--- title: "Connect Webex Teams to Kartra - APIANT.ai" description: "When \"New membership\" fires in Webex Teams, your agent runs \"Create New Lead\" in Kartra." canonical: "https://apiant.ai/connect/webex-teams-to-kartra" --- # Connect Webex Teams to Kartra When **New membership** fires in [Webex Teams](https://apiant.ai/connections/webex-teams), your agent runs **Create New Lead** in [Kartra](https://apiant.ai/connections/kartra). Describe the whole flow and it is built, tested on every scenario and kept running. Webex Teams **2** triggers Webex Teams **16** actions Kartra **23** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Webex Teams and Kartra 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 Webex Teams can start in Kartra - When **New membership** in Webex Teams then **Create New Lead** in Kartra - When **New message** in Webex Teams 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 Webex Teams and Kartra ## Triggers and actions 2 triggers · 39 actions - Trigger **New membership** Triggers when a person is added to a Webex space. - Trigger **New message** Triggers when a new message is posted in a Webex space you are in. - Action **Add membership** Adds a person to a Webex space (room) by person ID or email, optionally as a moderator, and returns the new membership. - Action **Add message** Posts a message to a Webex space, or sends a direct message to a person, with optional text, markdown, a file or an adaptive card. - Action **Add room** Creates a new Webex space (room), optionally inside a team. - Action **Add team** Creates a new team in Webex. The person creating it becomes the team's moderator. - Action **Delete membership** Removes a person from a Webex space by deleting their membership. - Action **Delete message** Deletes a message from a Webex space. - Action **Delete room** Deletes a Webex space (room) by its ID, along with its messages. - Action **Find people by email or name** Finds Webex people by email address or display name and returns the matching people. - Action **Get message** Returns the details of a single Webex message, including its text, room and sender. - Action **Get person** Returns the details of a Webex person, such as their name, email addresses, avatar and status. - Action **Get room** Returns the details of a Webex space, such as its title, type, team and creation date. - Action **List memberships** Returns the memberships of a Webex space, or the spaces a person belongs to. - Action **List messages** Returns the messages in a Webex space, newest first, optionally limited to replies in a thread, messages mentioning someone, or messages before a given time or message. - Action **List rooms** Returns the Webex spaces (rooms) the authenticated user belongs to, optionally filtered by team or space type and sorted. - Action **Update message** Edits the text of a message you previously posted in a Webex space. - Action **Update room** Updates a Webex space's title and settings, such as locking it, making it public, or setting it to announcement-only. - Action **Assign Tag to Lead** Assigns an existing tag to a lead, identified by email address. - Action **Cancel a Subscription** Cancels a recurring payment subscription, found by transaction ID or subscription ID. - Action **Cancel Lead Subscription to Calendar** Cancels a lead's booking in a calendar class. - Action **Create New Lead** Creates a new lead. Fails if a lead with that email already exists. - Action **Edit Lead** Updates an existing lead, found by lead ID or email address. - Action **Edit Subscription** Changes the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited. - Action **Modify Subscription Status** Pauses, resumes or cancels a recurring payment subscription. - Action **Refund a Transaction** Refunds a payment transaction, in full or in part. - Action **Remove Points From a Lead** Deducts points from a lead's score. - Action **Retrieve All the Custom Fields in Your Account** Returns every custom field in the account, with its type and options. - Action **Retrieve All the Lists in Your Account** Returns the names of every list in the account. - Action **Retrieve All the Sequences in Your Account** Returns the names of every sequence in the account. - Action **Retrieve All the Tags in Your Account** Returns the names of every tag in the account. - Action **Retrieve Lead Details** Returns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email. - Action **Retrieve Subscription Details** Returns the details of one recurring payment subscription. - Action **Retrieve Transaction Details** Returns the details of one payment transaction. - Action **Search Lead** Finds a lead by lead ID or email address and returns the lead's profile. - Action **Subscribe Lead to Calendar** Books a lead into a class on a Kartra calendar. - Action **Subscribe Lead to List** Subscribes a lead to an existing mailing list. - Action **Subscribe Lead to Sequence** Adds a lead to a sequence, starting at the given step. - Action **Unassign Tag From Lead** Removes a tag from a lead, identified by email address. - Action **Unsubscribe Lead From List** Unsubscribes a lead from a mailing list. - Action **Unsubscribe Lead From Sequence** Removes a lead from a sequence. ## Each app on its own - [ **Webex Teams** Video conferencing and team messaging platform with APIs for meetings, calling, and chat integrations.](https://apiant.ai/connections/webex-teams) - [ **Kartra** Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site...](https://apiant.ai/connections/kartra) Reviews ## What our customers say ## More from Webex Teams - [ **Webex Teams to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/webex-teams-to-zoom) - [ **Webex Teams to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/webex-teams-to-webflow) - [ **Webex Teams to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/webex-teams-to-wix) - [ **Webex Teams to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/webex-teams-to-linkedin) - [ **Webex Teams to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/webex-teams-to-facebook) - [ **Webex Teams to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/webex-teams-to-anthropic) ## More into Kartra - [ **HubSpot to Kartra** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kartra) - [ **Salesforce to Kartra** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-kartra) - [ **Slack to Kartra** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-kartra) - [ **Google Sheets to Kartra** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-kartra) - [ **Gmail to Kartra** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kartra) - [ **Google Calendar to Kartra** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kartra) Questions ## Webex Teams and Kartra, answered ### ### What can start an automation from Webex Teams? Any of Webex Teams's 2 triggers in the catalog, including New membership and New message. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Kartra when something happens in Webex Teams? 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 Webex Teams? Kartra has no triggers in the catalog today, so automations start in Webex Teams. 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 Webex Teams 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 Webex Teams 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.