# Connect CallRail to Trigger

When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Add task activity** in [Trigger](https://apiant.ai/connections/trigger). Describe the whole flow and it is built, tested on every scenario and kept running.

CallRail **5** triggers Trigger **1** trigger Trigger **12** 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 Trigger to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Trigger

- When **Outbound Call Completed** in CallRail then **Add task activity** in Trigger
- When **SMS Received** in CallRail then **Create New Task** in Trigger

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 Trigger

## Triggers and actions 6 triggers · 12 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.

- Trigger

**New Company**

Triggers when a new company is added to your Trigger account.

- Action

**Add task activity**

Adds an activity (a note or a time log) to a task in Trigger.

- Action

**Create New Company**

Creates a new company (client) in your Trigger account.

- Action

**Create New Project**

Creates a new project under a company in Trigger.

- Action

**Create New Task**

Creates a new task in a Trigger project.

- Action

**Delete task**

Deletes a task in Trigger.

- Action

**Get company**

Returns a single company by its ID.

- Action

**Get project**

Returns a single project of a company by its ID.

- Action

**Get task**

Returns a single task by its ID.

- Action

**List users**

Returns all users of the connected Trigger account.

- Action

**Update company**

Updates an existing company in Trigger. Only the fields you fill in are changed.

- Action

**Update project**

Updates an existing project's name, description, status, due date, billing and visibility settings. Fields left blank are not changed.

- Action

**Update task**

Updates an existing task in a Trigger project.

## 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)
- [ **Trigger** Trigger is cloud software for project management, collaboration, and time tracking.](https://apiant.ai/connections/trigger)

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 Trigger

- [ **HubSpot to Trigger** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trigger)
- [ **Salesforce to Trigger** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trigger)
- [ **Slack to Trigger** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trigger)
- [ **Google Sheets to Trigger** Google Sheets](https://apiant.ai/connect/google-sheets-to-trigger)
- [ **Gmail to Trigger** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trigger)
- [ **Google Calendar to Trigger** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trigger)

Questions

## CallRail and Trigger, 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 Trigger when something happens in CallRail?

Any of Trigger's 12 actions, including Create New Company, Create New Project, Create New Task and Update company. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Trigger to CallRail?

Trigger has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Trigger's API documentation and adds it.

###

### Do I have to build a connector for CallRail or Trigger?

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.

###

### 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.
