--- title: "Connect Channels and CoachAccountable - APIANT.ai" description: "When \"New Call Finished\" fires in Channels, your agent runs \"Add Invoice Payment\" in CoachAccountable." canonical: "https://apiant.ai/connect/channels-to-coachaccountable" --- # Connect Channels and CoachAccountable When **New Call Finished** fires in [Channels](https://apiant.ai/connections/channels), your agent runs **Add Invoice Payment** in [CoachAccountable](https://apiant.ai/connections/coachaccountable), or **New Client** in CoachAccountable to **Add note to contact** in Channels. Describe the whole flow and it is built, tested on every scenario and kept running. Channels **2** triggers Channels **9** actions CoachAccountable **5** triggers CoachAccountable **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Channels and CoachAccountable 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 Channels and CoachAccountable can do together ### From Channels to CoachAccountable - When **New Call Finished** in Channels then **Add Invoice Payment** in CoachAccountable - When **New Voicemail Left **in Channels then **Add New Invoice** in CoachAccountable ### From CoachAccountable to Channels - When **New Client** in CoachAccountable then **Add note to contact** in Channels - When **New Coach** in CoachAccountable then **Create New Contact** in Channels 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 Channels and CoachAccountable ## Triggers and actions 7 triggers · 19 actions - Trigger **New Call Finished** Triggers when a call is finished. - Trigger **New Voicemail Left** - Action **Add note to contact** Add a note to a contact's history. - Action **Add number to do-not-call list** Block a phone number by adding it to the Do Not Call list. - Action **Create New Contact** Creates a new Contact in your Channels account. - Action **Delete contact** Delete a contact by id. - Action **Delete number from do-not-call list** Unblock a phone number by removing it from the Do Not Call list. - Action **Get account balance** Retrieve the account's current finance balance. - Action **Get contact** Retrieve a single contact by id. - Action **List contacts** List all contacts on the account. - Action **Update contact** Update an existing contact's fields. - Trigger **New Client** Triggers when a new client is created. - Trigger **New Coach** Triggers when a new coach is created. - Trigger **New Invoice** Triggers when a new client invoice is created. - Trigger **New Invoice Payment** Triggers when a new payment is posted for an invoice. - Trigger **New Session** Triggers when a new Session is marked complete. - Action **Activate Client** Activates a Client. - Action **Add Invoice Payment** Posts a payment to a Client Invoice. - Action **Add New Action** Adds an action for a specific client. - Action **Add New Client** Adds a new Client. - Action **Add New Invoice** Adds a new invoice. - Action **Add Session** Log a new coaching session for a client. - Action **Get Client** Retrieve a single client by ID. - Action **List Clients** List all clients on the account. - Action **Mark Action Done** Marks an existing client Action done. - Action **Update Client** Update an existing client's profile fields. ## Each app on its own - [ **Channels** Channels is a data-driven phone system that lets you make and take calls directly in the browser.](https://apiant.ai/connections/channels) - [ **CoachAccountable** CoachAccountable is a platform to support and structure coaching relationships between coaches and their...](https://apiant.ai/connections/coachaccountable) Reviews ## What our customers say ## More from Channels - [ **Channels to Dappier** Dappier is a AI platform that provides access to real-time data models.](https://apiant.ai/connect/channels-to-dappier) - [ **Channels to Karlia** Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings...](https://apiant.ai/connect/channels-to-karlia) - [ **Channels to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/channels-to-hubspot) - [ **Channels to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/channels-to-salesforce) - [ **Channels to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/channels-to-slack) - [ **Channels to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/channels-to-google-sheets) ## More into CoachAccountable - [ **ActiveCampaign to CoachAccountable** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-coachaccountable) - [ **Airtable to CoachAccountable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-coachaccountable) - [ **Asana to CoachAccountable** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-coachaccountable) - [ **ClickUp to CoachAccountable** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-coachaccountable) - [ **SendGrid to CoachAccountable** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-coachaccountable) - [ **Brevo to CoachAccountable** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-coachaccountable) Questions ## Channels and CoachAccountable, answered ### ### What can start an automation from Channels? Any of Channels's 2 triggers in the catalog, including New Call Finished and New Voicemail Left. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CoachAccountable when something happens in Channels? Any of CoachAccountable's 10 actions, including Update Client, Activate Client, Add Invoice Payment and Add New Action. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CoachAccountable to Channels? Yes. When something happens in CoachAccountable, your agent can act in Channels too. This page covers both directions: CoachAccountable's triggers and Channels's actions are listed here as well. ### ### Do I have to build a connector for Channels or CoachAccountable? 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 Channels and CoachAccountable 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.