--- title: "Connect CallRail to Affinity - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Add field value\" in Affinity." canonical: "https://apiant.ai/connect/callrail-to-affinity" --- # Connect CallRail to Affinity When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Add field value** in [Affinity](https://apiant.ai/connections/affinity). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers Affinity **6** triggers Affinity **14** 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 Affinity 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 Affinity - When **Outbound Call Completed** in CallRail then **Add field value** in Affinity - When **SMS Received** in CallRail then **Add reminder** in Affinity 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 Affinity ## Triggers and actions 11 triggers · 14 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 **Field Value Changes** Triggers when a field value is added, updated or removed in Affinity. - Trigger **New List** Triggers when a new list is created in Affinity. - Trigger **New List Entry** Triggers when a new entry is added to an Affinity list. - Trigger **New Opportunity** Triggers when a new opportunity is added in Affinity. - Trigger **New Organization** Triggers when a new organization is added in Affinity. - Trigger **New Person** Triggers when a new person is added in Affinity. - Action **Add field value** Sets the value of a field on a list entry (a row on an Affinity list), such as a status dropdown, number, date, text, person or company field. - Action **Add reminder** Creates a one-time or recurring reminder in Affinity for a person, company or opportunity, assigned to an internal user. - Action **Delete opportunity** Deletes an opportunity in Affinity. - Action **Delete person** Deletes a person from Affinity. Internal people in your organization cannot be deleted. - Action **Find a List Entry** Finds an entry on an Affinity list by the name, email or domain of its person, organization or opportunity. - Action **Find an Organization** Finds Affinity organizations by name or domain and returns the best match. - Action **Find a Person** Finds Affinity persons by name or email address and returns the best match. - Action **Find opportunities** Finds opportunities whose name contains the text you give, returning the first match and all matches. - Action **Get an Opportunity** Returns one Affinity opportunity by ID, with its name and the list it belongs to. - Action **Get an Organization** Returns one Affinity organization (company) by ID, with its name and domains. - Action **Get a Person** Returns one Affinity person by ID, with their name and email addresses. - Action **List lists** Returns the lists in your Affinity workspace that you can view, optionally filtered by name. - Action **Update field value** Sets the value of a single field on a list entry (row) in an Affinity list, replacing its current value. - Action **Update opportunity** Renames an existing opportunity in Affinity. ## 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) - [ **Affinity** Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your...](https://apiant.ai/connections/affinity) Reviews ## What our customers say ## More from CallRail - [ **CallRail to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/callrail-to-vercel) - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) ## More into Affinity - [ **ActiveCampaign to Affinity** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-affinity) - [ **2Chat to Affinity** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-affinity) - [ **3Scribe to Affinity** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-affinity) - [ **5pm to Affinity** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-affinity) - [ **Abyssale to Affinity** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-affinity) - [ **Academy by Coassemble to Affinity** 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-affinity) Questions ## CallRail and Affinity, 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 Affinity when something happens in CallRail? Any of Affinity's 14 actions, including Update field value, Update opportunity, Add field value and Add reminder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Affinity to CallRail? Affinity has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Affinity's API documentation and adds it. ### ### Do I have to build a connector for CallRail or Affinity? 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 Affinity without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Affinity 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.