Integration
Connect Chaser (Task Manager) to Kartra
When New Completed Task fires in Chaser (Task Manager), your agent runs Add Points to a Lead in Kartra. 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 Chaser (Task Manager) and Kartra 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 Chaser (Task Manager) can start in Kartra
When New Completed Task in Chaser (Task Manager)
then Add Points to a Lead in Kartra
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 Chaser (Task Manager) and Kartra
Triggers and actions 3 triggers · 36 actions
- New Completed Task
Triggers when a Chaser task is fully completed.
- New or Updated Task
Triggers when a Chaser task is created or changed.
- New Task
Triggers when a new task is created in Chaser.
- Acknowledge Task
Acknowledges a Chaser task for the owner of the API key.
- Complete Task
Completes a Chaser task for the owner of the API key; on a multi-assignee task only their part is completed.
- Complete Task for All
Completes a Chaser task for every assignee at once.
- Complete Task for Assignees
Completes a Chaser task on behalf of the named assignees.
- Delete Task
Deletes a Chaser task.
- Get Task
Returns one Chaser task by its ID, including assignees, due date, status and history.
- List Tasks
Returns Chaser tasks you can see, filtered by assignee, channel, tags, completion or overdue status.
- Log Time on Task
Logs minutes of time on a Chaser task; a negative number subtracts time.
- Reopen Task
Reopens a completed Chaser task, optionally changing its summary, due date or assignees.
- Send Task
Creates a new Chaser task in a Slack channel, thread or DM, with optional assignees and due date.
- Update Task
Updates a Chaser task's summary, due date, due time, assignees or custom status; blank fields are left unchanged.
- Add Points to a Lead
Adds points to a lead's score, optionally expiring after a number of days.
- Assign Tag to Lead
Assigns an existing tag to a lead, identified by email address.
- Cancel a Subscription
Cancels a recurring payment subscription, found by transaction ID or subscription ID.
- Cancel Lead Subscription to Calendar
Cancels a lead's booking in a calendar class.
- Create Custom Field
Creates a custom lead field in the account.
- Create New Lead
Creates a new lead. Fails if a lead with that email already exists.
- Edit Lead
Updates an existing lead, found by lead ID or email address.
- Edit Subscription
Changes the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.
- Modify Subscription Status
Pauses, resumes or cancels a recurring payment subscription.
- Refund a Transaction
Refunds a payment transaction, in full or in part.
- Remove Points From a Lead
Deducts points from a lead's score.
- Retrieve All the Custom Fields in Your Account
Returns every custom field in the account, with its type and options.
- Retrieve All the Lists in Your Account
Returns the names of every list in the account.
- Retrieve All the Sequences in Your Account
Returns the names of every sequence in the account.
- Retrieve All the Tags in Your Account
Returns the names of every tag in the account.
- Retrieve Lead Details
Returns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.
- Retrieve Subscription Details
Returns the details of one recurring payment subscription.
- Retrieve Transaction Details
Returns the details of one payment transaction.
- Search Lead
Finds a lead by lead ID or email address and returns the lead's profile.
- Subscribe Lead to Calendar
Books a lead into a class on a Kartra calendar.
- Subscribe Lead to List
Subscribes a lead to an existing mailing list.
- Subscribe Lead to Sequence
Adds a lead to a sequence, starting at the given step.
- Unassign Tag From Lead
Removes a tag from a lead, identified by email address.
- Unsubscribe Lead From List
Unsubscribes a lead from a mailing list.
- Unsubscribe Lead From Sequence
Removes a lead from a sequence.
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
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More into Kartra
Questions
Chaser (Task Manager) and Kartra, answered
What can start an automation from Chaser (Task Manager)?
Any of Chaser (Task Manager)'s 3 triggers in the catalog, including New Completed Task, New or Updated Task and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Kartra when something happens in Chaser (Task Manager)?
Any of Kartra's 25 actions, including Create Custom Field, Create New Lead, Add Points to a Lead and Assign Tag to Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kartra to Chaser (Task Manager)?
Kartra has no triggers in the catalog today, so automations start in Chaser (Task Manager). If you need the other direction, ask: your agent reads Kartra's API documentation and adds it.
Do I have to build a connector for Chaser (Task Manager) or Kartra?
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 Chaser (Task Manager) and Kartra 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.