--- title: "Connect CallRail to Coworks - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"List CRM contacts and leads\" in Coworks." canonical: "https://apiant.ai/connect/callrail-to-coworks" --- # Connect CallRail to Coworks When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **List CRM contacts and leads** in [Coworks](https://apiant.ai/connections/coworks). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers Coworks **10** triggers Coworks **7** 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 Coworks 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 Coworks - When **Outbound Call Completed** in CallRail then **List CRM contacts and leads** in Coworks - When **SMS Received** in CallRail then **Get room occupancy** in Coworks 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 Coworks ## Triggers and actions 15 triggers · 7 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 **Contact Updated** Triggers when a contact in your Coworks CRM is created or changed. - Trigger **CRM Entry Updated** Triggers when a CRM contact or lead is added or changed in Coworks. - Trigger **Lead Updated** Triggers when a lead in Coworks is created or changed, including changes to its status, custom fields, or any other returned detail. - Trigger **Member Deactivate** Triggered when a member is deactivated and is no longer an active member. - Trigger **Member Updated** Triggers when a member is added or any of a member's details change. - Trigger **New Checkin** Triggered when a new check-in is recorded for a member, visitor or passport holder in your Coworks community. - Trigger **New Contact** Triggered when a new contact is created in your Coworks CRM. - Trigger **New CRM Entry** Triggered when a new CRM entry, either a contact or a lead, is created. - Trigger **New Lead** Triggers when a new lead is created in the Coworks CRM. - Trigger **New Member** Triggered when a new member is created in your Coworks community. - Action **Get room occupancy** Returns the rooms at a campus with their occupancy, optionally limited to one room type. - Action **List active memberships** Returns the community's paid memberships, optionally limited to one status. Free subscriptions are not included. - Action **List checkins** Returns check-ins for your Coworks community, optionally filtered by campus, check-in type, date range or person name. - Action **List CRM contacts and leads** Returns the contacts and leads in your Coworks CRM, optionally filtered by campus, type, lead status, source and date. - Action **List members** Returns the members of your Coworks community, optionally narrowed to specific teams or a campus, and optionally including inactive members. - Action **List rooms** Returns the rooms at a campus, optionally narrowed to one room type. - Action **List teams** Returns the teams in your Coworks community, optionally narrowed by team, campus, or join date. ## 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) - [ **Coworks** Coworks is a coworking management platform solution for automating running a coworking space.](https://apiant.ai/connections/coworks) 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 Coworks - [ **ActiveCampaign to Coworks** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-coworks) - [ **Airtable to Coworks** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-coworks) - [ **Asana to Coworks** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-coworks) - [ **ClickUp to Coworks** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-coworks) - [ **Brevo to Coworks** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-coworks) - [ **Calendly to Coworks** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-coworks) Questions ## CallRail and Coworks, 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 Coworks when something happens in CallRail? Any of Coworks's 7 actions, including Get room occupancy, List active memberships, List checkins and List CRM contacts and leads. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Coworks to CallRail? Coworks has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Coworks's API documentation and adds it. ### ### Do I have to build a connector for CallRail or Coworks? 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 Coworks without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Coworks 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.