Integration
Connect Myphoner and Relate
When Lead updated (instant) fires in Myphoner, your agent runs Create Contact in Relate, or Contact Created in Relate to Create Lead in Myphoner. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Myphoner and Relate to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Myphoner and Relate can do together
From Myphoner to Relate
When Lead updated (instant) in Myphoner
then Create Contact in Relate
When New call (instant) in Myphoner
then Update Contact in Relate
From Relate to Myphoner
When Contact Created in Relate
then Create Lead in Myphoner
When Entry Created in Relate
then Update Lead in Myphoner
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 Myphoner and Relate
Triggers and actions 17 triggers · 30 actions
Trigger
Archived LeadTriggers when a lead is archived (marked 'archive').
Trigger
Call BackTriggers when a lead is marked for 'call back'.
Trigger
Lead updated (instant)Fires when a lead's information is updated by an agent (webhook event: lead_updated).
Trigger
Lost LeadTriggers when a lead is lost (marked 'loser').
Trigger
New call (instant)Fires when a new call is conducted (webhook event: new_call).
Trigger
New call recording (instant)Fires when a new call recording becomes available (webhook event: new_recording).
Trigger
New comment (instant)Fires when a new comment is created for a lead (webhook event: new_comment).
Trigger
New lead (instant)Fires when a new lead is created in Myphoner (webhook event: lead_created).
Trigger
New WinnerTriggers when a lead is won.
Trigger
Text message received (instant)Fires when a text message is received from a lead (webhook event: inbound_text).
Trigger
Text message sent (instant)Fires when a text message is sent to a lead (webhook event: text).
Action
Archive a leadArchives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.
Action
Create a listCreates a new lead list in Myphoner, optionally defining its columns.
Action
Create LeadCreates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
Action
Find LeadSearches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
Action
Get a leadReturns one Myphoner lead by its ID, including every column defined on the lead's list.
Action
Get a listReturns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
Action
List leadsReturns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
Action
List listsReturns every lead list in the Myphoner account, with each list's name, ID and lead count.
Action
Mark Lead as LoserMarks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.
Action
Mark Lead as WinnerMarks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.
Action
Mark Lead for Call BackSchedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.
Action
Move a lead to another listMoves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
Action
Search for LeadSearches Myphoner leads for your text and returns every match, optionally limited to certain lists.
Action
Update LeadUpdates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.
Trigger
Contact CreatedTriggers when a new contact is added in Relate.
Trigger
Entry CreatedTriggers when a new entry is added to a Relate list or process.
Trigger
Entry UpdatedTriggers when an entry in a Relate list or process is added or changed.
Trigger
New Recorded MeetingTriggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).
Trigger
Note CreatedTriggers when a new note is added in Relate.
Trigger
Organization CreatedTriggers when a new organization is added in Relate.
Action
Create ContactCreates a contact in Relate from a first name and/or email address, optionally linked to an organization.
Action
Create NoteCreates a note on an organization in Relate, optionally linked to a deal.
Action
Create OrganizationCreates an organization in Relate from a name and/or website domain.
Action
Delete ContactDeletes a Relate contact.
Action
Delete NoteDeletes a note in Relate.
Action
Delete OrganizationDeletes a Relate organization.
Action
Find ContactFinds a contact in Relate by email address or phone number and returns the first match.
Action
Find Entry From Organization ProcessFinds an organization's entry in a Relate process by organization ID.
Action
Find NoteReturns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.
Action
Find OrganizationReturns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.
Action
Get ContactReturns one Relate contact by its ID.
Action
Get OrganizationReturns one Relate organization by its ID.
Action
Get RecordingReturns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).
Action
Update ContactUpdates a Relate contact's name or email addresses.
Action
Update NoteUpdates a note's text or linked deal in Relate.
Action
Update OrganizationUpdates a Relate organization's name or domains.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Myphoner and Relate, answered
What can start an automation from Myphoner?
Any of Myphoner's 11 triggers in the catalog, including Lead updated (instant), New call (instant), New call recording (instant) and New comment (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Relate when something happens in Myphoner?
Any of Relate's 16 actions, including Create Contact, Create Note, Create Organization and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Relate to Myphoner?
Yes. When something happens in Relate, your agent can act in Myphoner too. This page covers both directions: Relate's triggers and Myphoner's actions are listed here as well.
Do I have to build a connector for Myphoner or Relate?
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 Myphoner and Relate 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.