--- title: "Connect AskHandle and eWay-CRM - APIANT.ai" description: "When \"New keyword notification\" fires in AskHandle, your agent runs \"Save a Contact\" in eWay-CRM." canonical: "https://apiant.ai/connect/askhandle-to-eway-crm" --- # Connect AskHandle and eWay-CRM When **New keyword notification** fires in [AskHandle](https://apiant.ai/connections/askhandle), your agent runs **Save a Contact** in [eWay-CRM](https://apiant.ai/connections/eway-crm), or **New or Updated Company** in eWay-CRM to **Add message** in AskHandle. Describe the whole flow and it is built, tested on every scenario and kept running. AskHandle **3** triggers AskHandle **7** 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 AskHandle 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 AskHandle and eWay-CRM can do together ### From AskHandle to eWay-CRM - When **New keyword notification** in AskHandle then **Save a Contact** in eWay-CRM - When **New message** in AskHandle then **Save a Deal** in eWay-CRM ### From eWay-CRM to AskHandle - When **New or Updated Company** in eWay-CRM then **Add message** in AskHandle - When **New or Updated Contact** in eWay-CRM then **Get message** in AskHandle 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 AskHandle and eWay-CRM ## Triggers and actions 9 triggers · 17 actions - Trigger **New keyword notification** Triggers when a customer's chat matches one of your AskHandle notification keywords. - Trigger **New message** Triggers when a new chat message is posted in any AskHandle room. - Trigger **New room** Triggers when a new chat room is created in AskHandle. - Action **Add message** Adds a new message to an existing AskHandle chat room. - Action **Add room** Creates a new chat room in AskHandle. - Action **Get message** Returns the details of a single AskHandle chat message, including its sender, body and send time. - Action **Get room** Returns the details of a specific chat room, including its messages. - Action **List messages** Returns all messages in your AskHandle account. - Action **List rooms** Returns all chat rooms in your AskHandle account. - Action **Update room** Updates a chat room's name, rating or bot setting, and returns the updated room. - 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 - [ **AskHandle** AskHandle is a cutting-edge AI platform that allows businesses to create their own personalized AI.](https://apiant.ai/connections/askhandle) - [ **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 AskHandle - [ **AskHandle to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/askhandle-to-hubspot) - [ **AskHandle to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/askhandle-to-salesforce) - [ **AskHandle to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/askhandle-to-slack) - [ **AskHandle to Google Sheets** Google Sheets](https://apiant.ai/connect/askhandle-to-google-sheets) - [ **AskHandle to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/askhandle-to-gmail) - [ **AskHandle to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/askhandle-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 ## AskHandle and eWay-CRM, answered ### ### What can start an automation from AskHandle? Any of AskHandle's 3 triggers in the catalog, including New keyword notification, New message and New room. 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 AskHandle? 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 AskHandle? Yes. When something happens in eWay-CRM, your agent can act in AskHandle too. This page covers both directions: eWay-CRM's triggers and AskHandle's actions are listed here as well. ### ### Do I have to build a connector for AskHandle 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 AskHandle 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.