--- title: "Connect Karlia and RO App - APIANT.ai" description: "When \"New Contact\" fires in Karlia, your agent runs \"Add Lead Comment\" in RO App, or \"New Invoice Statuses\" in RO App to \"Create Contact\" in Karlia." canonical: "https://apiant.ai/connect/karlia-to-ro-app" --- # Connect Karlia and RO App When **New Contact** fires in [Karlia](https://apiant.ai/connections/karlia), your agent runs **Add Lead Comment** in [RO App](https://apiant.ai/connections/ro-app), or **New Invoice Statuses** in RO App 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 RO App **12** triggers RO App **39** 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 RO App 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 RO App can do together ### From Karlia to RO App - When **New Contact** in Karlia then **Add Lead Comment** in RO App - When **New Equipment** in Karlia then **Add Order Comment** in RO App ### From RO App to Karlia - When **New Invoice Statuses** in RO App then **Create Contact** in Karlia - When **New Order Items** in RO App 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 RO App ## Triggers and actions 33 triggers · 77 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 RO App. - Trigger **Cash Flow Items** Triggers when a new cash flow category (income or expense item) is added in RO App. - Trigger **Clients List** Triggers when a new client (person contact) is added in RO App. - Trigger **Employees List** Triggers when a new employee is added to the RO App company account. - Trigger **Lead Types** Triggers when a new inquiry (lead) type is added to your RO App account. - Trigger **List of Services** Triggers when a new service is added to the RO App service catalog. - Trigger **List of the Products** Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category. - Trigger **Locations** Triggers when a new location is added to your RO App company. - Trigger **New Invoice Statuses** Triggers when a new invoice status is added to your RO App account. - Trigger **New Order Items** Triggers when a new item (product or service) is added to the selected order. - Trigger **New Taxes** Triggers when a new tax rate is added to the company in RO App. - Trigger **Order Statuses** Triggers when a new order status is added to your RO App account. - Action **Add Booking Item** Adds a product or service line item to an existing booking. - Action **Add Lead Comment** Adds a comment to a lead (inquiry) in RO App. - Action **Add Order Comment** Adds a comment to an existing order in RO App, optionally marked private. - Action **Add Task Comment** Adds a comment to a task in RO App. - Action **Changing Order Status** Changes the status of an order, optionally with a comment. - Action **Create a Client** Creates a new client (person) in your RO App contacts. - Action **Create a Lead** Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign. - Action **Create an Order** Creates a new order in RO App for a client at a chosen location. - Action **Create an Order Item** Adds a product or service line item to an existing order in RO App. - Action **Create an Order or Estimate** Creates a new estimate in RO App for a client at a location. - Action **Create a Payment** Records an income or expense payment in a cashbox in RO App. - Action **Create Asset** Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number. - Action **Create Booking** Creates a new booking for a client at a location with an assigned employee and time slot. - Action **Create Product** Creates a new product in the RO App catalog. - Action **Create Service** Creates a new service in the RO App catalog. - Action **Create Task** Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice. - Action **Create Update_booking** Updates an existing booking's location, status, assignee, client, schedule, resource or comment. - Action **Find Product** Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category. - Action **Find Service** Finds services in the RO App catalog by name, barcode or category. - Action **Get Booking Items** Returns all the service items on a specific booking. - Action **Get Client by ID** Returns the details of a single client (person) by its ID. - Action **Get Estimate by ID** Returns the full details of a single estimate, including its custom field values. - Action **Get Lead by ID** Returns a single lead (inquiry) by its ID, including its custom fields. - Action **Get Order by Id** Returns the full details of a single order by its ID. - Action **Get Prices** Returns the list of price types (margins) configured for your company. - Action **Get Product by Id** Returns a single product from your RO App catalog by its ID, including its custom fields. - Action **Get Product Categories** Returns the product categories in your RO App catalog, optionally limited to the children of one parent category. - Action **Get Service Categories** Returns the list of service categories in your RO App catalog, optionally under a parent category. - Action **Get Task** Returns a single task by its ID, including all of its details. - Action **Get UOMs (Inits of Measure)** Returns the list of product units of measure (UOMs) defined in the RO App account. - Action **Move Asset** Moves an asset to a different warehouse. - Action **Search for Assets** Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID. - Action **Search for Clients** Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients. - Action **Search Task** Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline. - Action **Update an Order Item** Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment. - Action **Update an Order or Estimate** Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed. - Action **Update_booking_item** Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking. - Action **Update Client** Updates an existing client (person) in RO App contacts. - Action **Update Product** Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes. ## 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) - [ **RO App** RO App is an all-in-one software for business management.](https://apiant.ai/connections/ro-app) 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 RO App - [ **HubSpot to RO App** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ro-app) - [ **Google Sheets to RO App** Google Sheets](https://apiant.ai/connect/google-sheets-to-ro-app) - [ **Gmail to RO App** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ro-app) - [ **Google Calendar to RO App** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ro-app) - [ **Google Drive to RO App** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ro-app) - [ **Mailchimp to RO App** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ro-app) Questions ## Karlia and RO App, 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 RO App when something happens in Karlia? Any of RO App's 39 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 RO App to Karlia? Yes. When something happens in RO App, your agent can act in Karlia too. This page covers both directions: RO App's triggers and Karlia's actions are listed here as well. ### ### Do I have to build a connector for Karlia or RO App? 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 RO App 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.