--- title: "Connect Karlia and Orderry - APIANT.ai" description: "When \"New Contact\" fires in Karlia, your agent runs \"Add Order Comment\" in Orderry, or \"Ad Campaigns\" in Orderry to \"Create Contact\" in Karlia." canonical: "https://apiant.ai/connect/karlia-to-orderry" --- # Connect Karlia and Orderry When **New Contact** fires in [Karlia](https://apiant.ai/connections/karlia), your agent runs **Add Order Comment** in [Orderry](https://apiant.ai/connections/orderry), or **Ad Campaigns** in Orderry to **Create Contact** in Karlia. Describe the whole flow and it is built, tested on every scenario and kept running. Karlia **21** triggers Karlia **38** actions Orderry **6** triggers Orderry **29** 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 Orderry 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 and Orderry can do together ### From Karlia to Orderry - When **New Contact** in Karlia then **Add Order Comment** in Orderry - When **New Equipment** in Karlia then **Add Task Comment** in Orderry ### From Orderry to Karlia - When **Ad Campaigns** in Orderry then **Create Contact** in Karlia - When **Clients List** in Orderry then **Create Customer** in Karlia 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 Orderry ## Triggers and actions 27 triggers · 67 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 Customer** Create a Customer. - 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 Product** Create a Product. - 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 Supplier** Create a Supplier. - 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 **Update/Create Customer** Updates a Karlia customer when a Customer ID is given; otherwise creates a new customer. - Trigger **Ad Campaigns** Triggers when a new ad campaign is added in Orderry. - Trigger **Clients List** Triggers when a new client is added in Orderry. - Trigger **Employees List** Triggers when a new employee is added to the Orderry account. - Trigger **Lead Types** Triggers when a new lead type is added to your Orderry account. - Trigger **Locations** Triggers when a new location (branch) is added to the Orderry account. - Trigger **Order Custom Fields** Triggers when a new custom field is defined for orders in Orderry. - Action **Add Booking Item** Adds a product or service line item to an existing booking. - Action **Add Order Comment** Adds a comment to an order in Orderry, optionally marked as private. - Action **Add Task Comment** Adds a comment to an existing task in Orderry, optionally marked as private. - Action **Changing Order Status** Changes the status of an Orderry order, optionally with a comment explaining the change. - Action **Create a Client** Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values. - Action **Create a Lead** Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details. - Action **Create an Order** Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee. - Action **Create an Order Item** Adds a product or service line item to an existing Orderry order. - Action **Create an Order or Estimate** Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values. - Action **Create a Payment** Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale. - Action **Create Booking** Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window. - Action **Create Product** Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details. - Action **Create Service** Creates a new service in your Orderry service catalog. - Action **Create Task** Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice. - Action **Create Update_booking** Updates an existing booking's location, status, assignee, client, schedule, resource or comment. - Action **Find Service** Finds catalog services by name, barcode or category and returns the matching services. - Action **Get Assets** Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner. - Action **Get Client by ID** Returns a single client record, including its contact details and custom field values, by its ID. - Action **Get Estimate** Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included. - Action **Get Estimate by Id** Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included. - Action **Get Lead** Returns a single lead by its ID, including contact details, status and custom field values. - Action **Get Orders** Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges. - Action **Get Task** Returns a single task by its ID. - Action **Search for Clients** Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records. - Action **Update an Order Item** Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee. - Action **Update an Order or Estimate** Updates an existing order estimate in Orderry, changing only the fields you fill in. - Action **Update_booking_item** Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking. - Action **Update Client** Updates an existing client (person) in Orderry. Only the fields you fill in are changed. - Action **Update Product** Updates an existing product in the Orderry catalog. Only the fields you fill in are changed. ## 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) - [ **Orderry** Orderry is a work order management system to process repair and service jobs online, from estimation to...](https://apiant.ai/connections/orderry) 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 Orderry - [ **HubSpot to Orderry** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-orderry) - [ **Google Sheets to Orderry** Google Sheets](https://apiant.ai/connect/google-sheets-to-orderry) - [ **Gmail to Orderry** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-orderry) - [ **Google Calendar to Orderry** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-orderry) - [ **Google Drive to Orderry** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-orderry) - [ **Mailchimp to Orderry** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-orderry) Questions ## Karlia and Orderry, 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 Orderry when something happens in Karlia? Any of Orderry's 29 actions, including Create a Client, Create a Lead, Create an Order and Create an Order Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Orderry to Karlia? Yes. When something happens in Orderry, your agent can act in Karlia too. This page covers both directions: Orderry's triggers and Karlia's actions are listed here as well. ### ### Do I have to build a connector for Karlia or Orderry? 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 Orderry 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.