Integration
Connect Apollo and Otter.ai
When Account Updated fires in Apollo, your agent runs Create Conversation From File in Otter.ai, or New Conversation in Otter.ai to Create Contact in Apollo. 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 Apollo and Otter.ai 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 Apollo and Otter.ai can do together
From Apollo to Otter.ai
When Account Updated in Apollo
then Create Conversation From File in Otter.ai
From Otter.ai to Apollo
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 Apollo and Otter.ai
Triggers and actions 5 triggers · 15 actions
- Account Updated
Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.
- Contact Updated
Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.
- New Account
Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.
- New Contact
Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.
- Create Account
An Account is a company that your team has added to Apollo.
- Create Contact
A Contact is a person your team has added to Apollo.
- Create Deal
Deals are records that you can use to track possible opportunities with your prospective customers.
- Create Task
Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).
- Find Contact
Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.
- Find Deal
Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.
- Find Task
Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.
- Get Account
Returns the details of an existing Apollo account (a company saved in Apollo), including its custom field values.
- Update Account
Update an existing Account.
- Update Contact
Update an already existing Contact.
- New Conversation
Triggers when a new conversation appears in your Otter account, optionally limited to one channel.
- 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.
- Get Conversation
Returns a conversation's details and summary, with optional action items, insights, outline and transcript.
- Get Conversation Audio
Returns the MP3 download link for a conversation's audio.
- Get Workspace
Returns your Otter workspace's details, including its ID, name, owner and member count.
- Get Workspace Analytics
Returns workspace usage for a date range: transcribed minutes, conversation counts, seats and per-member usage.
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
Apollo and Otter.ai, answered
What can start an automation from Apollo?
Any of Apollo's 4 triggers in the catalog, including Account Updated, Contact Updated, New Account and New Contact. 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 Apollo?
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 Apollo?
Yes. When something happens in Otter.ai, your agent can act in Apollo too. This page covers both directions: Otter.ai's triggers and Apollo's actions are listed here as well.
Do I have to build a connector for Apollo 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 Apollo and Otter.ai 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.