--- title: "Connect Invoco and karmaCRM - APIANT.ai" description: "When \"New Call Completed\" fires in Invoco, your agent runs \"Create Contact\" in karmaCRM, or \"New Company\" in karmaCRM to \"Send SMS\" in Invoco." canonical: "https://apiant.ai/connect/invoco-to-karmacrm" --- # Connect Invoco and karmaCRM When **New Call Completed** fires in [Invoco](https://apiant.ai/connections/invoco), your agent runs **Create Contact** in [karmaCRM](https://apiant.ai/connections/karmacrm), or **New Company** in karmaCRM 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 karmaCRM **4** triggers karmaCRM **18** 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 karmaCRM 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 karmaCRM can do together ### From Invoco to karmaCRM - When **New Call Completed** in Invoco then **Create Contact** in karmaCRM - When **New Inbound Call Completed** in Invoco then **Create Deal** in karmaCRM ### From karmaCRM to Invoco - When **New Company** in karmaCRM then **Send SMS** in Invoco - When **New Contact** in karmaCRM 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 karmaCRM ## Triggers and actions 9 triggers · 26 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 **New Company** Triggers when a new company is created in karmaCRM. - Trigger **New Contact** Triggers when a new contact is created in karmaCRM, optionally limited to an assigned user, status, stage or tags. - Trigger **New deal** Triggers when a new deal is created in karmaCRM. - Trigger **Updated Contact** Triggers when a contact is updated in karmaCRM. - Action **Add note** Adds a note (or logged call) to a karmaCRM contact, company or other record. - Action **Create Company** Creates a company in karmaCRM with its contact details, tags and custom field values. - Action **Create Contact** Creates a contact in karmaCRM with names, company, emails, phones, addresses, tags and custom field values. - Action **Create Deal** Creates a deal in karmaCRM, optionally linked to a contact and company. - Action **Create Task** Creates a task (activity) in karmaCRM, optionally with a due date, reminders and linked contacts. - Action **Delete company** Deletes a company from karmaCRM. - Action **Delete contact** Deletes a contact from karmaCRM by its ID. - Action **Delete deal** Deletes a deal from karmaCRM. - Action **Find Company** Finds companies in karmaCRM whose name matches the name you supply, and returns the first match plus all matches. - Action **Find Contact** Finds karmaCRM contacts by email address or name, optionally narrowed by assigned user, status, stage or tags. - Action **Get company** Returns a single karmaCRM company by its ID, including contact details, tags and custom field values. - Action **Get contact** Returns a single karmaCRM contact by its ID, including emails, phone numbers, addresses, tags and custom field values. - Action **Get deal** Returns a single karmaCRM deal by its ID, including stage, price, contact and custom field values. - Action **Get note** Returns a single karmaCRM note (history entry), including its content, related record and participants. - Action **List deals** Returns the deals in your karmaCRM account, optionally only those after a given date. - Action **Update company** Updates an existing company in karmaCRM, changing only the fields you fill in. - Action **Update contact** Updates an existing contact in karmaCRM, changing only the fields you fill in. - Action **Update deal** Updates an existing deal in karmaCRM, such as its name, stage, price, contact, company or custom field values. ## Each app on its own - [ **Invoco** Invoco is an easy to use call tracking and hosted telephony platform.](https://apiant.ai/connections/invoco) - [ **karmaCRM** KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your...](https://apiant.ai/connections/karmacrm) 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 karmaCRM - [ **Google Calendar to karmaCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-karmacrm) - [ **HubSpot to karmaCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-karmacrm) - [ **Google Sheets to karmaCRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-karmacrm) - [ **Gmail to karmaCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-karmacrm) - [ **Google Drive to karmaCRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-karmacrm) - [ **ActiveCampaign to karmaCRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-karmacrm) Questions ## Invoco and karmaCRM, 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 karmaCRM when something happens in Invoco? Any of karmaCRM's 18 actions, including Create Company, Create Contact, Create Deal and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from karmaCRM to Invoco? Yes. When something happens in karmaCRM, your agent can act in Invoco too. This page covers both directions: karmaCRM's triggers and Invoco's actions are listed here as well. ### ### Do I have to build a connector for Invoco or karmaCRM? 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 karmaCRM 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.