--- title: "Connect Relatel to The Official Board - APIANT.ai" description: "When \"New Call\" fires in Relatel, your agent runs \"Create Orgchart PDF File\" in The Official Board." canonical: "https://apiant.ai/connect/relatel-to-the-official-board" --- # Connect Relatel to The Official Board When **New Call** fires in [Relatel](https://apiant.ai/connections/relatel), your agent runs **Create Orgchart PDF File** in [The Official Board](https://apiant.ai/connections/the-official-board). Describe the whole flow and it is built, tested on every scenario and kept running. Relatel **4** triggers Relatel **19** actions The Official Board **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Relatel and The Official Board 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 Relatel can start in The Official Board - When **New Call** in Relatel then **Create Orgchart PDF File** in The Official Board - When **New message** in Relatel then **Create Orgchart XSLX File** in The Official Board 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 The Official Board ## Triggers and actions 4 triggers · 26 actions - Trigger **New Call** Triggers when a new call is made or received in Relatel. - Trigger **New message** Triggered when a new message is sent or received in Relatel. - Trigger **New Smiley** Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel. - Trigger **New voicemail** Triggers when a new voicemail is left for an employee or reception. - Action **Add comment** Adds a comment to a contact in Relatel, optionally notifying a colleague. - Action **Add contact** Adds a new contact to your Relatel company and returns the new contact's id. - Action **Cloak Reception** Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls. - Action **Delete contact** Deletes a contact from your Relatel organization and returns Relatel's confirmation message. - Action **Dial call** Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number. - Action **Do Not Disturb** Turns Do Not Disturb on or off for the connected employee and returns the updated employee. - Action **Find contact by phone number** Finds a Relatel contact by its phone number and returns the contact's details. - Action **Get contact** Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID. - Action **Get employee** Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status. - Action **Join a Group** Adds the authenticated employee to an employee group and returns the group's details after joining. - Action **Leave a Group** Removes the authenticated employee from the chosen employee group and returns the group's details. - Action **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. - Action **List contacts** Returns the contacts in your Relatel account, optionally only those with a given phone number. - Action **List employee groups** Returns all employee groups in your Relatel account, with each group's name, presence status and member employees. - Action **List employees** Returns all employees in your Relatel company, including their phone numbers, presence and group memberships. - Action **List receptions** Returns all receptions (phone lines/queues) in the Relatel account. - Action **List voicemails** Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails. - Action **Send SMS** Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions. - Action **Update contact** Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact. - Action **Create Orgchart PDF File** Generates a PDF file of the org chart for a company on The Official Board. - Action **Create Orgchart XSLX File** Generates an Excel (.xlsx) file containing the org chart of the specified company. - Action **Find companies by name** Finds companies on The Official Board whose name matches the text you give, returning each company's org chart id, industry, country and other details. - Action **Find executives by name** Searches The Official Board for executives by first and/or last name and returns matching executives with their titles and companies. - Action **Get Executive Info** Returns an executive's biography: current roles, education, career history and links. - Action **Get Orgchart Info** Returns a company's org chart: the company details and its list of executives with titles, levels and reporting lines. - Action **List executive direct colleagues** Returns an executive's direct environment: their boss, direct reports and board members. ## Each app on its own - [ **Relatel** Create interesting integrations by using your Relatel events for actions.](https://apiant.ai/connections/relatel) - [ **The Official Board** The Official Board provides organizational charts for 81,000+ global companies, offering insights on...](https://apiant.ai/connections/the-official-board) Reviews ## What our customers say ## More from Relatel - [ **Relatel to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/relatel-to-salesforce) - [ **Relatel to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/relatel-to-slack) - [ **Relatel to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/relatel-to-stripe) - [ **Relatel to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/relatel-to-shopify) - [ **Relatel to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/relatel-to-trello) - [ **Relatel to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/relatel-to-zoom) ## More into The Official Board - [ **HubSpot to The Official Board** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-the-official-board) - [ **Salesforce to The Official Board** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-the-official-board) - [ **Slack to The Official Board** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-the-official-board) - [ **Google Sheets to The Official Board** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-the-official-board) - [ **Gmail to The Official Board** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-the-official-board) - [ **Google Calendar to The Official Board** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-the-official-board) Questions ## Relatel and The Official Board, 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 The Official Board when something happens in Relatel? Any of The Official Board's 7 actions, including Create Orgchart PDF File, Create Orgchart XSLX File, Find companies by name and Find executives by name. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from The Official Board to Relatel? The Official Board has no triggers in the catalog today, so automations start in Relatel. If you need the other direction, ask: your agent reads The Official Board's API documentation and adds it. ### ### Do I have to build a connector for Relatel or The Official Board? 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 The Official Board 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.