Integration
Connect Carbon Voice and EspoCRM
When New Action Item Created fires in Carbon Voice, your agent runs Add contact in EspoCRM, or New contact in EspoCRM to Add Link Attachments to Message in Carbon Voice. 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 Carbon Voice and EspoCRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Carbon Voice and EspoCRM can do together
From Carbon Voice to EspoCRM
When New Action Item Created in Carbon Voice
then Add contact in EspoCRM
When New AI Prompt Response Generated in Carbon Voice
then Add task in EspoCRM
From EspoCRM to Carbon Voice
When New contact in EspoCRM
then Add Link Attachments to Message in Carbon Voice
When New Lead in EspoCRM
then Create Message Share Link in Carbon Voice
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 Carbon Voice and EspoCRM
Triggers and actions 10 triggers · 40 actions
Trigger
Action Item DeletedTriggers when an action item is deleted.
Trigger
New Action Item CreatedTriggers when an action item is created.
Trigger
New AI Prompt Response GeneratedTriggers when AI Prompt happened to a message(s).
Trigger
New AI System Prompt Response GeneratedTriggers when AI System Prompt happened to a message(s).
Trigger
New Message Posted to ConversationTriggers when a message is posted into a conversation.
Trigger
New Message ReceivedTriggers when a message is received in any conversation (Not includes your own messages).
Trigger
New Voice Memo CreatedTriggers when a voice memo is created.
Action
Add folderCreate a folder.
Action
Add Link Attachments to MessageAdd one or more link attachments to a Message.
Action
Create Action ItemCreate an Action Item.
Action
Create AI Prompt ResponseCreates a new Ai response for given prompt and message(s).
Action
Create Message Share LinkCreate a share link for a message.
Action
Create Voice MemoCreate a Voice Memo from audio file, transcript or links.
Action
Delete action itemDelete an action item.
Action
Delete folderDelete a folder and nested content.
Action
Find users by email, phone or nameSearch users by email, phone or name.
Action
Get AI Prompt ResponseReturns one AI prompt response (prompt, generated responses per language, source messages) by id.
Action
Get conversationGet a conversation by id.
Action
Get messageGet a message by id.
Action
Get Message Share LinkReturns one message share link by id.
Action
Get userGet a user by id.
Action
List AI Prompts/prompts (optional owner_type=user|workspace|system, workspace_id) — lists the AI prompts available to the account, returning each prompt's id. Read-only.
Action
List conversationsList all of the user's conversations (id and name only).
Action
List conversation usersList users in a conversation.
Action
List foldersList root folders.
Action
List messagesList messages.
Action
List workspacesList workspaces the user can access.
Action
Send Direct Message to User(s)Send a Direct Message to specific User(s).
Action
Send Message to ConversationSend a Message to specific Conversation.
Action
Update Action ItemUpdate an Action Item.
Action
Update folderRename a folder.
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
Carbon Voice and EspoCRM, answered
What can start an automation from Carbon Voice?
Any of Carbon Voice's 7 triggers in the catalog, including New Action Item Created, New AI Prompt Response Generated, New AI System Prompt Response Generated and New Message Posted to Conversation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in EspoCRM when something happens in Carbon Voice?
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 Carbon Voice?
Yes. When something happens in EspoCRM, your agent can act in Carbon Voice too. This page covers both directions: EspoCRM's triggers and Carbon Voice's actions are listed here as well.
Do I have to build a connector for Carbon Voice 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.
Can my AI client use Carbon Voice and EspoCRM 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.