--- title: "Connect Otter.ai to ClickFunnels Classic - APIANT.ai" description: "When \"New Conversation\" fires in Otter.ai, your agent runs \"Add Email to List\" in ClickFunnels Classic." canonical: "https://apiant.ai/connect/otter-ai-to-clickfunnels-classic" --- # Connect Otter.ai to ClickFunnels Classic When **New Conversation** fires in [Otter.ai](https://apiant.ai/connections/otter-ai), your agent runs **Add Email to List** in [ClickFunnels Classic](https://apiant.ai/connections/clickfunnels-classic). Describe the whole flow and it is built, tested on every scenario and kept running. Otter.ai **1** trigger Otter.ai **5** actions ClickFunnels Classic **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Otter.ai and ClickFunnels Classic 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 Otter.ai can start in ClickFunnels Classic - When **New Conversation** in Otter.ai then **Add Email to List** in ClickFunnels Classic - When **New Conversation** in Otter.ai then **Add Tag to Email** in ClickFunnels Classic 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 Otter.ai and ClickFunnels Classic ## Triggers and actions 1 trigger · 11 actions - Trigger **New Conversation** Triggers when a new conversation appears in your Otter account, optionally limited to one channel. - Action **Create Conversation From File** Creates an Otter conversation from an audio or video file at a URL, such as a call recording from a dialer. - Action **Get Conversation** Returns a conversation's details and summary, with optional action items, insights, outline and transcript. - Action **Get Conversation Audio** Returns the MP3 download link for a conversation's audio. - Action **Get Workspace** Returns your Otter workspace's details, including its ID, name, owner and member count. - Action **Get Workspace Analytics** Returns workspace usage for a date range: transcribed minutes, conversation counts, seats and per-member usage. - Action **Add Email to List** Adds a contact, by email address, to a Follow-Up Funnels list and returns the contact profile. - Action **Add Tag to Email** Adds a tag to the Follow-Up Funnels contact profile with the given email address and returns the updated contact profile. - Action **Create Contact Optin** Records a contact optin for an email address on a ClickFunnels page, creating the contact profile if needed. - Action **Find Contact Profile** Finds Follow-Up Funnels contact profiles that match an email address and returns the first match plus the full list. - Action **Get current user** Returns the profile of the ClickFunnels user whose account is connected, including their id, name, email, subdomain and time zone. - Action **Remove Tag From Email** Removes a tag from the Follow-Up Funnels contact profile with the given email address and returns the updated contact profile. ## Each app on its own - [ **Otter.ai** Otter.ai is an AI-powered transcription service that converts speech to text in real-time, facilitating...](https://apiant.ai/connections/otter-ai) - [ **ClickFunnels Classic** Create beautiful landing pages and complete marketing funnels.](https://apiant.ai/connections/clickfunnels-classic) Reviews ## What our customers say ## More from Otter.ai - [ **Otter.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/otter-ai-to-salesforce) - [ **Otter.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/otter-ai-to-slack) - [ **Otter.ai to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/otter-ai-to-stripe) - [ **Otter.ai to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/otter-ai-to-shopify) - [ **Otter.ai to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/otter-ai-to-quickbooks-online) - [ **Otter.ai to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/otter-ai-to-pipedrive) ## More into ClickFunnels Classic - [ **HubSpot to ClickFunnels Classic** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-clickfunnels-classic) - [ **Salesforce to ClickFunnels Classic** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-clickfunnels-classic) - [ **Slack to ClickFunnels Classic** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-clickfunnels-classic) - [ **Google Sheets to ClickFunnels Classic** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-clickfunnels-classic) - [ **Gmail to ClickFunnels Classic** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clickfunnels-classic) - [ **Google Calendar to ClickFunnels Classic** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-clickfunnels-classic) Questions ## Otter.ai and ClickFunnels Classic, answered ### ### What can start an automation from Otter.ai? Any of Otter.ai's 1 trigger in the catalog, including New Conversation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ClickFunnels Classic when something happens in Otter.ai? Any of ClickFunnels Classic's 6 actions, including Create Contact Optin, Add Email to List, Add Tag to Email and Find Contact Profile. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ClickFunnels Classic to Otter.ai? ClickFunnels Classic has no triggers in the catalog today, so automations start in Otter.ai. If you need the other direction, ask: your agent reads ClickFunnels Classic's API documentation and adds it. ### ### Do I have to build a connector for Otter.ai or ClickFunnels Classic? 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 Otter.ai and ClickFunnels Classic 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.