards.
- Delete campaign
Permanently deletes a loyalty campaign, invalidating all of its cards and data.
- Delete card
Permanently deletes a customer's loyalty card and its data.
- Enroll Customer
Enrolls a customer in a loyalty card programme and returns their new card ID and the link to install the card.
- Find a Customer
Returns a customer's loyalty card by its card ID, including stamp and reward totals and the customer's details.
- Find a Customer by Unique Id
Finds a customer's loyalty card by their email, phone or other unique value.
- Get campaign
Returns a loyalty campaign's full details, including its rewards, design, locations and enrolment fields.
- Get card
Returns a loyalty card by its ID, including the customer's details, stamp and reward progress, and optionally its rewards and events.
- List campaigns
Returns all loyalty campaigns in the Loopy Loyalty account.
- List locations
Returns all the store locations set up on your Loopy Loyalty account, with their names, addresses and coordinates.
- Send Individual Push Message
Sends a push message to one customer's loyalty card.
- Send Push Messages
Sends a push message to every holder of a campaign's loyalty card.
- Update campaign
Updates an existing loyalty campaign's settings, such as its name, rewards, design, expiry and business details. Only the fields you fill in are changed.
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
Autotask and Loopy Loyalty, answered
What can start an automation from Autotask?
Any of Autotask's 19 triggers in the catalog, including New Company, New Configuration Item, New Contact and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Loopy Loyalty when something happens in Autotask?
Any of Loopy Loyalty's 14 actions, including Send Individual Push Message, Send Push Messages, Update campaign and Add campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Loopy Loyalty to Autotask?
Yes. When something happens in Loopy Loyalty, your agent can act in Autotask too. This page covers both directions: Loopy Loyalty's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask or Loopy Loyalty?
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 Autotask and Loopy Loyalty 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.