# Connect Channels and EspoCRM When **New Call Finished** fires in [Channels](https://apiant.ai/connections/channels), your agent runs **Add contact** in [EspoCRM](https://apiant.ai/connections/espocrm), or **New contact** in EspoCRM to **Create New Contact** in Channels. Describe the whole flow and it is built, tested on every scenario and kept running. Channels **2** triggers Channels **9** actions EspoCRM **3** triggers EspoCRM **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Channels and EspoCRM to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Channels and EspoCRM can do together ### From Channels to EspoCRM - When **New Call Finished** in Channels then **Add contact** in EspoCRM - When **New Voicemail Left **in Channels then **Add task** in EspoCRM ### From EspoCRM to Channels - When **New contact** in EspoCRM then **Create New Contact** in Channels - When **New Lead** in EspoCRM then **Add note to contact** in Channels 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 Channels and EspoCRM ## Triggers and actions 5 triggers · 25 actions - Trigger **New Call Finished** Triggers when a call is finished. - Trigger **New Voicemail Left** - Action **Add note to contact** Add a note to a contact's history. - Action **Add number to do-not-call list** Block a phone number by adding it to the Do Not Call list. - Action **Create New Contact** Creates a new Contact in your Channels account. - Action **Delete contact** Delete a contact by id. - Action **Delete number from do-not-call list** Unblock a phone number by removing it from the Do Not Call list. - Action **Get account balance** Retrieve the account's current finance balance. - Action **Get contact** Retrieve a single contact by id. - Action **List contacts** List all contacts on the account. - Action **Update contact** Update an existing contact's fields. - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add account** Creates a new account (company) in EspoCRM and returns its attributes. - Action **Add case** Creates a new case (support ticket) in EspoCRM. - Action **Add contact** Creates a new contact in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Create Lead** Creates a new lead in EspoCRM and returns the created lead record. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update contact** Updates an existing contact in EspoCRM, changing only the fields you fill in. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Action **Update opportunity** Updates an existing opportunity in EspoCRM, changing only the fields you fill in. ## Each app on its own - [ **Channels** Channels is a data-driven phone system that lets you make and take calls directly in the browser.](https://apiant.ai/connections/channels) - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) Reviews ## What our customers say ## More from Channels - [ **Channels to Karlia** Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings...](https://apiant.ai/connect/channels-to-karlia) - [ **Channels to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/channels-to-hubspot) - [ **Channels to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/channels-to-salesforce) - [ **Channels to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/channels-to-slack) - [ **Channels to Google Sheets** Google Sheets](https://apiant.ai/connect/channels-to-google-sheets) - [ **Channels to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/channels-to-gmail) ## More into EspoCRM - [ **ActiveCampaign to EspoCRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-espocrm) - [ **Airtable to EspoCRM** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-espocrm) - [ **Asana to EspoCRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-espocrm) - [ **ClickUp to EspoCRM** 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-espocrm) - [ **Discord to EspoCRM** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-espocrm) - [ **Brevo to EspoCRM** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-espocrm) Questions ## Channels and EspoCRM, answered ### ### What can start an automation from Channels? Any of Channels's 2 triggers in the catalog, including New Call Finished and New Voicemail Left. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EspoCRM when something happens in Channels? 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 Channels? Yes. When something happens in EspoCRM, your agent can act in Channels too. This page covers both directions: EspoCRM's triggers and Channels's actions are listed here as well. ### ### Do I have to build a connector for Channels 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.