# Connect Airtable and EspoCRM

When **New or Updated Record** fires in [Airtable](https://apiant.ai/connections/airtable), your agent runs **Add contact** in [EspoCRM](https://apiant.ai/connections/espocrm), or **New contact** in EspoCRM to **Add Comment to Record** in Airtable. Describe the whole flow and it is built, tested on every scenario and kept running.

Airtable **2** triggers Airtable **14** actions EspoCRM **3** triggers EspoCRM **16** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Airtable and EspoCRM to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Airtable and EspoCRM can do together

### From Airtable to EspoCRM

- When **New or Updated Record** in Airtable then **Add contact** in EspoCRM
- When **New Record** in Airtable then **Add task** in EspoCRM

### From EspoCRM to Airtable

- When **New contact** in EspoCRM then **Add Comment to Record** in Airtable
- When **New Lead** in EspoCRM then **Create or Update Record** in Airtable

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 Airtable and EspoCRM

## Triggers and actions 5 triggers · 30 actions

- Trigger

**New or Updated Record**

Triggers when a record is created or updated.

- Trigger

**New Record**

Triggers when a new record is created or new or existing records when first added to a selected view.

- Action

**Add Comment to Record**

Add a comment to an existing record in Airtable.

- Action

**Create Base**

Create a new Airtable base in your workspace.

- Action

**Create or Update Record**

Find and update an existing record, or create a new one.

- Action

**Create Record**

Creates a new record with auto-populating fields.

- Action

**Create Table**

Create a new table in an existing Airtable base.

- Action

**Delete Record**

Delete a record in a table.

- Action

**Find Record**

Find a record in a table.

- Action

**Find Record by ID**

Find a specific record using its unique ID.

- Action

**Find Table**

Find tables by searching for a keyword in table name or description.

- Action

**Get All Records**

List all records from a table with pagination support.

- Action

**Get Base Schema**

Retrieve the complete schema for a base, including all tables and their field definitions.

- Action

**List bases**

Lists every Airtable base the connected account can see. Takes no search criterion.

- Action

**Update Multiple Records**

Update up to 10 records at once in a specific table.

- Action

**Update Record**

Update a record in a specific table.

- Trigger

**New contact**

Triggers when a new contact is created in EspoCRM.

- Trigger

**New Lead**

Triggers when a new lead is created in EspoCRM.

- Trigger

**New opportunity**

Triggers when a new opportunity is created in EspoCRM.

- Action

**Add account**

Creates a new account (company) in EspoCRM and returns its attributes.

- Action

**Add case**

Creates a new case (support ticket) in EspoCRM.

- Action

**Add contact**

Creates a new contact in EspoCRM.

- Action

**Add opportunity**

Creates a new opportunity (deal) in EspoCRM and returns the created record.

- Action

**Add task**

Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.

- Action

**Create Lead**

Creates a new lead in EspoCRM and returns the created lead record.

- Action

**Find accounts**

Finds EspoCRM accounts whose name matches the text you supply.

- Action

**Find contacts**

Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.

- Action

**Find Lead**

Finds leads in EspoCRM matching a value on a chosen attribute (email address by default).

- Action

**Get contact**

Returns a single EspoCRM contact by its ID, with all its attributes including custom fields.

- Action

**Get Lead**

Returns a single EspoCRM lead by its ID, with all of its fields.

- Action

**Get Task**

Returns one task by its ID, with its subject, status, dates, parent record and assignee.

- Action

**Update account**

Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed.

- Action

**Update contact**

Updates an existing contact in EspoCRM, changing only the fields you fill in.

- Action

**Update Lead**

Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.

- Action

**Update opportunity**

Updates an existing opportunity in EspoCRM, changing only the fields you fill in.

## Each app on its own

- [ **Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connections/airtable)
- [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm)

Reviews

## What our customers say

## More from Airtable

- [ **Airtable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/airtable-to-hubspot)
- [ **Airtable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/airtable-to-slack)
- [ **Airtable to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/airtable-to-google-calendar)
- [ **Airtable to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/airtable-to-google-drive)
- [ **Airtable to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/airtable-to-shopify)
- [ **Airtable to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/airtable-to-quickbooks-online)

## More into EspoCRM

- [ **ActiveCampaign to EspoCRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-espocrm)
- [ **Asana to EspoCRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-espocrm)
- [ **ClickUp to EspoCRM** 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-espocrm)
- [ **Discord to EspoCRM** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-espocrm)
- [ **Brevo to EspoCRM** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-espocrm)
- [ **Calendly to EspoCRM** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-espocrm)

Questions

## Airtable and EspoCRM, answered

###

### What can start an automation from Airtable?

Any of Airtable's 2 triggers in the catalog, including New or Updated Record and New Record. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in EspoCRM when something happens in Airtable?

Any of EspoCRM's 16 actions, including Create Lead, Update account, Update contact and Update Lead. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from EspoCRM to Airtable?

Yes. When something happens in EspoCRM, your agent can act in Airtable too. This page covers both directions: EspoCRM's triggers and Airtable's actions are listed here as well.

###

### Do I have to build a connector for Airtable or EspoCRM?

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.

###

### 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.
