--- title: "Connect Otter.ai and PayChasers - APIANT.ai" description: "When \"New Conversation\" fires in Otter.ai, your agent runs \"Create Client\" in PayChasers." canonical: "https://apiant.ai/connect/otter-ai-to-paychasers" --- # Connect Otter.ai and PayChasers When **New Conversation** fires in [Otter.ai](https://apiant.ai/connections/otter-ai), your agent runs **Create Client** in [PayChasers](https://apiant.ai/connections/paychasers), or **New Chase Created** in PayChasers to **Create Conversation From File** in Otter.ai. Describe the whole flow and it is built, tested on every scenario and kept running. Otter.ai **1** trigger Otter.ai **5** actions PayChasers **1** trigger PayChasers **5** 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 PayChasers 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 and PayChasers can do together ### From Otter.ai to PayChasers - When **New Conversation** in Otter.ai then **Create Client** in PayChasers - When **New Conversation** in Otter.ai then **List clients** in PayChasers ### From PayChasers to Otter.ai - When **New Chase Created** in PayChasers then **Create Conversation From File** in Otter.ai - When **New Chase Created** in PayChasers then **Get Conversation** in Otter.ai 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 PayChasers ## Triggers and actions 2 triggers · 10 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. - Trigger **New Chase Created** Triggers when a new payment chase is created in PayChasers, via the dashboard or the API. - Action **Create Chase** Creates a new payment chase for a client, so PayChasers starts following up on the amount owed. The client is matched by email (or created if new) or picked by client id. - Action **Create Client** Adds a new client to your PayChasers account with a name, billing email and optional notes. - Action **List chases** Returns the payment chases in your PayChasers account, optionally filtered by status. - Action **List clients** Returns the clients in your PayChasers account. - Action **Mark Chase as Paid** Marks a payment chase as paid, stopping further follow-ups for it. ## 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) - [ **PayChasers** PayChasers is a payment follow-up tool that automates reminders for invoices, rent, deposits, and personal...](https://apiant.ai/connections/paychasers) 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 PayChasers - [ **HubSpot to PayChasers** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paychasers) - [ **Google Sheets to PayChasers** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-paychasers) - [ **Gmail to PayChasers** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paychasers) - [ **Google Calendar to PayChasers** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paychasers) - [ **Google Drive to PayChasers** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-paychasers) - [ **Mailchimp to PayChasers** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-paychasers) Questions ## Otter.ai and PayChasers, 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 PayChasers when something happens in Otter.ai? Any of PayChasers's 5 actions, including Create Chase, Create Client, List chases and List clients. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PayChasers to Otter.ai? Yes. When something happens in PayChasers, your agent can act in Otter.ai too. This page covers both directions: PayChasers's triggers and Otter.ai's actions are listed here as well. ### ### Do I have to build a connector for Otter.ai or PayChasers? 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 PayChasers 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.