--- title: "Connect GAIL to Payaca - APIANT.ai" description: "When \"New Call in List\" fires in GAIL, your agent runs \"Add invoice\" in Payaca." canonical: "https://apiant.ai/connect/gail-to-payaca" --- # Connect GAIL to Payaca When **New Call in List** fires in [GAIL](https://apiant.ai/connections/gail), your agent runs **Add invoice** in [Payaca](https://apiant.ai/connections/payaca). Describe the whole flow and it is built, tested on every scenario and kept running. GAIL **1** trigger GAIL **22** actions Payaca **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want GAIL and Payaca 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 GAIL can start in Payaca - When **New Call in List** in GAIL then **Add invoice** in Payaca - When **New Call in List** in GAIL then **Get customer** in Payaca 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 GAIL and Payaca ## Triggers and actions 1 trigger · 36 actions - Trigger **New Call in List** Triggers when a new processed call appears in your organization's call list. - Action **Add contact list** Creates a new contact list in GAIL with a name and description. - Action **Add contacts to contact list** Adds one or more existing contacts to a contact list. - Action **Add contact to campaign** Adds an existing contact to a campaign so it is queued for outreach by the campaign's sequences. - Action **Add do not call entry** Adds a phone number to your Gail Do Not Call list so it is no longer contacted. If the number is already listed, returns the existing entry. - Action **Agency Details** Returns the details of the GAIL organization (agency) tied to the connected account, including its name, phone numbers, schedule, address, owner and FAQs. - Action **Create Contact** Creates a new contact in GAIL with name, emails, phone numbers, business name and extra details. - Action **Delete do not call entry** Removes a phone number from the Do Not Call list by deleting its entry, so the number can be called and messaged again. - Action **Find Contact by Phone** Returns the contacts that match the specified phone number. - Action **Find conversations** Searches conversations (chat, SMS, GPT and WhatsApp) by text, optionally filtered by type or user. - Action **Get call** Returns a processed call by its ID, including the phone numbers, duration, status, and linked contact and campaign. An error occurs if the call is not found. - Action **Get call transcript** Returns the full transcript of a call: what the caller and the AI agent said, with timings, plus any tool calls made during the call. - Action **Get campaign** Returns a single campaign, including its sequences, contact lists, redialing rules and contact thresholds. - Action **Get contact** Returns one GAIL contact by its ID, including names, emails, phone numbers, contact lists and custom variable data. An error occurs if the contact is not found. - Action **Get conversation** Returns a single conversation (chat, SMS, GailGPT or WhatsApp) by its ID, including its status, outcome and extracted data. - Action **List calls** Returns the identifiers of all processed calls in your organization, newest first. - Action **List campaigns** Returns all campaigns in the GAIL organization, including their status, sequences and contact lists. - Action **List contact lists** Returns all contact lists in your Gail account, optionally with the number of contacts in each. - Action **List contacts** Returns the contacts in your Gail account, optionally narrowed to those matching a name, phone number or email. - Action **Make Outbound Call** Starts a single outbound AI phone call to a phone number using a saved script or an inline script. - Action **Send SMS** Sends an SMS text message to a phone number from your GAIL account. - Action **Start campaign** Starts a campaign so it begins outreach to its contacts. Returns the campaign with its updated status. - Action **Stop campaign** Stops a running campaign so its pending calls and messages are no longer processed; calls already in progress finish. Returns the updated campaign. - Action **Add invoice** Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent. - Action **Add payment** Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled. - Action **Add project note** Adds one or more notes to a Payaca project and returns the notes that were created. - Action **Add proposal** Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals. - Action **Get customer** Returns a customer by id, including their contacts, addresses, custom field values and tags. - Action **Get invoice** Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found. - Action **Get project** Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments. - Action **Get scheduled event** Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found. - Action **List customers** Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number. - Action **List pipelines** Returns all pipelines in the Payaca account, including each pipeline's stages in order. - Action **List projects** Returns the projects in the Payaca account, optionally only those belonging to one customer. - Action **Mark proposal as accepted** Marks a proposal that was already sent to the customer as accepted and returns the updated proposal. - Action **Update project** Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated. - Action **Update scheduled event** Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event. ## Each app on its own - [ **GAIL** GAIL is a tool built for the Financial Services industry that will help you sell more, serve Customers 24/7...](https://apiant.ai/connections/gail) - [ **Payaca** Send professional quotes and invoices, manage customers and pricing, and take payment.](https://apiant.ai/connections/payaca) Reviews ## What our customers say ## More from GAIL - [ **GAIL to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gail-to-hubspot) - [ **GAIL to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gail-to-salesforce) - [ **GAIL to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gail-to-slack) - [ **GAIL to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/gail-to-google-sheets) - [ **GAIL to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gail-to-gmail) - [ **GAIL to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/gail-to-google-calendar) ## More into Payaca - [ **HubSpot to Payaca** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-payaca) - [ **Salesforce to Payaca** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-payaca) - [ **Slack to Payaca** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-payaca) - [ **Google Sheets to Payaca** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-payaca) - [ **Gmail to Payaca** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-payaca) - [ **Google Calendar to Payaca** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-payaca) Questions ## GAIL and Payaca, answered ### ### What can start an automation from GAIL? Any of GAIL's 1 trigger in the catalog, including New Call in List. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Payaca when something happens in GAIL? Any of Payaca's 14 actions, including Update project, Update scheduled event, Add invoice and Add payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Payaca to GAIL? Payaca has no triggers in the catalog today, so automations start in GAIL. If you need the other direction, ask: your agent reads Payaca's API documentation and adds it. ### ### Do I have to build a connector for GAIL or Payaca? 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 GAIL and Payaca 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.