Integration
Connect Dotdigital and EspoCRM
When Contact Created fires in Dotdigital, your agent runs Find contacts in EspoCRM, or New contact in EspoCRM to Create or Update Contact (Deprecated) in Dotdigital. 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 Dotdigital 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 Dotdigital and EspoCRM can do together
From Dotdigital to EspoCRM
When Contact Created in Dotdigital
then Find contacts in EspoCRM
When Campaign Activity in Dotdigital
then Add task in EspoCRM
From EspoCRM to Dotdigital
When New contact in EspoCRM
then Create or Update Contact (Deprecated) in Dotdigital
When New Lead in EspoCRM
then Create Contact Data Field in Dotdigital
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 Dotdigital and EspoCRM
Triggers and actions 8 triggers · 19 actions
Trigger
Campaign ActivityTriggers when a contact's activity (opens, clicks, replies, bounces, unsubscribes) on the selected email campaign changes.
Trigger
Campaign OpensTriggers when a contact opens the selected email campaign.
Trigger
Contact CreatedTriggers when a new contact is created in your Dotdigital account.
Trigger
Contact SuppressedTriggers when a contact is suppressed in your Dotdigital account (unsubscribed, bounced, complained or blocked), with the reason.
Trigger
Contact UnsubscribedTriggers when a contact unsubscribes from your Dotdigital account.
Action
Create a ListCreates a new contact list (address book) in Dotdigital.
Action
Create Contact Data FieldCreates a new contact data field in your Dotdigital account, such as a birthday or loyalty tier, for storing information about contacts.
Action
Create or Update Contact (Deprecated)Creates a contact, or updates the existing contact with the same email address, and adds it to the All contacts list. Uses Dotdigital's deprecated contact API; prefer Create or Update Contact for new automations.
Action
Refresh SegmentStarts a refresh of a Dotdigital segment so its membership is recalculated, and returns the refresh status.
Action
Resubscribe ContactResubscribes a previously unsubscribed contact to your account, sending them a re-subscription challenge email when Dotdigital requires one.
Action
Send Email CampaignSends an email campaign to lists, segments or individual contacts, either immediately or at a scheduled date and time.
Action
Send SMSSends a single SMS message to a mobile number, unless that number has opted out of SMS. Long messages over 160 characters are charged as multiple messages.
Action
Send Transactional EmailSends a transactional email, such as an order confirmation or password reset, with your own HTML or plain-text content. Not for marketing content.
Action
Unsubscribe ContactUnsubscribes a contact from the whole Dotdigital account by email address, and returns the suppressed contact with the date and reason.
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 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
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 LeadUpdates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.
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
Dotdigital and EspoCRM, answered
What can start an automation from Dotdigital?
Any of Dotdigital's 5 triggers in the catalog, including Contact Created, Campaign Activity, Campaign Opens and Contact Suppressed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in EspoCRM when something happens in Dotdigital?
Any of EspoCRM's 10 actions, including Update account, Update Lead, Add opportunity and Add task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from EspoCRM to Dotdigital?
Yes. When something happens in EspoCRM, your agent can act in Dotdigital too. This page covers both directions: EspoCRM's triggers and Dotdigital's actions are listed here as well.
Do I have to build a connector for Dotdigital 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 Dotdigital 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.