--- title: "Connect Channels and Karlia - APIANT.ai" description: "When \"New Call Finished\" fires in Channels, your agent runs \"Create Task\" in Karlia, or \"New Contact\" in Karlia to \"Create New Contact\" in Channels." canonical: "https://apiant.ai/connect/channels-to-karlia" --- # Connect Channels and Karlia When **New Call Finished** fires in [Channels](https://apiant.ai/connections/channels), your agent runs **Create Task** in [Karlia](https://apiant.ai/connections/karlia), or **New Contact** in Karlia to **Create New Contact** in Channels. Describe the whole flow and it is built, tested on every scenario and kept running. Channels **2** triggers Channels **9** actions Karlia **21** triggers Karlia **39** 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 Karlia 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) Channels handles the calls and Karlia holds the customer record, so the details from one rarely reach the other without retyping. Joining them means a finished call or a voicemail can land on the right Karlia customer as a note, task or ticket, and a new Karlia contact can show up in Channels ready to dial. The agent builds the setup, tests every scenario and keeps it running. Example flows ## What Channels and Karlia can do together ### From Channels to Karlia - When **New Call Finished** in Channels then **Create Task** in Karlia - When **New Voicemail Left **in Channels then **Create Ticket** in Karlia ### From Karlia to Channels - When **New Contact** in Karlia then **Create New Contact** in Channels - When **New Ticket** in Karlia then **Add note to 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 Karlia ## Triggers and actions 23 triggers · 48 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 **Delete Equipment** Triggers when an equipement is deleted. - Trigger **Delete Event** Triggers when an event is deleted. - Trigger **Delete Note** Triggers when a note is deleted. - Trigger **Delete Opportunity** Triggers when an opportunity is deleted. - Trigger **Delete Product** Triggers when a product is deleted. - Trigger **Delete Project** Triggers when a project is deleted. - Trigger **Delete Project Subtask** Triggers when a project subtask is deleted. - Trigger **Delete Project Task** Triggers when a project task is deleted. - Trigger **Delete Task** Triggers when a task is deleted. - Trigger **Delete Ticket** Triggers when a ticket is deleted. - Trigger **Delete Time** Triggers when a time is deleted. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Equipment** Triggers when a new equipment is created. - Trigger **New Opportunity** Triggers when a new opportunity is created. - Trigger **New Product** Triggers when a new product is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Project Subtask** Triggers when a new project subtask is created. - Trigger **New Project Task** Triggers when a new project task is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Ticket** Triggers when a new ticket is created. - Trigger **New Time** Triggers when a new time is created. - Action **Create Contact** Adds a new contact to a Karlia customer or supplier. - Action **Create Customer** Create a Customer. - Action **Create Equipment** Create a Equipment. - Action **Create Event** Create an Event. - Action **Create Note** Creates a note in Karlia, optionally linked to a customer, opportunity, project or ticket. - Action **Create Opportunity** Create an Opportunity. - Action **Create Product** Create a Product. - Action **Create Project Subtask** Creates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee. - Action **Create Project Task** Creates a task inside a Karlia project. - Action **Create Supplier** Create a Supplier. - Action **Create Task** Create a Task. - Action **Create Ticket** Creates a ticket in a Karlia ticketing pipeline. - Action **Create Time** Create a Time. - Action **Delete Equipment** Deletes a piece of equipment from Karlia. - Action **Delete Event** Delete an event (calendar appointment) in Karlia. - Action **Delete Note** Delete a note in Karlia by its ID. - Action **Delete Opportunity** Deletes an opportunity. - Action **Delete Product** Delete a product in Karlia. - Action **Delete Project** Delete a project in Karlia. - Action **Delete Project Subtask** Deletes a subtask from a project task in Karlia. - Action **Delete Project Task** Deletes a task from a Karlia project. - Action **Delete Task** Delete a task in Karlia. - Action **Delete Ticket** Deletes a ticket in Karlia by its ID. - Action **Delete Time** Delete a time entry in Karlia. - Action **Find Contact** Returns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more). - Action **Find Customer** Returns the Karlia customers that match the search criteria you supply, plus the first match on its own. - Action **Find Supplier** Returns the Karlia suppliers that match the specified search criteria. - Action **Get Contact** Show contact details - Action **Get Customer** Show customer details - Action **Get Opportunity** Show opportunity details - Action **Get Product** Show product details - Action **Get Project Subtask** Returns one subtask of a Karlia project task, including its status, dates, time estimate and assignees. - Action **Get Supplier** Show supplier details - Action **Get Ticket** Retrieve one Karlia ticket by its ID. - Action **Get Time** Get one time entry from Karlia by its ID. - Action **List Projects** Lists the projects in your Karlia account. - Action **List Project Tasks** Lists the tasks of one Karlia project. - Action **List Webhook Events** Lists the event names a Karlia webhook can subscribe to. - Action **Update/Create Customer** Updates a Karlia customer when a Customer ID is given; otherwise creates a new customer. ## 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) - [ **Karlia** Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings...](https://apiant.ai/connections/karlia) 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 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) - [ **Channels to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/channels-to-gmail) ## More into Karlia - [ **HubSpot to Karlia** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-karlia) - [ **Google Sheets to Karlia** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-karlia) - [ **Gmail to Karlia** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-karlia) - [ **Google Calendar to Karlia** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-karlia) - [ **Google Drive to Karlia** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-karlia) - [ **ActiveCampaign to Karlia** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-karlia) Questions ## Channels and Karlia, answered ### ### Can the agent find the right Karlia customer from a phone call? Yes. Channels reports the finished call, and the agent uses Find Contact in Karlia to match on the phone number before writing anything, so notes and tasks land on the correct record. If no match comes back, nothing is created. ### ### Will contacts created in Karlia appear in Channels? Yes. The New Contact trigger in Karlia can feed the Create New Contact action in Channels, including the phone number, so the person is ready to call. The same works in reverse for call notes using Add note to contact in Channels. ### ### 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 Karlia when something happens in Channels? Any of Karlia's 39 actions, including Create Task, Create Ticket, Find Contact and Create Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Karlia to Channels? Yes. When something happens in Karlia, your agent can act in Channels too. This page covers both directions: Karlia's triggers and Channels's actions are listed here as well. ### ### Do I have to build a connector for Channels or Karlia? 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 Karlia 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.