--- title: "Connect ChMeetings and EspoCRM - APIANT.ai" description: "When \"New Contribution\" fires in ChMeetings, your agent runs \"Add contact\" in EspoCRM, or \"New contact\" in EspoCRM to \"List Webhook Events\" in ChMeetings." canonical: "https://apiant.ai/connect/chmeetings-to-espocrm" --- # Connect ChMeetings and EspoCRM When **New Contribution** fires in [ChMeetings](https://apiant.ai/connections/chmeetings), your agent runs **Add contact** in [EspoCRM](https://apiant.ai/connections/espocrm), or **New contact** in EspoCRM to **List Webhook Events** in ChMeetings. Describe the whole flow and it is built, tested on every scenario and kept running. ChMeetings **2** triggers ChMeetings **5** 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 ChMeetings and EspoCRM 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 ChMeetings and EspoCRM can do together ### From ChMeetings to EspoCRM - When **New Contribution** in ChMeetings then **Add contact** in EspoCRM - When **New Person** in ChMeetings then **Add task** in EspoCRM ### From EspoCRM to ChMeetings - When **New contact** in EspoCRM then **List Webhook Events** in ChMeetings - When **New Lead** in EspoCRM then **Create Contribution Action** in ChMeetings 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 ChMeetings and EspoCRM ## Triggers and actions 5 triggers · 21 actions - Trigger **New Contribution** Triggers when new contribution added. - Trigger **New Person** Triggers when a new person is created in ChMeetings. - Action **Create Contribution Action** Create a Contribution in Chmeetings - Action **Create Person** Creates a new person in ChMeetings. - Action **Get Person** Returns one person by id. - Action **List Contributions** Lists contributions in the ChMeetings account, each with id, amount, funds, payment method, giver and reference_id. - Action **List Webhook Events** - 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 - [ **ChMeetings** ChMeetings is a church management software that helps manage people, services, events, donations, and more.](https://apiant.ai/connections/chmeetings) - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) Reviews ## What our customers say ## More from ChMeetings - [ **ChMeetings to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chmeetings-to-hubspot) - [ **ChMeetings to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chmeetings-to-salesforce) - [ **ChMeetings to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chmeetings-to-slack) - [ **ChMeetings to Google Sheets** Google Sheets](https://apiant.ai/connect/chmeetings-to-google-sheets) - [ **ChMeetings to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/chmeetings-to-gmail) - [ **ChMeetings to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/chmeetings-to-google-calendar) ## 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 ## ChMeetings and EspoCRM, answered ### ### What can start an automation from ChMeetings? Any of ChMeetings's 2 triggers in the catalog, including New Contribution and New Person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EspoCRM when something happens in ChMeetings? 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 ChMeetings? Yes. When something happens in EspoCRM, your agent can act in ChMeetings too. This page covers both directions: EspoCRM's triggers and ChMeetings's actions are listed here as well. ### ### Do I have to build a connector for ChMeetings 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 ChMeetings 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.