# Connect Apollo and eWay-CRM When **Account Updated** fires in [Apollo](https://apiant.ai/connections/apollo), 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 Contact** in Apollo. Describe the whole flow and it is built, tested on every scenario and kept running. Apollo **4** triggers Apollo **10** 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 Apollo 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 Apollo and eWay-CRM can do together ### From Apollo to eWay-CRM - When **Account Updated** in Apollo then **Save a Contact** in eWay-CRM - When **Contact Updated** in Apollo then **Find a Contact** in eWay-CRM ### From eWay-CRM to Apollo - When **New or Updated Company** in eWay-CRM then **Create Contact** in Apollo - When **New or Updated Contact** in eWay-CRM then **Update Contact** 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 eWay-CRM ## Triggers and actions 10 triggers · 20 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 **Update Account** Update an existing Account. - Action **Update Contact** Update an already existing Contact. - Action **Update Deal** Update an already existing Deal. - 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 - [ **Apollo** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connections/apollo) - [ **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 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](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 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 ## Apollo and eWay-CRM, 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 eWay-CRM when something happens in Apollo? 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 Apollo? Yes. When something happens in eWay-CRM, your agent can act in Apollo too. This page covers both directions: eWay-CRM's triggers and Apollo's actions are listed here as well. ### ### Do I have to build a connector for Apollo 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 Apollo 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.