--- title: "Connect CallRail to Geckoboard - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Create or Update Dataset\" in Geckoboard." canonical: "https://apiant.ai/connect/callrail-to-geckoboard" --- # Connect CallRail to Geckoboard When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Create or Update Dataset** in [Geckoboard](https://apiant.ai/connections/geckoboard). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers Geckoboard **5** 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 Geckoboard 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 Geckoboard - When **Outbound Call Completed** in CallRail then **Create or Update Dataset** in Geckoboard - When **SMS Received** in CallRail then **Append Dataset Data** in Geckoboard 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 Geckoboard ## Triggers and actions 5 triggers · 5 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. - Action **Append Dataset Data** Appends records to a dataset, keeping the most recent rows. - Action **Create or Update Dataset** Creates a new dataset or updates the schema of an existing one. - Action **Delete Dataset** Deletes a dataset and all of its data. - Action **Replace Dataset Data** Replaces all data in a dataset with the provided records. - Action **Verify API Key** Verifies the Geckoboard API key by hitting the root endpoint. Read-only. ## 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) - [ **Geckoboard** Geckoboard is a dashboard tool for displaying KPIs and live business metrics on TV dashboards.](https://apiant.ai/connections/geckoboard) 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 Geckoboard - [ **HubSpot to Geckoboard** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-geckoboard) - [ **Salesforce to Geckoboard** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-geckoboard) - [ **Slack to Geckoboard** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-geckoboard) - [ **Mailchimp to Geckoboard** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-geckoboard) - [ **Shopify to Geckoboard** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-geckoboard) - [ **Pipedrive to Geckoboard** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-geckoboard) Questions ## CallRail and Geckoboard, 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 Geckoboard when something happens in CallRail? Any of Geckoboard's 5 actions, including Create or Update Dataset, Append Dataset Data, Replace Dataset Data and Verify API Key. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Geckoboard to CallRail? Geckoboard has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Geckoboard's API documentation and adds it. ### ### Do I have to build a connector for CallRail or Geckoboard? 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 Geckoboard without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Geckoboard 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.