Integration
Connect CallRail to Alegra
When Outbound Call Completed fires in CallRail, your agent runs Create Contact in Alegra. 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 CallRail and Alegra 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 CallRail can start in Alegra
When Outbound Call Completed in CallRail
then Create Contact in Alegra
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 Alegra
Triggers and actions 9 triggers · 16 actions
- Form Captured
Triggers when a form is captured.
- 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.
- Phone Call Started
Triggers when an inbound phone call is started.
- SMS Received
Triggers when an SMS message is received.
- SMS Sent
Triggers when an SMS message is sent.
- New Contact
Triggers when a new contact is created in your Alegra account.
- New Estimate
Triggers when a new quote (estimate) is created in your Alegra account.
- New Invoice
Triggers when a new sales invoice is created in your Alegra account.
- New Item
Triggers when a new product or service is created in your Alegra account.
- Create Contact
Creates a contact (client or provider) in your Alegra account. Returns the created contact.
- Create Contact in Colombia
Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.
- Create Tax
Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.
- Find Contact
Searches the contacts in your Alegra account by name or identification. Returns the matching contacts.
- Find Contact in Argentina
Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.
- Find Contact in Chile
Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.
- Find Contact in Colombia
Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.
- Find Contact in Costa Rica
Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.
- Find Contact in Mexico
Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.
- Find Contact in Panama
Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.
- Find Contact in Peru
Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.
- Find Invoice
Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.
- Find Item
Searches the products and services in your Alegra account. Returns the matching items.
- Find Tax
Finds a tax in your Alegra account by name. Returns the matching tax and its id.
- Update Contact
Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.
- Update Contact in Colombia
Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are 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
More from CallRail
CallRail to VercelVercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.
CallRail to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CallRail to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CallRail to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CallRail to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
CallRail to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Alegra
QuickBooks Online to AlegraQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
ActiveCampaign to AlegraActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to AlegraOrganize anything with Airtable, a modern database created for everyone.
2Chat to Alegra2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
3Scribe to Alegra3Scribe is the most accurate, automated text transcription available.
Questions
CallRail and Alegra, 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 Alegra when something happens in CallRail?
Any of Alegra's 16 actions, including Create Contact, Create Contact in Colombia, Create Tax and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Alegra to CallRail?
Alegra has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Alegra's API documentation and adds it.
Do I have to build a connector for CallRail or Alegra?
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 Alegra without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Alegra 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.