--- title: "Connect Picreel to Otter.ai - APIANT.ai" description: "When \"New lead\" fires in Picreel, your agent runs \"Create Conversation From File\" in Otter.ai." canonical: "https://apiant.ai/connect/picreel-to-otter-ai" --- # Connect Picreel to Otter.ai When **New lead** fires in [Picreel](https://apiant.ai/connections/picreel), your agent runs **Create Conversation From File** in [Otter.ai](https://apiant.ai/connections/otter-ai). Describe the whole flow and it is built, tested on every scenario and kept running. Picreel **1** trigger Otter.ai **1** trigger Otter.ai **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 Picreel and Otter.ai 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 Picreel can start in Otter.ai - When **New lead** in Picreel then **Create Conversation From File** in Otter.ai - When **New lead** in Picreel 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 Picreel and Otter.ai ## Triggers and actions 2 triggers · 5 actions - Trigger **New lead** Fires instantly when Picreel captures a new lead. Manual-registration webhook: in Picreel, click Leads in the left sidebar, click Export to CRMs and choose Webhooks, paste this trigger's minted URL into the URL field at the top, tick "Live export after submit", and save. The payload arrives flat and binds as {{ trigger.body.* }} — email, name, phone, request_url, user_id. - 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. ## Each app on its own - [ **Picreel** Picreel provides exit-intent offers and popups for your website to recover abandoning visitors and improve...](https://apiant.ai/connections/picreel) - [ **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) Reviews ## What our customers say ## More from Picreel - [ **Picreel to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/picreel-to-anthropic) - [ **Picreel to LambdaTest** LambdaTest is a platform to perform Automated and Live Interactive Cross Browser Testing on 3000+ Real...](https://apiant.ai/connect/picreel-to-lambdatest) - [ **Picreel to Swagger Generator** This is an online swagger codegen server.](https://apiant.ai/connect/picreel-to-swagger-generator) - [ **Picreel to TimeCamp** TimeCamp helps you and your team to track time.](https://apiant.ai/connect/picreel-to-timecamp) - [ **Picreel to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/picreel-to-hubspot) - [ **Picreel to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/picreel-to-salesforce) ## More into Otter.ai - [ **HubSpot to Otter.ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-otter-ai) - [ **Google Sheets to Otter.ai** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-otter-ai) - [ **Gmail to Otter.ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-otter-ai) - [ **Google Calendar to Otter.ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-otter-ai) - [ **Google Drive to Otter.ai** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-otter-ai) - [ **Mailchimp to Otter.ai** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-otter-ai) Questions ## Picreel and Otter.ai, answered ### ### What can start an automation from Picreel? Any of Picreel's 1 trigger in the catalog, including New lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Otter.ai when something happens in Picreel? Any of Otter.ai's 5 actions, including Create Conversation From File, Get Conversation, Get Conversation Audio and Get Workspace. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Otter.ai to Picreel? Otter.ai has no triggers in the catalog today, so automations start in Picreel. If you need the other direction, ask: your agent reads Otter.ai's API documentation and adds it. ### ### Do I have to build a connector for Picreel or Otter.ai? 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 Picreel and Otter.ai without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Otter.ai 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.