Integration
Connect CallPage and ClientSuccess
When New Call fires in CallPage, your agent runs Create Contact in ClientSuccess, or New Client in ClientSuccess to Create SMS Message in CallPage. 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 CallPage and ClientSuccess 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 CallPage and ClientSuccess can do together
From CallPage to ClientSuccess
When New Call in CallPage
then Create Contact in ClientSuccess
From ClientSuccess to CallPage
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 CallPage and ClientSuccess
Triggers and actions 6 triggers · 36 actions
- New Call
Triggers when a new call request appears in your CallPage call history, with the visitor's phone, status and form fields.
- Add Users to Widget
Adds users to a CallPage widget as managers.
- Call or Schedule
Calls a visitor now, or schedules the call for the first free slot.
- Create Call
Starts a CallPage call between a visitor's phone and the widget's available managers; schedules it if none are available.
- Create SMS Message
Creates a custom SMS message for a CallPage widget.
- Create Voice Message
Creates a custom voice message for a CallPage widget.
- Delete Manager
Removes a manager from a CallPage widget.
- Delete User
Deletes a CallPage user.
- Delete Widget
Deletes a CallPage widget.
- Get Call
Returns one CallPage call with its status, phone, visitor details and form fields.
- Get Manager
Returns one manager of a CallPage widget.
- Get User
Returns one CallPage user, looked up by user ID or email.
- Get Widget
Returns one CallPage widget with its managers.
- List Calls
Returns calls from the CallPage call history, optionally filtered by phone, widget URL or date range.
- List Managers
Returns the managers of a CallPage widget.
- List SMS Messages
Returns a CallPage widget's SMS messages.
- List Users
Returns the users in the CallPage account.
- List Voice Messages
Returns a CallPage widget's voice messages.
- List Widgets
Returns the account's CallPage widgets.
- Reset SMS Message
Resets a CallPage widget's SMS message (or all of them) to the default.
- Reset Voice Message
Resets a CallPage widget's voice message (or all of them) to the default.
- Update Call Field
Sets the value of a form field on a CallPage call.
- Update Manager
Updates a CallPage widget manager's status or working hours.
- Update SMS Message
Updates a CallPage widget's custom SMS message.
- Update User
Updates a CallPage user's name, phone, email or role.
- Update Voice Message
Updates a CallPage widget's custom voice message.
- Update Widget
Updates a CallPage widget's site, description, language, status or settings.
- New Client
Triggers when a new client is added in ClientSuccess.
- New Contact
Triggers when a new contact is created in ClientSuccess.
- New Contract
Triggers when a new contract is added to a ClientSuccess client.
- New Pulse
Triggers when a new pulse is recorded on a ClientSuccess client.
- New Task
Triggers when a new task is added in ClientSuccess.
- Create Client
Creates a new client (customer account) in ClientSuccess.
- Create Contact
Creates a new contact on a ClientSuccess client.
- Create Contract
Creates a new contract for a ClientSuccess client.
- Create Engagement Interaction
Logs an engagement interaction (client note) on a ClientSuccess client.
- Create Pulse
Records a new pulse (health sentiment) on a ClientSuccess client.
- Create Task
Creates a new task in ClientSuccess, optionally tied to a client.
- Find Client by External ID
Finds ClientSuccess clients whose external system ID matches the one given.
- Find Client by ID
Returns one ClientSuccess client by its UUID.
- Find Contact
Finds ClientSuccess contacts by email, name or client.
- Update Task
Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.
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
CallPage and ClientSuccess, answered
What can start an automation from CallPage?
Any of CallPage's 1 trigger in the catalog, including New Call. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ClientSuccess when something happens in CallPage?
Any of ClientSuccess's 10 actions, including Create Client, Create Contact, Create Contract and Create Engagement Interaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ClientSuccess to CallPage?
Yes. When something happens in ClientSuccess, your agent can act in CallPage too. This page covers both directions: ClientSuccess's triggers and CallPage's actions are listed here as well.
Do I have to build a connector for CallPage or ClientSuccess?
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 CallPage and ClientSuccess 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.