--- title: "Connect CallRail to When I Work - APIANT.ai" description: "When \"Outbound Call Completed\" fires in CallRail, your agent runs \"Create User\" in When I Work." canonical: "https://apiant.ai/connect/callrail-to-when-i-work" --- # Connect CallRail to When I Work When **Outbound Call Completed** fires in [CallRail](https://apiant.ai/connections/callrail), your agent runs **Create User** in [When I Work](https://apiant.ai/connections/when-i-work). Describe the whole flow and it is built, tested on every scenario and kept running. CallRail **5** triggers When I Work **22** 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 When I Work 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 When I Work - When **Outbound Call Completed** in CallRail then **Create User** in When I Work - When **SMS Received** in CallRail then **Update user** in When I Work 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 When I Work ## Triggers and actions 5 triggers · 22 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 location** Creates a new schedule (location) in the When I Work account and returns the created schedule. - Action **Add position** Creates a position, such as Dishwasher or Server, in the When I Work account. - Action **Add time entry** Creates a time entry on a user's timesheet in When I Work and returns the new entry. - Action **Add time off request** Creates a time off request for a user, covering a start and end time, with an optional time off type and paid hours. - Action **Clock in** Clocks a user in, starting a time entry for them. Returns the time entry, the user and the punches recorded on it. - Action **Clock out** Clocks a When I Work user out and returns the time entry the clock-out belongs to. - Action **Create User** Creates a new user in the When I Work account and returns the created user, optionally sending them an invitation. - Action **Delete shift** Deletes a shift by its ID, optionally notifying the assigned user and removing later shifts in a repeating series. This cannot be undone. - Action **Delete user** Deletes a user from the When I Work account, optionally deleting their future shifts as well. When I Work allows this to be reversed. - Action **Get account** Returns the When I Work account for the connected login, including its company name, plan status, enabled features and settings. For a parent account, also returns its child accounts. - Action **Get shift** Returns a single shift by its ID, including its breaks and any repeating series it belongs to. An error occurs if the shift is not found. - Action **Get user** Returns a single When I Work user by ID, including their contact details, role, positions, schedules and pay information. - Action **List locations** Returns all the schedules (locations) in the When I Work account, optionally only those not yet confirmed. - Action **List positions** Returns all the positions in the When I Work account, optionally including deleted ones. - Action **List shifts** Returns the shifts in a date range, optionally narrowed to a user or schedule, and optionally including open, unpublished or repeating shifts. - Action **List sites** Returns all the sites in the When I Work account, optionally including deleted sites. - Action **List time entries** Returns the time entries (timesheet records) in a date range, optionally limited to specific users, entries still clocked in, or entries updated since a given time. - Action **List time off requests** Returns the time off requests that fall within a date range, optionally narrowed by user, schedule, status or type. - Action **List users** Returns the users in the When I Work account, optionally narrowed by schedule or by a search on name or email, and optionally including pending or deleted users. - Action **Publish shifts** Publishes a group of shifts so they become visible on the schedule, and returns the shifts that were published. It does not notify the assigned users. - Action **Update shift** Updates an existing shift on the schedule, such as its times, assigned user, position, breaks or notes, and returns the updated shift. - Action **Update user** Updates an existing user's contact details, role, positions, schedules, pay and access settings, and can reactivate a deleted user. Returns the updated user. ## 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) - [ **When I Work** When I Work is the easiest way to schedule, manage attendance, and communicate with your staff from your...](https://apiant.ai/connections/when-i-work) 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 When I Work - [ **HubSpot to When I Work** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-when-i-work) - [ **Salesforce to When I Work** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-when-i-work) - [ **Slack to When I Work** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-when-i-work) - [ **Google Sheets to When I Work** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-when-i-work) - [ **Gmail to When I Work** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-when-i-work) - [ **Google Calendar to When I Work** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-when-i-work) Questions ## CallRail and When I Work, 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 When I Work when something happens in CallRail? Any of When I Work's 22 actions, including Create User, Update shift, Update user and Add location. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from When I Work to CallRail? When I Work has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads When I Work's API documentation and adds it. ### ### Do I have to build a connector for CallRail or When I Work? 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 When I Work without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in When I Work 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.