--- title: "Connect CallRail to Userflow - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Create/Update User\" in Userflow." canonical: "https://apiant.ai/connect/callrail-to-userflow" --- # Connect CallRail to Userflow When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Create/Update User** in [Userflow](https://apiant.ai/connections/userflow). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers Userflow **14** triggers Userflow **5** 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 Userflow 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 Userflow - When **Outbound Call Completed** in CallRail then **Create/Update User** in Userflow - When **SMS Received** in CallRail then **Track Event** in Userflow 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 Userflow ## Triggers and actions 19 triggers · 5 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 **Checklist Completed** Triggered when a user finishes every task in a Userflow checklist. - Trigger **Checklist Dismissed/Ended** Triggered when a Userflow checklist ends for a user — because they dismissed it, it was completed, or it stopped applying to them. The reason is in checklist_end_reason. - Trigger **Checklist Started** Triggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason. - Trigger **Checklist Task Completed** Triggered when a user completes a single task inside a Userflow checklist. - Trigger **Event Tracked** Triggered when Userflow tracks an event for a user — either your own custom events or Userflow's own flow and checklist events. Name one event to watch, or leave it blank to fire for all of them. - Trigger **Flow Completed** Triggered when a user completes a Userflow flow by reaching its goal step. - Trigger **Flow Dismissed/Ended** Triggered when a Userflow flow ends for a user — because they dismissed it, finished it, or it stopped applying. The reason is in flow_end_reason. - Trigger **Flow Started** Triggered when a user starts a Userflow flow. Why it started is in flow_start_reason. - Trigger **Group Created/Updated** Triggered when a group (a company or account) is created or changed in Userflow. - Trigger **Launcher Activated** Triggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it. - Trigger **Launcher Dismissed** Triggered when a user dismisses a Userflow launcher (a beacon, button or hotspot). - Trigger **Launcher Seen** Triggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user. - Trigger **Question Answered** Triggered when a user answers a question in a Userflow flow — a survey, NPS or rating step. The answer arrives as text, a number, or a list depending on the question type. - Trigger **User Created/Updated** Triggered when a user is created or changed in Userflow. - Action **Create/Update Group** Creates a group (a company or account) in Userflow, or updates it if a group with that ID already exists. Only the attributes you send are changed. - Action **Create/Update User** Creates a user in Userflow, or updates them if a user with that ID already exists. Only the attributes you send are changed. Optionally adds the user to a group. - Action **Find Group** Finds groups (companies or accounts) in Userflow by name. Userflow's API cannot filter on the server, so this reads up to 300 groups and matches them here; leave the name blank to just list them. - Action **Find User** Finds users in Userflow by email or name. Userflow's API cannot filter on the server, so this reads up to 300 users and matches them here; leave both fields blank to just list them. - Action **Track Event** Tracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users. ## 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) - [ **Userflow** Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists...](https://apiant.ai/connections/userflow) Reviews ## What our customers say ## More from CallRail - [ **CallRail to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/callrail-to-vercel) - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) ## More into Userflow - [ **Agile CRM to Userflow** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connect/agile-crm-to-userflow) - [ **Telegram to Userflow** Telegram is a cloud-based instant messaging and voice over IP service developed by Telegram Messenger LLP.](https://apiant.ai/connect/telegram-to-userflow) - [ **HubSpot to Userflow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-userflow) - [ **Salesforce to Userflow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-userflow) - [ **Slack to Userflow** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-userflow) - [ **Google Sheets to Userflow** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-userflow) Questions ## CallRail and Userflow, 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 Userflow when something happens in CallRail? Any of Userflow's 5 actions, including Create/Update Group, Create/Update User, Find Group and Find User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Userflow to CallRail? Userflow has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Userflow's API documentation and adds it. ### ### Do I have to build a connector for CallRail or Userflow? 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 Userflow without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Userflow 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.