--- title: "Connect Invoco and Karlia - APIANT.ai" description: "When \"New Call Completed\" fires in Invoco, your agent runs \"Create Contact\" in Karlia, or \"New Contact\" in Karlia to \"Send SMS\" in Invoco." canonical: "https://apiant.ai/connect/invoco-to-karlia" --- # Connect Invoco and Karlia When **New Call Completed** fires in [Invoco](https://apiant.ai/connections/invoco), your agent runs **Create Contact** in [Karlia](https://apiant.ai/connections/karlia), or **New Contact** in Karlia to **Send SMS** in Invoco. Describe the whole flow and it is built, tested on every scenario and kept running. Invoco **5** triggers Invoco **8** actions Karlia **21** triggers Karlia **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Invoco 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) Example flows ## What Invoco and Karlia can do together ### From Invoco to Karlia - When **New Call Completed** in Invoco then **Create Contact** in Karlia - When **New Inbound Call Completed** in Invoco then **Create Project Task** in Karlia ### From Karlia to Invoco - When **New Contact** in Karlia then **Send SMS** in Invoco - When **New Equipment** in Karlia then **Get call recording** in Invoco 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 Invoco and Karlia ## Triggers and actions 26 triggers · 42 actions - Trigger **New Call Completed** Triggers when a call (inbound or outbound) on your Invoco numbers completes and appears in your call history. - Trigger **New Inbound Call Completed** Triggers when an inbound call on your Invoco numbers has finished. Returns the call's ID, start time, caller, called number, duration and cost. - Trigger **New inbound SMS** Triggers when a new text message is received on one of your Invoco numbers. - Trigger **New Outbound Call Completed** Triggers when an outbound call on your Invoco account has finished. - Trigger **New outbound SMS** Triggers when an SMS is sent from one of your Invoco numbers. - Action **Get call recording** Downloads the mp3 recording of a call. An error occurs if no recording exists for the call. - Action **Get call transcript** Returns the transcript and AI analysis (score, call type, summary, speakers) of a completed call. - Action **Get SMS** Returns a single SMS message by its id, including direction, sender, recipient, text, fragment count and cost. - Action **List billing history** Returns the billing history (payments) for your Invoco account. - Action **List call history** Returns your Invoco telephone call history, optionally limited to a date range, including caller, called number, duration, cost and direction for each call. - Action **List numbers** Returns all of your Invoco telephone numbers, with each number's description and where it currently redirects. - Action **List SMS history** Returns the text messages sent and received on your Invoco account, newest first, optionally narrowed by date range, direction or phone number. - Action **Send SMS** Sends a text message from one of your Invoco numbers. - 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 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 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 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. ## Each app on its own - [ **Invoco** Invoco is an easy to use call tracking and hosted telephony platform.](https://apiant.ai/connections/invoco) - [ **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 Invoco - [ **Invoco to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/invoco-to-salesforce) - [ **Invoco to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/invoco-to-slack) - [ **Invoco to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/invoco-to-mailchimp) - [ **Invoco to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/invoco-to-stripe) - [ **Invoco to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/invoco-to-shopify) - [ **Invoco to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/invoco-to-quickbooks-online) ## More into Karlia - [ **Channels to Karlia** Channels is a data-driven phone system that lets you make and take calls directly in the browser.](https://apiant.ai/connect/channels-to-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) Questions ## Invoco and Karlia, answered ### ### What can start an automation from Invoco? Any of Invoco's 5 triggers in the catalog, including New Call Completed, New Inbound Call Completed, New inbound SMS and New Outbound Call Completed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Karlia when something happens in Invoco? Any of Karlia's 34 actions, including Create Contact, Create Event, Create Note and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Karlia to Invoco? Yes. When something happens in Karlia, your agent can act in Invoco too. This page covers both directions: Karlia's triggers and Invoco's actions are listed here as well. ### ### Do I have to build a connector for Invoco 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 Invoco 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.