--- title: "Connect CallRail to ActiveCollab - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Add Comment to Task\" in ActiveCollab." canonical: "https://apiant.ai/connect/callrail-to-activecollab" --- # Connect CallRail to ActiveCollab When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Add Comment to Task** in [ActiveCollab](https://apiant.ai/connections/activecollab). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers ActiveCollab **5** triggers ActiveCollab **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CallRail and ActiveCollab to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What CallRail can start in ActiveCollab - When **Outbound Call Completed** in CallRail then **Add Comment to Task** in ActiveCollab - When **SMS Received** in CallRail then **Add task list** in ActiveCollab 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 CallRail and ActiveCollab ## Triggers and actions 10 triggers · 24 actions - Trigger **Form Captured** Triggers when a form is captured. - Trigger **Outbound Call Completed** Triggers after an outbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires. - Trigger **Phone Call Started** Triggers when an inbound phone call is started. - Trigger **SMS Received** Triggers when an SMS message is received. - Trigger **SMS Sent** Triggers when an SMS message is sent. - Trigger **New Project** Fires when a new active project is created in ActiveCollab. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Task List** Triggers when a new task list is created in a project in Active Collab. - Trigger **Task Closed** Triggers when a task is closed in Active Collab. - Trigger **Task Moved** Fires when an open task in the selected project lands in a task list it has not been seen in before (a task moved between task lists). Newly seen tasks also fire on first appearance. - Action **Add Comment to Discussion** Adds a new comment to discussion. - Action **Add Comment to Task** Creates a new comment in selected task. - Action **Add note** Create a note in a project. - Action **Add task list** Create a task list in a project. - Action **Add time record** Log time on a project or task. - Action **Add user** Create a user. - Action **Complete Project** Completes a project. - Action **Complete Task** Completes a task. - Action **Create Company** Creates a new company. - Action **Create Discussion** Creates a new discussion in a project. - Action **Create Project** Creates a new project. - Action **Create Task** Creates a task. - Action **Delete task** Moves a task in a project to trash. - Action **Get Discussion** Returns one discussion including its comments. - Action **Get project** Get a project by id. - Action **Get task** Get a task by id. - Action **Invite User to Project** Invites a new user to a project. - Action **List companies** List companies. - Action **List projects** List active projects. - Action **List task lists** List task lists in a project. - Action **List tasks** List open tasks in a project. - Action **List users** List users. - Action **Update project** Update a project. - Action **Update task** Update a task. ## Each app on its own - [ **CallRail** CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure...](https://apiant.ai/connections/callrail) - [ **ActiveCollab** ActiveCollab is a powerful yet simple workspace for task, project, team, client and billing management –...](https://apiant.ai/connections/activecollab) Reviews ## What our customers say ## More from CallRail - [ **CallRail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/callrail-to-hubspot) - [ **CallRail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/callrail-to-salesforce) - [ **CallRail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/callrail-to-slack) - [ **CallRail to Google Sheets** Google Sheets](https://apiant.ai/connect/callrail-to-google-sheets) - [ **CallRail to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/callrail-to-gmail) - [ **CallRail to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/callrail-to-google-calendar) ## More into ActiveCollab - [ **ActiveCampaign to ActiveCollab** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-activecollab) - [ **2Chat to ActiveCollab** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-activecollab) - [ **3Scribe to ActiveCollab** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-activecollab) - [ **5pm to ActiveCollab** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-activecollab) - [ **Abyssale to ActiveCollab** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-activecollab) - [ **Academy by Coassemble to ActiveCollab** Academy by Coassemble is a simple LMS platform that allows anyone to easily create and share courses.](https://apiant.ai/connect/academy-by-coassemble-to-activecollab) Questions ## CallRail and ActiveCollab, answered ### ### What can start an automation from CallRail? Any of CallRail's 5 triggers in the catalog, including Outbound Call Completed, SMS Received, Form Captured and Phone Call Started. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ActiveCollab when something happens in CallRail? Any of ActiveCollab's 24 actions, including Create Company, Create Discussion, Create Project and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ActiveCollab to CallRail? ActiveCollab has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads ActiveCollab's API documentation and adds it. ### ### Do I have to build a connector for CallRail or ActiveCollab? 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 CallRail and ActiveCollab without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in ActiveCollab 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.