Integration
Connect CallRail to PartnerStack
When Outbound Call Completed fires in CallRail, your agent runs Create Deal in PartnerStack. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want CallRail and PartnerStack to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What CallRail can start in PartnerStack
When Outbound Call Completed in CallRail
then Create Deal in PartnerStack
When SMS Received in CallRail
then Create Lead in PartnerStack
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 PartnerStack
Triggers and actions 12 triggers · 11 actions
Trigger
Form CapturedTriggers when a form is captured.
Trigger
Outbound Call CompletedTriggers 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 StartedTriggers when an inbound phone call is started.
Trigger
SMS ReceivedTriggers when an SMS message is received.
Trigger
SMS SentTriggers when an SMS message is sent.
Trigger
New Application EventTriggers when a partner application is submitted or changes (for example, approved or declined).
Trigger
New Customer EventTriggers when a customer is created or updated in your PartnerStack program.
Trigger
New Deal EventTriggers when a deal is created or updated (for example, its stage, amount or close date changes).
Trigger
New Lead EventTriggers when a lead is created or updated (for example, approved, declined or closed).
Trigger
New Partnership EventTriggers when a partnership is created or updated in your PartnerStack program.
Trigger
New Reward EventTriggers when a reward is created or changes (for example, declined, restored or updated).
Trigger
New Transaction EventTriggers when a transaction is recorded or changes.
Action
Create ActionRecords an action a partner or customer performed (for example, posted in a forum), creating any reward tied to that action.
Action
Create DealCreates a new deal attributed to the partner who registered it.
Action
Create LeadCreates a new lead attributed to the partner who referred it.
Action
Create PartnerCreates a new partner (partnership) in your PartnerStack program and optionally emails them an invitation.
Action
Create TransactionRecords a customer payment transaction so the referring partner is rewarded.
Action
Find CustomerLooks up a customer by their customer key (or email) and returns their details.
Action
Find LeadLooks up a lead by its lead key and returns its details.
Action
Find PartnerFinds a partner by their email address and returns the matching partnership.
Action
Update CustomerUpdates an existing customer's details, such as their name, email, or payment provider key.
Action
Update DealUpdates an existing deal, such as its stage, amount, or close date.
Action
Update LeadUpdates an existing lead, such as its status, approval, or amount.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
CallRail and PartnerStack, 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 PartnerStack when something happens in CallRail?
Any of PartnerStack's 11 actions, including Create Action, Create Deal, Create Lead and Create Partner. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PartnerStack to CallRail?
PartnerStack has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads PartnerStack's API documentation and adds it.
Do I have to build a connector for CallRail or PartnerStack?
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 PartnerStack without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in PartnerStack 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.