Integration
Connect Booqable and EspoCRM
When Completed Payment fires in Booqable, your agent runs Add contact in EspoCRM, or New contact in EspoCRM to Create Customer in Booqable. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Booqable and EspoCRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Booqable and EspoCRM can do together
From Booqable to EspoCRM
When Completed Payment in Booqable
then Add contact in EspoCRM
When New Customer in Booqable
then Add task in EspoCRM
From EspoCRM to Booqable
When New contact in EspoCRM
then Create Customer in Booqable
When New Lead in EspoCRM
then Create Order in Booqable
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 Booqable and EspoCRM
Triggers and actions 11 triggers ยท 31 actions
Trigger
Completed PaymentTriggers when a payment is completed.
Trigger
Finalize InvoiceTriggers when an invoice is finalized.
Trigger
New CustomerTriggers when a new customer is added.
Trigger
New ProductFires when a new product is created in the catalog.
Trigger
Reserved OrderTriggers when an order is reserved.
Trigger
Started OrderTriggers when an order is started.
Trigger
Stopped OrderTriggers when an order is stopped.
Trigger
Updated OrderTriggers when an order is updated.
Action
Create CouponCreates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.
Action
Create CustomerCreates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.
Action
Create OrderCreates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.
Action
Find Customer - By IDReturns one Booqable customer by its id, including the account's own customer custom fields.
Action
Find Customer - By Name or EmailFinds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.
Action
Find Order - By IDReturns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.
Action
Find Product - By IDReturns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.
Action
List CustomersReturns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.
Action
List DocumentsReturns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.
Action
List LocationsReturns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.
Action
List OrdersReturns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.
Action
List PaymentsReturns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.
Action
List ProductsReturns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.
Action
List Stock ItemsReturns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.
Action
Update CustomerUpdates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.
Trigger
New contactTriggers when a new contact is created in EspoCRM.
Trigger
New LeadTriggers when a new lead is created in EspoCRM.
Trigger
New opportunityTriggers when a new opportunity is created in EspoCRM.
Action
Add accountCreates a new account (company) in EspoCRM and returns its attributes.
Action
Add caseCreates a new case (support ticket) in EspoCRM.
Action
Add contactCreates a new contact in EspoCRM.
Action
Add opportunityCreates a new opportunity (deal) in EspoCRM and returns the created record.
Action
Add taskCreates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.
Action
Create LeadCreates a new lead in EspoCRM and returns the created lead record.
Action
Find accountsFinds EspoCRM accounts whose name matches the text you supply.
Action
Find contactsFinds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.
Action
Find LeadFinds leads in EspoCRM matching a value on a chosen attribute (email address by default).
Action
Get contactReturns a single EspoCRM contact by its ID, with all its attributes including custom fields.
Action
Get LeadReturns a single EspoCRM lead by its ID, with all of its fields.
Action
Get TaskReturns one task by its ID, with its subject, status, dates, parent record and assignee.
Action
Update accountUpdates an existing account (company) in EspoCRM. Only the fields you fill in are changed.
Action
Update contactUpdates an existing contact in EspoCRM, changing only the fields you fill in.
Action
Update LeadUpdates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.
Action
Update opportunityUpdates an existing opportunity in EspoCRM, changing only the fields you fill in.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Booqable and EspoCRM, answered
What can start an automation from Booqable?
Any of Booqable's 8 triggers in the catalog, including Completed Payment, New Customer, New Product and Updated Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in EspoCRM when something happens in Booqable?
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 Booqable?
Yes. When something happens in EspoCRM, your agent can act in Booqable too. This page covers both directions: EspoCRM's triggers and Booqable's actions are listed here as well.
Do I have to build a connector for Booqable 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.