--- title: "Connect Karlia to ManyRequests - APIANT.ai" description: "When \"New Contact\" fires in Karlia, your agent runs \"Add invoice\" in ManyRequests." canonical: "https://apiant.ai/connect/karlia-to-manyrequests" --- # Connect Karlia to ManyRequests When **New Contact** fires in [Karlia](https://apiant.ai/connections/karlia), your agent runs **Add invoice** in [ManyRequests](https://apiant.ai/connections/manyrequests). Describe the whole flow and it is built, tested on every scenario and kept running. Karlia **21** triggers Karlia **34** actions ManyRequests **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Karlia and ManyRequests 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 Karlia can start in ManyRequests - When **New Contact** in Karlia then **Add invoice** in ManyRequests - When **New Equipment** in Karlia then **Create Client** in ManyRequests 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 Karlia and ManyRequests ## Triggers and actions 21 triggers · 61 actions - 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. - Action **Add invoice** Adds a new invoice for a client from catalog services, pricing variations or custom line items, and returns the new invoice's id. The invoice is emailed to the client unless it is created as a draft. - Action **Add organization** Creates a new organization in your ManyRequests portal along with its owner client user. Returns the organization that was added. - Action **Add organization member** Adds a member to an organization, creating a new client user if no user with that email exists yet. - Action **Add subscription to organization** Adds a recurring service subscription to a client organization and returns the new subscription. - Action **Add time entry** Logs time worked on a request for a team member, from a start time to an end time. - Action **Cancel Client Subscription** Cancels an active recurring service subscription belonging to a client organization. - Action **Create Client** Creates a client user in a ManyRequests organization. If a user with the email already exists, they are added to the organization. - Action **Create Comment** Adds a comment to a request, posted as the chosen user, optionally internal-only or scheduled for later delivery. - Action **Create organization brand** Creates a new brand within an organization. - Action **Create Request** Creates a new service request for a client under one of your services, with an optional description, priority, status, due date, brand, assignees and tags. - Action **Delete client** Deletes a client and removes them from their organization. A client who is the sole owner of an organization with active subscriptions cannot be deleted. - Action **Delete organization** Deletes an organization and all of its members from your ManyRequests portal. - Action **Delete request** Deletes a request in ManyRequests. - Action **Find Comments for Request** Returns the comments on a ManyRequests request, optionally limited to internal or non-internal comments. - Action **Find Organization** Finds organizations whose name, owner name or owner email matches the search text, optionally narrowed by tags or subscription status. - Action **Find Request** Returns the service requests that match your search text or filters, such as status, priority, client, organization, assignee or request number. - Action **Get client** Returns a single client by ID, including their name, email and organization. - Action **Get invoice** Returns a single invoice with its status, number, notes, payment details and dates, optionally with its line items, taxes, client, coupon and payment gateway. - Action **Get organization** Returns a single organization by its ID, with its name, logo and dates, plus any related records you ask to include. An error occurs if the organization is not found. - Action **Get request** Returns a single service request by its ID or slug, with optional related records such as status, client, service, tags and form fields. - Action **List clients** Returns the clients in your ManyRequests portal, with optional search, organization filter and sorting. - Action **List services** Returns the services offered in your ManyRequests portal, optionally filtered by search text, type, allocation or sale status. - Action **List team members** Returns the portal admins, admins and team members in your ManyRequests portal, optionally filtered by email or role. - Action **Update client** Updates a client's name and/or email address. - Action **Update organization** Updates the name of an existing organization and returns the updated organization. - Action **Update Request** Updates an existing request's title, description, priority, status, due date, brand, assignees, tags or form fields. - Action **Update Request Status** Moves a ManyRequests request to a different status. ## Each app on its own - [ **Karlia** Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings...](https://apiant.ai/connections/karlia) - [ **ManyRequests** ManyRequests is a Client Portal Software for Creative Agencies that helps you manage your entire Business...](https://apiant.ai/connections/manyrequests) Reviews ## What our customers say ## More from Karlia - [ **Karlia to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/karlia-to-salesforce) - [ **Karlia to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/karlia-to-slack) - [ **Karlia to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/karlia-to-mailchimp) - [ **Karlia to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/karlia-to-stripe) - [ **Karlia to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/karlia-to-shopify) - [ **Karlia to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/karlia-to-quickbooks-online) ## More into ManyRequests - [ **HubSpot to ManyRequests** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-manyrequests) - [ **Salesforce to ManyRequests** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-manyrequests) - [ **Slack to ManyRequests** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-manyrequests) - [ **Google Sheets to ManyRequests** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-manyrequests) - [ **Gmail to ManyRequests** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-manyrequests) - [ **Google Calendar to ManyRequests** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-manyrequests) Questions ## Karlia and ManyRequests, answered ### ### What can start an automation from Karlia? Any of Karlia's 21 triggers in the catalog, including New Contact, New Equipment, New Opportunity and New Product. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ManyRequests when something happens in Karlia? Any of ManyRequests's 27 actions, including Create Client, Create Comment, Create organization brand and Create Request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ManyRequests to Karlia? ManyRequests has no triggers in the catalog today, so automations start in Karlia. If you need the other direction, ask: your agent reads ManyRequests's API documentation and adds it. ### ### Do I have to build a connector for Karlia or ManyRequests? 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 Karlia and ManyRequests 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.