Integration
Connect Dovetail and Relatel
When New Project fires in Dovetail, your agent runs Add contact in Relatel, or New Call in Relatel to Add Contact in Dovetail. 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 Dovetail and Relatel 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)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 Dovetail and Relatel can do together
From Dovetail to Relatel
When New Project in Dovetail
then Add contact in Relatel
When New Published Insight in Dovetail
then Update contact in Relatel
From Relatel to Dovetail
When New Call in Relatel
then Add Contact in Dovetail
When New message in Relatel
then Add Data Point to Channel in Dovetail
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 Dovetail and Relatel
Triggers and actions 7 triggers · 23 actions
Trigger
New ProjectTriggers when a new project is created
Trigger
New Published InsightTriggers when a new insight is published.
Trigger
Updated ProjectTriggers when a project is updated.
Action
Add ContactAdds a contact to the contacts database.
Action
Add Data Point to ChannelAdds a data point to a channel.
Action
Add Data to ProjectAdds data to an existing project.
Action
Add Insight to ProjectAdds an insight to an existing project.
Trigger
New CallTriggers when a new call is made or received in Relatel.
Trigger
New messageTriggered when a new message is sent or received in Relatel.
Trigger
New SmileyTriggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.
Trigger
New voicemailTriggers when a new voicemail is left for an employee or reception.
Action
Add commentAdds a comment to a contact in Relatel, optionally notifying a colleague.
Action
Add contactAdds a new contact to your Relatel company and returns the new contact's id.
Action
Cloak ReceptionSets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.
Action
Delete contactDeletes a contact from your Relatel organization and returns Relatel's confirmation message.
Action
Dial callInitiates a phone call: rings the authenticated employee's phone, then connects them to the given number.
Action
Do Not DisturbTurns Do Not Disturb on or off for the connected employee and returns the updated employee.
Action
Find contact by phone numberFinds a Relatel contact by its phone number and returns the contact's details.
Action
Get contactReturns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.
Action
Get employeeReturns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.
Action
Join a GroupAdds the authenticated employee to an employee group and returns the group's details after joining.
Action
Leave a GroupRemoves the authenticated employee from the chosen employee group and returns the group's details.
Action
List callsReturns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.
Action
List contactsReturns the contacts in your Relatel account, optionally only those with a given phone number.
Action
List employee groupsReturns all employee groups in your Relatel account, with each group's name, presence status and member employees.
Action
List employeesReturns all employees in your Relatel company, including their phone numbers, presence and group memberships.
Action
List receptionsReturns all receptions (phone lines/queues) in the Relatel account.
Action
List voicemailsReturns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.
Action
Send SMSSends an SMS to one or more phone numbers from your Relatel account or one of your receptions.
Action
Update contactUpdates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.
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
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Questions
Dovetail and Relatel, answered
What can start an automation from Dovetail?
Any of Dovetail's 3 triggers in the catalog, including New Project, New Published Insight and Updated Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Relatel when something happens in Dovetail?
Any of Relatel's 19 actions, including Send SMS, Update contact, Add comment and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Relatel to Dovetail?
Yes. When something happens in Relatel, your agent can act in Dovetail too. This page covers both directions: Relatel's triggers and Dovetail's actions are listed here as well.
Do I have to build a connector for Dovetail or Relatel?
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 Dovetail and Relatel 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.