--- title: "Connect CallRail to Sociocs - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Add Contact\" in Sociocs." canonical: "https://apiant.ai/connect/callrail-to-sociocs" --- # Connect CallRail to Sociocs When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Add Contact** in [Sociocs](https://apiant.ai/connections/sociocs). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers Sociocs **9** 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 Sociocs 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 Sociocs - When **Outbound Call Completed** in CallRail then **Add Contact** in Sociocs - When **SMS Received** in CallRail then **Add contact list** in Sociocs 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 Sociocs ## Triggers and actions 5 triggers · 9 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 **Add Contact** Adds a contact by phone number, optionally to a contact list. If the phone number already exists, the existing contact is overwritten. - Action **Add contact list** Creates a new contact list in Sociocs. - Action **Delete contact** Deletes a contact identified by its phone number. - Action **Find contacts by criteria** Searches contacts by partial or full name or phone number and returns up to 20 matches, most relevant first. - Action **Get contact** Returns a Sociocs contact looked up by phone number. - Action **List contact lists** Returns all contact lists in your Sociocs account. - Action **List contacts** Returns the contacts in your Sociocs account, either all contacts or those in a specific contact list. - Action **List team members** Returns all the team members in your Sociocs account. - Action **Update contact** Updates an existing contact's name, country dial code or custom fields, identified by phone number. ## 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) - [ **Sociocs** Sociocs is a customer communication tool for your business.](https://apiant.ai/connections/sociocs) Reviews ## What our customers say ## More from CallRail - [ **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](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) - [ **CallRail to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/callrail-to-google-calendar) ## More into Sociocs - [ **HubSpot to Sociocs** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sociocs) - [ **Salesforce to Sociocs** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sociocs) - [ **Slack to Sociocs** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sociocs) - [ **Google Sheets to Sociocs** Google Sheets](https://apiant.ai/connect/google-sheets-to-sociocs) - [ **Gmail to Sociocs** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sociocs) - [ **Google Calendar to Sociocs** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sociocs) Questions ## CallRail and Sociocs, 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 Sociocs when something happens in CallRail? Any of Sociocs's 9 actions, including Update contact, Add Contact, Add contact list and Find contacts by criteria. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sociocs to CallRail? Sociocs has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Sociocs's API documentation and adds it. ### ### Do I have to build a connector for CallRail or Sociocs? 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 Sociocs without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Sociocs 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.