--- title: "Connect AgencyAccess and eWay-CRM - APIANT.ai" description: "When \"Client Created\" fires in AgencyAccess, your agent runs \"Save a Contact\" in eWay-CRM." canonical: "https://apiant.ai/connect/agencyaccess-to-eway-crm" --- # Connect AgencyAccess and eWay-CRM When **Client Created** fires in [AgencyAccess](https://apiant.ai/connections/agencyaccess), your agent runs **Save a Contact** in [eWay-CRM](https://apiant.ai/connections/eway-crm), or **New or Updated Company** in eWay-CRM to **Create Client** in AgencyAccess. Describe the whole flow and it is built, tested on every scenario and kept running. AgencyAccess **1** trigger AgencyAccess **3** actions eWay-CRM **6** triggers eWay-CRM **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AgencyAccess and eWay-CRM 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 AgencyAccess and eWay-CRM can do together ### From AgencyAccess to eWay-CRM - When **Client Created** in AgencyAccess then **Save a Contact** in eWay-CRM - When **Client Created** in AgencyAccess then **Save a Deal** in eWay-CRM ### From eWay-CRM to AgencyAccess - When **New or Updated Company** in eWay-CRM then **Create Client** in AgencyAccess - When **New or Updated Contact** in eWay-CRM then **Send Webhook Test Event** in AgencyAccess 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 AgencyAccess and eWay-CRM ## Triggers and actions 7 triggers · 13 actions - Trigger **Client Created** Triggers when a client is created in AgencyAccess, from the dashboard, the API or an access page. - Action **Create Client** Creates a client in AgencyAccess. - Action **Get Client** Returns a single AgencyAccess client by its ID, including contact details, language and metadata. - Action **Send Webhook Test Event** Sends a webhook.test event to an AgencyAccess webhook. - Trigger **New or Updated Company** Triggers when a company is created or changed in eWay-CRM. - Trigger **New or Updated Contact** Triggers when a contact is created or updated in eWay-CRM. - Trigger **New or Updated Deal** Triggers when a deal is created or updated in eWay-CRM. - Trigger **New or Updated Journal** Triggers when a journal entry is created or updated in eWay-CRM. - Trigger **New or Updated Project** Triggers when a project is created or updated in eWay-CRM. - Trigger **New or Updated Task** Triggers when a task is created or changed in eWay-CRM. - Action **Find a Contact** Finds contacts in eWay-CRM matching an email, name, company or phone number. - Action **Find a Deal** Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria. - Action **Find a Drop-Down Menu Value** Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label. - Action **Find a Task** Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply. - Action **Save a Company** Creates a new company in eWay-CRM, or updates an existing one when a company ID is given. - Action **Save a Contact** Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied. - Action **Save a Deal** Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given. - Action **Save a Journal** Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given. - Action **Save a Project** Creates a new project in eWay-CRM, or updates an existing project when its ID is given. - Action **Save a Task** Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied. ## Each app on its own - [ **AgencyAccess** AgencyAccess allows marketing agencies to request access to their clients Google and Meta accounts via a...](https://apiant.ai/connections/agencyaccess) - [ **eWay-CRM** eWay-CRM is a CRM software embedded right into Microsoft Outlook.](https://apiant.ai/connections/eway-crm) Reviews ## What our customers say ## More from AgencyAccess - [ **AgencyAccess to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agencyaccess-to-hubspot) - [ **AgencyAccess to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agencyaccess-to-salesforce) - [ **AgencyAccess to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agencyaccess-to-slack) - [ **AgencyAccess to Google Sheets** Google Sheets](https://apiant.ai/connect/agencyaccess-to-google-sheets) - [ **AgencyAccess to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agencyaccess-to-gmail) - [ **AgencyAccess to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/agencyaccess-to-google-calendar) ## More into eWay-CRM - [ **ActiveCampaign to eWay-CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-eway-crm) - [ **Airtable to eWay-CRM** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-eway-crm) - [ **Asana to eWay-CRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-eway-crm) - [ **ClickUp to eWay-CRM** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-eway-crm) - [ **Discord to eWay-CRM** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-eway-crm) - [ **Brevo to eWay-CRM** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-eway-crm) Questions ## AgencyAccess and eWay-CRM, answered ### ### What can start an automation from AgencyAccess? Any of AgencyAccess's 1 trigger in the catalog, including Client Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in eWay-CRM when something happens in AgencyAccess? Any of eWay-CRM's 10 actions, including Find a Contact, Find a Deal, Find a Drop-Down Menu Value and Find a Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from eWay-CRM to AgencyAccess? Yes. When something happens in eWay-CRM, your agent can act in AgencyAccess too. This page covers both directions: eWay-CRM's triggers and AgencyAccess's actions are listed here as well. ### ### Do I have to build a connector for AgencyAccess or eWay-CRM? 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 AgencyAccess and eWay-CRM 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.