--- title: "Connect Freelo to Kartra - APIANT.ai" description: "When \"New project\" fires in Freelo, your agent runs \"Create New Lead\" in Kartra." canonical: "https://apiant.ai/connect/freelo-to-kartra" --- # Connect Freelo to Kartra When **New project** fires in [Freelo](https://apiant.ai/connections/freelo), your agent runs **Create New Lead** in [Kartra](https://apiant.ai/connections/kartra). Describe the whole flow and it is built, tested on every scenario and kept running. Freelo **1** trigger Freelo **20** actions Kartra **23** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Freelo and Kartra 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 Freelo can start in Kartra - When **New project** in Freelo then **Create New Lead** in Kartra - When **New project** in Freelo then **Assign Tag to 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 Freelo and Kartra ## Triggers and actions 1 trigger · 43 actions - Trigger **New project** Triggered when a new project is created - Action **Add comment** Add a comment to a task. - Action **Add project** Create a new project. - Action **Add task** Create a new task in a tasklist. - Action **Add tasklist** Create a new tasklist within a project. - Action **Add work report** Logs a finished work report (time entry) directly on a Freelo task, for example to record hours after the fact. - Action **Delete project** Soft-delete a project. - Action **Delete task** Deletes a Freelo task (soft-delete); its subtasks are hidden too. - Action **Delete tasklist** Soft-delete a tasklist. - Action **Find tasks** Returns tasks whose name matches the search text, optionally narrowed by project, tasklist, assignee, state, labels, priority and date ranges. - Action **Get project** Get a single project's detail by ID. - Action **Get task** Get a single task's detail by ID. - Action **Get tasklist** Get a single tasklist's detail by ID. - Action **List projects** Lists the active projects owned by the connected user, each with its active tasklists. Projects you were only invited to, and archived or template projects, are not included. - Action **List tasks** Lists the active (unfinished) tasks in a Freelo tasklist. - Action **List users** Lists the coworkers who share at least one active project with you. - Action **Start time tracking** Starts a time tracking timer for the connected Freelo user, optionally on a specific task. Only one timer can run at a time. - Action **Stop time tracking** Stops your currently running Freelo timer and turns it into a work report. - Action **Update project** Renames a Freelo project and/or changes its deadline. Fields left blank are not changed. - Action **Update task** Updates an existing Freelo task. Only the values you fill in are changed; blank fields keep their current value. - Action **Update tasklist** Edit a tasklist's fields. - Action **Assign Tag to Lead** Assigns an existing tag to a lead, identified by email address. - Action **Cancel a Subscription** Cancels a recurring payment subscription, found by transaction ID or subscription ID. - Action **Cancel Lead Subscription to Calendar** Cancels a lead's booking in a calendar class. - Action **Create New Lead** Creates a new lead. Fails if a lead with that email already exists. - Action **Edit Lead** Updates an existing lead, found by lead ID or email address. - Action **Edit Subscription** Changes the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited. - Action **Modify Subscription Status** Pauses, resumes or cancels a recurring payment subscription. - Action **Refund a Transaction** Refunds a payment transaction, in full or in part. - Action **Remove Points From a Lead** Deducts points from a lead's score. - Action **Retrieve All the Custom Fields in Your Account** Returns every custom field in the account, with its type and options. - Action **Retrieve All the Lists in Your Account** Returns the names of every list in the account. - Action **Retrieve All the Sequences in Your Account** Returns the names of every sequence in the account. - Action **Retrieve All the Tags in Your Account** Returns the names of every tag in the account. - Action **Retrieve Lead Details** Returns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email. - Action **Retrieve Subscription Details** Returns the details of one recurring payment subscription. - Action **Retrieve Transaction Details** Returns the details of one payment transaction. - Action **Search Lead** Finds a lead by lead ID or email address and returns the lead's profile. - Action **Subscribe Lead to Calendar** Books a lead into a class on a Kartra calendar. - Action **Subscribe Lead to List** Subscribes a lead to an existing mailing list. - Action **Subscribe Lead to Sequence** Adds a lead to a sequence, starting at the given step. - Action **Unassign Tag From Lead** Removes a tag from a lead, identified by email address. - Action **Unsubscribe Lead From List** Unsubscribes a lead from a mailing list. - Action **Unsubscribe Lead From Sequence** Removes a lead from a sequence. ## Each app on its own - [ **Freelo** Project management software with task lists, Kanban boards, time tracking, and project budgeting for teams.](https://apiant.ai/connections/freelo) - [ **Kartra** Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site...](https://apiant.ai/connections/kartra) Reviews ## What our customers say ## More from Freelo - [ **Freelo to Hero Parser** Hero Parser is an AI-powered CV parser and candidate scoring tool.](https://apiant.ai/connect/freelo-to-hero-parser) - [ **Freelo to Member Kitchens** Member Kitchens is a white-label and meal planning tool that allows you to share custom-branded plans and...](https://apiant.ai/connect/freelo-to-member-kitchens) - [ **Freelo to Unleashed Software** UnleashedSoftware is a world class online inventory management software for small, medium and large business...](https://apiant.ai/connect/freelo-to-unleashed-software) - [ **Freelo to WattFigure** WattFigure publishes US residential and commercial electricity rates by state together with derived...](https://apiant.ai/connect/freelo-to-wattfigure) - [ **Freelo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freelo-to-hubspot) - [ **Freelo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freelo-to-salesforce) ## More into Kartra - [ **HubSpot to Kartra** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kartra) - [ **Salesforce to Kartra** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-kartra) - [ **Slack to Kartra** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-kartra) - [ **Google Sheets to Kartra** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-kartra) - [ **Gmail to Kartra** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kartra) - [ **Google Calendar to Kartra** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kartra) Questions ## Freelo and Kartra, answered ### ### What can start an automation from Freelo? Any of Freelo's 1 trigger in the catalog, including New project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Kartra when something happens in Freelo? Any of Kartra's 23 actions, including Create New Lead, Assign Tag to Lead, Edit Lead and Edit Subscription. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Kartra to Freelo? Kartra has no triggers in the catalog today, so automations start in Freelo. 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 Freelo 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 Freelo 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.