--- title: "Connect CallRail to Asana - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Add tag to task\" in Asana." canonical: "https://apiant.ai/connect/callrail-to-asana" --- # Connect CallRail to Asana When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Add tag to task** in [Asana](https://apiant.ai/connections/asana). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers Asana **10** triggers Asana **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 Asana 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 Asana - When **Outbound Call Completed** in CallRail then **Add tag to task** in Asana - When **SMS Received** in CallRail then **Add task to section** in Asana 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 Asana ## Triggers and actions 15 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 **Completed task in project** Triggered when any task is completed in the selected project. - Trigger **New comment on task** Triggered when any new comment is made to the selected task. - Trigger **New or updated task in project** Triggered when any task is added or updated in the specified project in the specified workspace. - Trigger **New project in workspace** Triggered when a new project is added to the selected workspace. - Trigger **New story on task** Triggered when any new story is made to the selected task. - Trigger **New tag in workspace** Triggered when a new tag is added to the selected workspace. - Trigger **New task assigned to you in workspace** Triggered when a task is assigned to you in the selected workspace. - Trigger **New team in workspace** Triggered when a new team is added to the selected workspace. - Trigger **New user** Triggered when a new user is created. - Trigger **New workspace** Triggered when a new workspace is created. - Action **Add attachment** Upload an attachment to a task. - Action **Add tag to task** Adds an existing tag to a task. - Action **Add task to section** Moves a task into a section of a project. - Action **Associate task to project** Associates a newly created task to a specified project in the specified workspace. - Action **Complete task** Marks a task as completed. - Action **Create new comment** Creates a new comment on the specified task. - Action **Create new project** Creates a new project in the specified workspace. - Action **Create new task** Creates a new task in a workspace or project. - Action **Create section in project** Creates a new section within a project. - Action **Create subtask** Creates a subtask under an existing parent task. - Action **Delete comment** Delete a comment (story) by gid. - Action **Delete project** Delete a project by gid. - Action **Delete task** Permanently deletes a task. - Action **Duplicate task** Creates a copy of an existing task. - Action **Find tasks in project** Returns the tasks belonging to a project. - Action **Get project** Fetch a single project by its gid. - Action **Get task by ID** Returns a single task's details by its ID. - Action **Get user** Fetch a single user by gid (or 'me'). - Action **List attachments** List attachments on a task. - Action **List projects** List projects in a workspace, optionally filtered by team. - Action **List users** List users in a workspace. - Action **Remove tag from task** Removes a tag from a task. - Action **Update project** Update a project's fields (name, notes, due date, etc). - Action **Update task** Updates an existing task's fields. ## 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) - [ **Asana** Asana is a collaborative information manager for workspace.](https://apiant.ai/connections/asana) 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 Asana - [ **Gmail to Asana** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-asana) - [ **Mailchimp to Asana** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-asana) - [ **Notion to Asana** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-asana) - [ **Airtable to Asana** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-asana) - [ **PandaDoc to Asana** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/pandadoc-to-asana) - [ **Airbrake to Asana** Airbrake collects errors generated by other applications, and aggregates the results for review.](https://apiant.ai/connect/airbrake-to-asana) Questions ## CallRail and Asana, 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 Asana when something happens in CallRail? Any of Asana's 24 actions, including Create new comment, Create new project, Create new task and Create section in project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Asana to CallRail? Asana has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Asana's API documentation and adds it. ### ### Do I have to build a connector for CallRail or Asana? 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 Asana without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Asana 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.