Integration
Connect Captivated and Otter.ai
When New or Updated Contact fires in Captivated, your agent runs Create Conversation From File in Otter.ai, or New Conversation in Otter.ai to Create or Update Contact in Captivated. 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 Captivated and Otter.ai 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Captivated and Otter.ai can do together
From Captivated to Otter.ai
When New or Updated Contact in Captivated
then Create Conversation From File in Otter.ai
When New Tag in Captivated
then Get Conversation in Otter.ai
From Otter.ai to Captivated
When New Conversation in Otter.ai
then Create or Update Contact in Captivated
When New Conversation in Otter.ai
then Send Bulk Messages in Captivated
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 Captivated and Otter.ai
Triggers and actions 4 triggers · 25 actions
Trigger
New or Updated ContactTriggers when a contact is created or updated in Captivated.
Trigger
New TagTriggers when a new contact tag is created.
Trigger
New TemplateTriggers when a new message template is created.
Action
Create or Update ContactCreates a contact, or updates the matching one, in Captivated.
Action
Create TagCreates a contact tag.
Action
Create TemplateCreates a message template.
Action
Delete ContactDeletes a contact.
Action
Delete TagDeletes a tag.
Action
Get Bulk Job StatusReturns the status and results of a bulk message job.
Action
Get ContactReturns one contact by its ID.
Action
Get MessageReturns one message and its delivery state.
Action
Get TagReturns one tag by its ID.
Action
Get TemplateReturns one message template by its ID.
Action
Get UserReturns one Captivated user by ID.
Action
List ContactsReturns a page of contacts, optionally only those updated since a time.
Action
List Conversation MessagesReturns the messages in one conversation.
Action
List TagsReturns a page of contact tags.
Action
List TemplatesReturns a page of message templates.
Action
Send Bulk MessagesQueues a batch of text messages and returns the bulk job ID.
Action
Send MessageSends a text message from one of your Captivated numbers to a recipient.
Action
Update ContactUpdates the fields you supply on an existing contact.
Action
Update TagRenames or recolors a tag.
Action
Update TemplateUpdates a message template's name or text.
Trigger
New ConversationTriggers when a new conversation appears in your Otter account, optionally limited to one channel.
Action
Create Conversation From FileCreates an Otter conversation from an audio or video file at a URL, such as a call recording from a dialer.
Action
Get ConversationReturns a conversation's details and summary, with optional action items, insights, outline and transcript.
Action
Get Conversation AudioReturns the MP3 download link for a conversation's audio.
Action
Get WorkspaceReturns your Otter workspace's details, including its ID, name, owner and member count.
Action
Get Workspace AnalyticsReturns workspace usage for a date range: transcribed minutes, conversation counts, seats and per-member usage.
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
More from Captivated
Captivated to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Captivated to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Captivated to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Captivated to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Captivated to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Captivated to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Otter.ai
HubSpot to Otter.aiHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Otter.aiGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Otter.aiGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Otter.aiGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Otter.aiGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Otter.aiMailchimp marketing automation and email platform.
Questions
Captivated and Otter.ai, answered
What can start an automation from Captivated?
Any of Captivated's 3 triggers in the catalog, including New or Updated Contact, New Tag and New Template. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Otter.ai when something happens in Captivated?
Any of Otter.ai's 5 actions, including Create Conversation From File, Get Conversation, Get Conversation Audio and Get Workspace. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Otter.ai to Captivated?
Yes. When something happens in Otter.ai, your agent can act in Captivated too. This page covers both directions: Otter.ai's triggers and Captivated's actions are listed here as well.
Do I have to build a connector for Captivated or Otter.ai?
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 Captivated and Otter.ai without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app 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.