--- title: "Connect CallRail to Autotask - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Find Contact\" in Autotask." canonical: "https://apiant.ai/connect/callrail-to-autotask" --- # Connect CallRail to Autotask When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Find Contact** in [Autotask](https://apiant.ai/connections/autotask). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers Autotask **24** triggers Autotask **9** 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 Autotask 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 Autotask - When **Outbound Call Completed** in CallRail then **Find Contact** in Autotask - When **SMS Received** in CallRail then **Find Company** in Autotask 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 Autotask ## Triggers and actions 29 triggers · 9 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 Company** Triggers when a new company is created. - Trigger **New Company "To Do" Event** Triggers when a new to-do is added to a company. - Trigger **New Configuration Item** Triggers when a new configuration item is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Opportunity** Triggers when a new opportunity is created. - Trigger **New or Updated Ticket Note** Triggers when a ticket note is created or updated. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Quote** Triggers when a new quote is created. - Trigger **New Service Call** Triggers when a new service call is created. - Trigger **New Task** Triggers when a new project task is created. - Trigger **New Ticket** Triggers when a new ticket is created. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Updated Company** Triggers when a company is updated. - Trigger **Updated Company "To Do" Event** Triggers when an existing company to-do is updated. - Trigger **Updated Configuration Item** Triggers when a configuration item is updated. - Trigger **Updated Contact** Triggers when a contact is updated. - Trigger **Updated Opportunity** Triggers when an opportunity is updated. - Trigger **Updated Project** Triggers when a project is updated. - Trigger **Updated Quote** Triggers when a quote is updated. - Trigger **Updated Service Call** Triggers when an existing service call is updated. - Trigger **Updated Task** Triggers when a project task is updated. - Trigger **Updated Ticket** Triggers when an existing ticket is updated. - Trigger **Updated Time Entry** Triggers when a time entry is updated. - Action **Find Company** Finds companies by ID, name or phone. - Action **Find Contact** Finds contacts by ID, email, name or company. - Action **Find Contract** Finds contracts by ID, company or name. - Action **Find Country** Finds countries by ID, code or name. - Action **Find Currency** Finds currencies by ID or code. - Action **Find Opportunity** Finds opportunities by ID, company or title. - Action **Find Quote** Finds quotes by ID, company, opportunity or name. - Action **Find Resource** Finds resources (users) by ID, email, username or last name. - Action **Find Ticket** Finds tickets by ID, ticket number, company or title. ## 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) - [ **Autotask** Autotask provides an IT business management solution that combines service desk, CRM, projects, time and...](https://apiant.ai/connections/autotask) 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 Autotask - [ **ActiveCampaign to Autotask** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-autotask) - [ **Airtable to Autotask** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-autotask) - [ **Asana to Autotask** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-autotask) - [ **2Chat to Autotask** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-autotask) - [ **3Scribe to Autotask** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-autotask) - [ **5pm to Autotask** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-autotask) Questions ## CallRail and Autotask, 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 Autotask when something happens in CallRail? Any of Autotask's 9 actions, including Find Company, Find Contact, Find Contract and Find Country. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Autotask to CallRail? Autotask has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Autotask's API documentation and adds it. ### ### Do I have to build a connector for CallRail or Autotask? 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 Autotask without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Autotask 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.