Integration
Connect Autotask to PheedLoop
When New Company fires in Autotask, your agent runs Get order in PheedLoop. 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 PheedLoop 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 can start in PheedLoop
When New Company in Autotask
then Get order in PheedLoop
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 PheedLoop
Triggers and actions 19 triggers · 40 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.
- Add exhibitor
Creates an exhibitor in an event.
- Add session
Creates a session in an event.
- Create Attendee
Adds an attendee to an event, or updates them if they are already attending another event in your organization.
- Delete Attendee
Removes attendees from an event by their codes.
- Event Check In
Checks one or more attendees in to an event and returns which attendees were checked in and which could not be.
- Get attendee
Returns one attendee of a PheedLoop event, including their contact details, tags, check-in status and metadata.
- Get event
Returns a single PheedLoop event by its event code, including its dates, location, registration counts and custom fields.
- Get order
Returns one order (registration) for a PheedLoop event, looked up by its registration code, including totals, purchases and custom fields. An error occurs if the order is not found.
- List attendees
Returns the attendees of a PheedLoop event, optionally narrowed by name, email, organization or check-in status.
- List events
Returns all events in your PheedLoop organization, optionally narrowed by when they were last updated or whether they are virtual.
- List exhibitors
Returns the exhibitors for a PheedLoop event, optionally narrowed to those whose name contains the given text.
- List orders
Returns the orders (registrations) for a PheedLoop event, optionally limited to those updated within a date range.
- List products
Returns the exhibitor or sponsor products for a PheedLoop event, such as booths, sponsorship tiers and add-ons, with their prices and availability.
- List sessions
Returns the sessions of a PheedLoop event, optionally only those whose title contains given text.
- Update Attendee
Updates an existing attendee's details in an event.
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 PheedLoop
Questions
Autotask and PheedLoop, 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 PheedLoop when something happens in Autotask?
Any of PheedLoop's 15 actions, including Create Attendee, Update Attendee, Add exhibitor and Add session. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PheedLoop to Autotask?
PheedLoop has no triggers in the catalog today, so automations start in Autotask. If you need the other direction, ask: your agent reads PheedLoop's API documentation and adds it.
Do I have to build a connector for Autotask or PheedLoop?
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 PheedLoop 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.