Integration
Connect CallRail to Salesforge
When Outbound Call Completed fires in CallRail, your agent runs Add contact in Salesforge. 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 Salesforge 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 Salesforge
When Outbound Call Completed in CallRail
then Add contact in Salesforge
When SMS Received in CallRail
then Add contacts to do-not-contact list in Salesforge
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 Salesforge
Triggers and actions 5 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.
Action
Add contactCreates a contact in a Salesforge workspace. Requires a first name and at least one of email or LinkedIn URL.
Action
Add contacts to do-not-contact listAdds email addresses or domains to a workspace's do-not-contact list so they are never emailed.
Action
Add contacts to sequenceAssigns one or more existing contacts to a sequence in a Salesforge workspace.
Action
Add sequenceCreates a new email sequence in a Salesforge workspace.
Action
Get contactReturns a Salesforge contact, including its custom variables, tags and sequence enrollment status.
Action
Get sequenceReturns a single sequence by ID, including its status, steps, assigned mailboxes and engagement metrics.
Action
List contactsReturns the contacts in a Salesforge workspace, optionally filtered by tag, email validation status, or contacts not yet in a given sequence.
Action
List do-not-contact entriesReturns the do-not-contact entries (emails, domains and LinkedIn profiles) in a Salesforge workspace.
Action
List sequencesReturns the sequences in a Salesforge workspace, optionally filtered by status, product, sequence IDs or sequence type.
Action
List workspacesReturns the workspaces on your Salesforge account.
Action
Update sequence statusActivates or pauses a Salesforge sequence.
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 Salesforge, 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 Salesforge when something happens in CallRail?
Any of Salesforge's 11 actions, including Update sequence status, Add contact, Add contacts to do-not-contact list and Add contacts to sequence. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforge to CallRail?
Salesforge has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Salesforge's API documentation and adds it.
Do I have to build a connector for CallRail or Salesforge?
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 Salesforge without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Salesforge 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.