--- title: "Connect CallRail to Karbon - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Create Organization Contact\" in Karbon." canonical: "https://apiant.ai/connect/callrail-to-karbon" --- # Connect CallRail to Karbon When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Create Organization Contact** in [Karbon](https://apiant.ai/connections/karbon). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers Karbon **1** trigger Karbon **16** 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 Karbon 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 Karbon - When **Outbound Call Completed** in CallRail then **Create Organization Contact** in Karbon - When **SMS Received** in CallRail then **Create Person Contact** in Karbon 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 Karbon ## Triggers and actions 6 triggers · 16 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 work item** Triggers when a new work item is created in Karbon. - Action **Add client group** Creates a new client group in Karbon, optionally with members, owner, manager and client team. - Action **Add note** Creates a note in Karbon, optionally assigned to a user and linked to work items, contacts, organizations or client groups. - Action **Add work item** Creates a new work item for a client in Karbon. - Action **Create Organization Contact** Creates a new Organization contact in Karbon. - Action **Create Person Contact** Creates a new person Contact in Karbon and returns the created Contact record. - Action **Find an Organization Contact** Finds Organization contacts in Karbon matching a full name, email address, external key or contact type, and returns the matching organizations. - Action **Find a Person Contact** Finds person contacts in Karbon by email address, full name, phone number, contact type or external key, and returns the matches. - Action **Get work item** Returns the details of a single Karbon work item, including its client, dates, status, fee settings and role assignments. - Action **List invoices** Returns the invoices in your Karbon account, optionally filtered by invoice status and sorted. - Action **List timesheets** Returns a list of timesheets from your Karbon account, optionally filtered by date, user, work item or status, with their time entries if requested. - Action **List users** Returns the users in your Karbon account, optionally filtered by name or email address. - Action **List work items** Returns the work items in your Karbon account, optionally filtered and sorted. - Action **Update client group** Renames an existing Karbon client group by changing its full name. - Action **Update Organization Contact** Updates the name or privacy level of an existing Organization contact in Karbon. - Action **Update Person Contact** Updates the name details or privacy level of an existing Person Contact in Karbon. - Action **Update work item** Updates a Karbon work item's title, description, dates, assignee, work type, role assignments or status. Fields left blank are not changed. ## 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) - [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon) 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 Karbon - [ **eSputnik to Karbon** ESputnik is a marketing automation service made to embody the toughest ideas of enterprise level solutions...](https://apiant.ai/connect/esputnik-to-karbon) - [ **HubSpot to Karbon** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-karbon) - [ **Google Sheets to Karbon** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-karbon) - [ **Gmail to Karbon** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-karbon) - [ **Google Calendar to Karbon** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-karbon) - [ **Google Drive to Karbon** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-karbon) Questions ## CallRail and Karbon, 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 Karbon when something happens in CallRail? Any of Karbon's 16 actions, including Create Organization Contact, Create Person Contact, Update client group and Update Organization Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Karbon to CallRail? Karbon has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Karbon's API documentation and adds it. ### ### Do I have to build a connector for CallRail or Karbon? 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 Karbon without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Karbon 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.