--- title: "Connect Apollo and EquipDash - APIANT.ai" description: "When \"Account Updated\" fires in Apollo, your agent runs \"Add Note to Customer\" in EquipDash." canonical: "https://apiant.ai/connect/apollo-to-equipdash" --- # Connect Apollo and EquipDash When **Account Updated** fires in [Apollo](https://apiant.ai/connections/apollo), your agent runs **Add Note to Customer** in [EquipDash](https://apiant.ai/connections/equipdash), or **Booking Status Changed** in EquipDash to **Create Contact** in Apollo. Describe the whole flow and it is built, tested on every scenario and kept running. Apollo **4** triggers Apollo **10** actions EquipDash **18** triggers EquipDash **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Apollo and EquipDash 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 Apollo and EquipDash can do together ### From Apollo to EquipDash - When **Account Updated** in Apollo then **Add Note to Customer** in EquipDash - When **Contact Updated** in Apollo then **Add Note to Booking** in EquipDash ### From EquipDash to Apollo - When **Booking Status Changed** in EquipDash then **Create Contact** in Apollo - When **Booking Updated** in EquipDash then **Create Deal** in 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 EquipDash ## Triggers and actions 22 triggers · 45 actions - Trigger **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. - 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. - 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. - 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. - Action **Create Account** An Account is a company that your team has added to Apollo. - Action **Create Contact** A Contact is a person your team has added to Apollo. - Action **Create Deal** Deals are records that you can use to track possible opportunities with your prospective customers. - Action **Create Task** Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact). - Action **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. - Action **Find Deal** Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals. - Action **Find Task** Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks. - Action **Get Account** Returns the details of an existing Apollo account (a company saved in Apollo), including its custom field values. - Action **Update Account** Update an existing Account. - Action **Update Contact** Update an already existing Contact. - Trigger **Booking Cancelled** Triggers when a booking is cancelled. - Trigger **Booking Checked In** Triggers when a booking is checked in. - Trigger **Booking Picked Up** Triggers when a booking is picked up. - Trigger **Booking Returned** Triggers when a booking is returned. - Trigger **Booking Status Changed** Triggers when a booking status changes. - Trigger **Booking Updated** Triggers when a booking is updated. - Trigger **Customer Updated** Triggers when a customer is updated. - Trigger **Experience Created** Triggers when a new experience is created. - Trigger **Experience Schedule Created** Triggers when an experience schedule is created. - Trigger **Experience Updated** Triggers when an experience is updated. - Trigger **Inventory Added** Triggers when inventory is added to a product. - Trigger **Inventory Updated** Triggers when inventory is updated. - Trigger **New Customer** Triggers when a new customer is created. - Trigger **Payment Received** Triggers when a payment is received. - Trigger **Product Created** Triggers when a new product is created. - Trigger **Product Updated** Triggers when a product is updated. - Trigger **Promo Code Created** Triggers when a new promo code is created. - Trigger **Shift Created** Triggers when a new shift is created. - Action **Add Inventory to Product** Adds inventory to a product. - Action **Add Note to Booking** Adds a note to a booking. - Action **Add Note to Customer** Adds a note to a customer. - Action **Add Note to Workshop** Adds a note to a workshop item. - Action **Add Payment to Booking** Adds a payment to a booking. - Action **Add Pricing to Product** Adds a pricing tier to a product. - Action **Add Schedule to Experience** Adds a schedule slot to an experience. - Action **Add to Workshop** Adds an item to the workshop. - Action **Archive Experience** Archives an experience. - Action **Archive Product** Archives a product. - Action **Cancel Booking** Cancels a booking. - Action **Check Product Availability** Checks availability of a product for given dates. - Action **Create Booking** Creates a new booking. - Action **Create Customer** Creates a new customer. - Action **Create Experience** Creates a new experience. - Action **Create Experience Category** Creates a new experience category. - Action **Create Product** Creates a new product. - Action **Create Product Category** Creates a new product category. - Action **Create Promo Code** Creates a new promo code. - Action **Create Shift** Creates a new staff shift. - Action **Create Tag** Creates a new tag. - Action **Create Voucher** Creates a new voucher. - Action **Delete Customer** Deletes a customer. - Action **Find Customer** Finds a customer. - Action **Find Experience** Finds a experience. - Action **Find Product** Finds a product. - Action **Find Promo Code** Finds a promo code. - Action **Find Staff** Finds a staff. - Action **Find Voucher** Finds a voucher. - Action **Remove From Workshop** Removes an item from the workshop. - Action **Update Booking Status** Updates the status of a booking. - Action **Update Customer** Updates a customer. - Action **Update Experience** Updates an experience. - Action **Update Product** Updates a product. - Action **Update Tags on Booking** Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically. ## Each app on its own - [ **Apollo** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connections/apollo) - [ **EquipDash** EquipDash is a AI-powered equipment rental and tour booking software built for outdoor recreation operators.](https://apiant.ai/connections/equipdash) Reviews ## What our customers say ## More from Apollo - [ **Apollo to Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connect/apollo-to-streak) - [ **Apollo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apollo-to-hubspot) - [ **Apollo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apollo-to-salesforce) - [ **Apollo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apollo-to-slack) - [ **Apollo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/apollo-to-google-sheets) - [ **Apollo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apollo-to-gmail) ## More into EquipDash - [ **ActiveCampaign to EquipDash** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-equipdash) - [ **Airtable to EquipDash** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-equipdash) - [ **Asana to EquipDash** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-equipdash) - [ **ClickUp to EquipDash** 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-equipdash) - [ **Discord to EquipDash** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-equipdash) - [ **Brevo to EquipDash** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-equipdash) Questions ## Apollo and EquipDash, 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 EquipDash when something happens in Apollo? Any of EquipDash's 35 actions, including Create Booking, Create Customer, Create Experience and Create Experience Category. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EquipDash to Apollo? Yes. When something happens in EquipDash, your agent can act in Apollo too. This page covers both directions: EquipDash's triggers and Apollo's actions are listed here as well. ### ### Do I have to build a connector for Apollo or EquipDash? 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 EquipDash 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.