Integration
Connect CallRail to Rotessa
When Outbound Call Completed fires in CallRail, your agent runs Create Customer in Rotessa. 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 Rotessa 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Rotessa
When Outbound Call Completed in CallRail
then Create Customer in Rotessa
When SMS Received in CallRail
then Update Customer in Rotessa
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 Rotessa
Triggers and actions 9 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
Customer ChangeTriggers when a Rotessa customer is added or updated.
Trigger
Declined TransactionTriggers when a Rotessa payment is declined.
Trigger
New CustomerTriggers when a new customer is added in Rotessa.
Trigger
Transaction ApprovedTriggers when a Rotessa payment is approved.
Action
Create CustomerCreates a new customer in Rotessa with their bank details.
Action
Create TransactionCreates a one-time or recurring payment (transaction schedule) for a Rotessa customer.
Action
Create Transaction Schedule by Custom IdentifierCreates a one-time or recurring payment for the customer identified by your custom identifier.
Action
Delete Transaction ScheduleDeletes a transaction schedule so no further payments are processed.
Action
Get CustomerReturns one Rotessa customer by ID, including bank details, address and schedules.
Action
Get Transaction ScheduleReturns one transaction schedule and its payments.
Action
List CustomersReturns all customers in your Rotessa account.
Action
List TransactionsReturns payments processed in a date range, optionally filtered by status (Pending, Approved, Declined, Chargeback).
Action
Match a CustomerFinds the Rotessa customer that carries your custom identifier.
Action
Update CustomerUpdates an existing Rotessa customer's contact or bank details.
Action
Update Transaction ScheduleChanges the amount or comment of an existing transaction schedule.
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
More from CallRail
CallRail to VercelVercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.
CallRail to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CallRail to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CallRail to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CallRail to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
CallRail to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Rotessa
HubSpot to RotessaHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RotessaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RotessaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RotessaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RotessaGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RotessaMailchimp marketing automation and email platform.
Questions
CallRail and Rotessa, 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 Rotessa when something happens in CallRail?
Any of Rotessa's 11 actions, including Create Customer, Create Transaction, Create Transaction Schedule by Custom Identifier and Update Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rotessa to CallRail?
Rotessa has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Rotessa's API documentation and adds it.
Do I have to build a connector for CallRail or Rotessa?
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 Rotessa without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Rotessa 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.