Integration
Connect Relatel to Kartra
When New Call fires in Relatel, your agent runs Create New Lead in Kartra. 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 Relatel and Kartra 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)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 Relatel can start in Kartra
When New Call in Relatel
then Create New Lead in Kartra
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 Relatel and Kartra
Triggers and actions 4 triggers · 42 actions
- New Call
Triggers when a new call is made or received in Relatel.
- New message
Triggered when a new message is sent or received in Relatel.
- New Smiley
Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.
- New voicemail
Triggers when a new voicemail is left for an employee or reception.
- Add comment
Adds a comment to a contact in Relatel, optionally notifying a colleague.
- Add contact
Adds a new contact to your Relatel company and returns the new contact's id.
- Cloak Reception
Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.
- Delete contact
Deletes a contact from your Relatel organization and returns Relatel's confirmation message.
- Dial call
Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number.
- Do Not Disturb
Turns Do Not Disturb on or off for the connected employee and returns the updated employee.
- Find contact by phone number
Finds a Relatel contact by its phone number and returns the contact's details.
- Get contact
Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.
- Get employee
Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.
- Join a Group
Adds the authenticated employee to an employee group and returns the group's details after joining.
- Leave a Group
Removes the authenticated employee from the chosen employee group and returns the group's details.
- List calls
Returns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.
- List contacts
Returns the contacts in your Relatel account, optionally only those with a given phone number.
- List employee groups
Returns all employee groups in your Relatel account, with each group's name, presence status and member employees.
- List employees
Returns all employees in your Relatel company, including their phone numbers, presence and group memberships.
- List receptions
Returns all receptions (phone lines/queues) in the Relatel account.
- List voicemails
Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.
- Send SMS
Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions.
- Update contact
Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.
- Assign Tag to Lead
Assigns an existing tag to a lead, identified by email address.
- Cancel a Subscription
Cancels a recurring payment subscription, found by transaction ID or subscription ID.
- Cancel Lead Subscription to Calendar
Cancels a lead's booking in a calendar class.
- Create New Lead
Creates a new lead. Fails if a lead with that email already exists.
- Edit Lead
Updates an existing lead, found by lead ID or email address.
- Edit Subscription
Changes the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.
- Modify Subscription Status
Pauses, resumes or cancels a recurring payment subscription.
- Refund a Transaction
Refunds a payment transaction, in full or in part.
- Remove Points From a Lead
Deducts points from a lead's score.
- Retrieve All the Custom Fields in Your Account
Returns every custom field in the account, with its type and options.
- Retrieve All the Lists in Your Account
Returns the names of every list in the account.
- Retrieve All the Sequences in Your Account
Returns the names of every sequence in the account.
- Retrieve All the Tags in Your Account
Returns the names of every tag in the account.
- Retrieve Lead Details
Returns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.
- Retrieve Subscription Details
Returns the details of one recurring payment subscription.
- Retrieve Transaction Details
Returns the details of one payment transaction.
- Search Lead
Finds a lead by lead ID or email address and returns the lead's profile.
- Subscribe Lead to Calendar
Books a lead into a class on a Kartra calendar.
- Subscribe Lead to List
Subscribes a lead to an existing mailing list.
- Subscribe Lead to Sequence
Adds a lead to a sequence, starting at the given step.
- Unassign Tag From Lead
Removes a tag from a lead, identified by email address.
- Unsubscribe Lead From List
Unsubscribes a lead from a mailing list.
- Unsubscribe Lead From Sequence
Removes a lead from a sequence.
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
More from Relatel
Relatel to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Relatel to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Relatel to StripeStripe is a payment processing platform for online businesses.
Relatel to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Relatel to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Relatel to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Kartra
HubSpot to KartraHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to KartraGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to KartraGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to KartraGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Relatel and Kartra, answered
What can start an automation from Relatel?
Any of Relatel's 4 triggers in the catalog, including New Call, New message, New Smiley and New voicemail. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Kartra when something happens in Relatel?
Any of Kartra's 23 actions, including Create New Lead, Assign Tag to Lead, Edit Lead and Edit Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kartra to Relatel?
Kartra has no triggers in the catalog today, so automations start in Relatel. If you need the other direction, ask: your agent reads Kartra's API documentation and adds it.
Do I have to build a connector for Relatel or Kartra?
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 Relatel and Kartra 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.