--- title: "Connect CallRail to DoneThat - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Add Project\" in DoneThat." canonical: "https://apiant.ai/connect/callrail-to-donethat" --- # Connect CallRail to DoneThat When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Add Project** in [DoneThat](https://apiant.ai/connections/donethat). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers DoneThat **1** trigger DoneThat **6** 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 DoneThat 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 DoneThat - When **Outbound Call Completed** in CallRail then **Add Project** in DoneThat - When **SMS Received** in CallRail then **Edit Project** in DoneThat 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 DoneThat ## Triggers and actions 6 triggers · 6 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 Project** Triggers when a project is created within the lookback window. Recommended Zap poll interval: 1 hour or longer. - Action **Add Project** Creates a new DoneThat project. - Action **Archive Project** Archives or unarchives a DoneThat project. - Action **Edit Project** Updates an existing DoneThat project. - Action **Find Project** Find projects by name (optional filter). - Action **Get Summary** Returns the formatted DoneThat summary for a given date and level (day, week, month, quarter or year). - Action **Search** Search DoneThat task and activity history. ## 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) - [ **DoneThat** DoneThat is a time tracking tool that uses AI to understand screen activity and automatically organize work...](https://apiant.ai/connections/donethat) Reviews ## What our customers say ## More from CallRail - [ **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](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) - [ **CallRail to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/callrail-to-google-calendar) ## More into DoneThat - [ **ActiveCampaign to DoneThat** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-donethat) - [ **Airtable to DoneThat** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-donethat) - [ **Asana to DoneThat** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-donethat) - [ **ClickUp to DoneThat** 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-donethat) - [ **Discord to DoneThat** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-donethat) - [ **Brevo to DoneThat** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-donethat) Questions ## CallRail and DoneThat, 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 DoneThat when something happens in CallRail? Any of DoneThat's 6 actions, including Add Project, Edit Project, Find Project and Get Summary. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DoneThat to CallRail? DoneThat has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads DoneThat's API documentation and adds it. ### ### Do I have to build a connector for CallRail or DoneThat? 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 DoneThat without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in DoneThat 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.