Integration
Connect Callingly and Exayard
When Call Completed fires in Callingly, your agent runs Create Project in Exayard, or Assessment Completed in Exayard to Update or Tag Lead in Callingly. 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 Callingly and Exayard 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 Callingly and Exayard can do together
From Callingly to Exayard
When Call Completed in Callingly
then Create Project in Exayard
From Exayard to Callingly
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 Callingly and Exayard
Triggers and actions 11 triggers · 21 actions
- Call Completed
Triggers when a call to a lead is made and completes in Callingly.
- Lead Created
Triggers when a new lead is added to Callingly.
- Lead Updated or Tagged
Triggers when a Callingly lead is tagged or its status, stage or result changes.
- New SMS
Triggers when a text message is sent or received in Callingly.
- Call Lead
Creates or updates a lead and immediately calls your team, connecting the first rep who answers to the lead.
- Delete Lead
Deletes a Callingly lead.
- Find Lead
Finds a Callingly lead by phone number and returns the first match.
- Get Call
Returns one Callingly call by its ID, with its outcome, duration, recording and transcript.
- Get Lead
Returns one Callingly lead by its ID, with its contact details and status.
- List Sequences
Returns the follow-up sequences in the Callingly account.
- List Teams
Returns the teams in the Callingly account.
- List Users
Returns the users (agents) in the Callingly account.
- Schedule Call
Creates or updates a lead and schedules a call from your team to the lead at the time you choose.
- Schedule SMS
Schedules a text message to an existing Callingly lead for a future time.
- Send SMS
Sends a text message from one of your Callingly numbers to a lead.
- Update or Tag Lead
Updates a Callingly lead's details, status, stage or tags.
- Assessment Completed
Webhook event assessment.completed.
- Bid Generated
Triggers when a bid document is generated from an approved estimate.
- Bid Won
Webhook event bid.won.
- Estimate Generated
Triggers when an estimate document is generated.
- New Project
Triggers when a new Exayard project is created.
- Project Updated
Webhook event project.updated (name, status or privacy changed).
- Quote Received
Webhook event quote.received.
- Add quote request
Creates a vendor quote request on a project, in requested status.
- Add vendor
Creates a vendor (supplier, subcontractor or rental company) in your Exayard company.
- Create Project
Creates a new project in Exayard.
- Delete project
Deletes (archives) a project in Exayard.
- Get project
Returns a single Exayard project with its name, status, privacy and timestamps.
- List projects
Returns the projects in an Exayard organization, optionally filtered by status or search text.
- List vendors
Returns the vendors (suppliers, subcontractors and rental companies) in an Exayard company, optionally filtered by type, kind, preferred status or search text.
- Send Test Webhook Event
Sends a signed sample event of the chosen type to a webhook endpoint.
- Update project
Updates an existing project's name, status, settings, tags or custom properties. Fields left blank are not 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
Callingly and Exayard, answered
What can start an automation from Callingly?
Any of Callingly's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Updated or Tagged and New SMS. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Exayard when something happens in Callingly?
Any of Exayard's 9 actions, including Create Project, Send Test Webhook Event, Update project and Add quote request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Exayard to Callingly?
Yes. When something happens in Exayard, your agent can act in Callingly too. This page covers both directions: Exayard's triggers and Callingly's actions are listed here as well.
Do I have to build a connector for Callingly or Exayard?
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 Callingly and Exayard 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.