Integration
Connect Roll to Kartra
When New Company fires in Roll, 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 Roll 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 Roll can start in Kartra
When New Company in Roll
then Create New Lead in Kartra
When New Project in Roll
then Assign Tag to 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 Roll and Kartra
Triggers and actions 3 triggers · 34 actions
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Time RecordTriggers when a new time record is created.
Action
Add taskCreate a task via the Roll GraphQL API task add mutation.
Action
Create CompanyCreates a new company.
Action
Create ProjectCreates a new project.
Action
Create Time RecordCreates a new time record.
Action
Find CompanyFinds an existing company.
Action
Find employeeSearch employees via the Roll GraphQL API employees query.
Action
Find ProjectFinds an existing project.
Action
Find Time RecordLooks up Roll time records via the GraphQL time query.
Action
Update projectUpdate a project via the Roll GraphQL API project update mutation.
Action
Update taskUpdate a task via the Roll GraphQL API task update mutation.
Action
Update time recordUpdate a time entry via the Roll GraphQL API time update mutation.
Action
Assign Tag to LeadAssigns an existing tag to a lead, identified by email address.
Action
Cancel a SubscriptionCancels a recurring payment subscription, found by transaction ID or subscription ID.
Action
Cancel Lead Subscription to CalendarCancels a lead's booking in a calendar class.
Action
Create New LeadCreates a new lead. Fails if a lead with that email already exists.
Action
Edit LeadUpdates an existing lead, found by lead ID or email address.
Action
Edit SubscriptionChanges the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.
Action
Modify Subscription StatusPauses, resumes or cancels a recurring payment subscription.
Action
Refund a TransactionRefunds a payment transaction, in full or in part.
Action
Remove Points From a LeadDeducts points from a lead's score.
Action
Retrieve All the Custom Fields in Your AccountReturns every custom field in the account, with its type and options.
Action
Retrieve All the Lists in Your AccountReturns the names of every list in the account.
Action
Retrieve All the Sequences in Your AccountReturns the names of every sequence in the account.
Action
Retrieve All the Tags in Your AccountReturns the names of every tag in the account.
Action
Retrieve Lead DetailsReturns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.
Action
Retrieve Subscription DetailsReturns the details of one recurring payment subscription.
Action
Retrieve Transaction DetailsReturns the details of one payment transaction.
Action
Search LeadFinds a lead by lead ID or email address and returns the lead's profile.
Action
Subscribe Lead to CalendarBooks a lead into a class on a Kartra calendar.
Action
Subscribe Lead to ListSubscribes a lead to an existing mailing list.
Action
Subscribe Lead to SequenceAdds a lead to a sequence, starting at the given step.
Action
Unassign Tag From LeadRemoves a tag from a lead, identified by email address.
Action
Unsubscribe Lead From ListUnsubscribes a lead from a mailing list.
Action
Unsubscribe Lead From SequenceRemoves 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
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Questions
Roll and Kartra, answered
What can start an automation from Roll?
Any of Roll's 3 triggers in the catalog, including New Company, New Project and New Time Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Kartra when something happens in Roll?
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 Roll?
Kartra has no triggers in the catalog today, so automations start in Roll. 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 Roll 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 Roll 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.