Integration
Connect CallRail to swiDOC
When Outbound Call Completed fires in CallRail, your agent runs Update document metadata in swiDOC. 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 swiDOC 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 swiDOC
When Outbound Call Completed in CallRail
then Update document metadata in swiDOC
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 swiDOC
Triggers and actions 5 triggers · 4 actions
- Form Captured
Triggers when a form is captured.
- 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.
- Phone Call Started
Triggers when an inbound phone call is started.
- SMS Received
Triggers when an SMS message is received.
- SMS Sent
Triggers when an SMS message is sent.
- Archive Document
Archives a file in swiDOC with its name, folder path, description, tags and search attributes, and returns the new document's id.
- Download document
Downloads an archived swiDOC document as a file you can pass to later steps.
- Get document metadata
Returns the metadata of an archived document: its file name, folder path, description, tags, archive dates and search attribute values.
- Update document metadata
Updates the metadata of an archived swiDOC document, such as its file name, folder path, description, tags, search attributes or archive duration. Only the values you fill in are changed.
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 swiDOC, 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 swiDOC when something happens in CallRail?
Any of swiDOC's 4 actions, including Update document metadata, Download document, Get document metadata and Archive Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from swiDOC to CallRail?
swiDOC has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads swiDOC's API documentation and adds it.
Do I have to build a connector for CallRail or swiDOC?
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 swiDOC without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in swiDOC 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.