Integration
Connect EquipDash and EspoCRM
When Booking Status Changed fires in EquipDash, your agent runs Add contact in EspoCRM, or New contact in EspoCRM to Add Note to Customer in EquipDash. 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 EquipDash 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 EquipDash and EspoCRM can do together
From EquipDash to EspoCRM
When Booking Status Changed in EquipDash
then Add contact in EspoCRM
When Booking Updated in EquipDash
then Add task in EspoCRM
From EspoCRM to EquipDash
When New contact in EspoCRM
then Add Note to Customer in EquipDash
When New Lead in EspoCRM
then Add Note to Booking in EquipDash
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 EquipDash and EspoCRM
Triggers and actions 21 triggers · 51 actions
Trigger
Booking CancelledTriggers when a booking is cancelled.
Trigger
Booking Checked InTriggers when a booking is checked in.
Trigger
Booking Picked UpTriggers when a booking is picked up.
Trigger
Booking ReturnedTriggers when a booking is returned.
Trigger
Booking Status ChangedTriggers when a booking status changes.
Trigger
Booking UpdatedTriggers when a booking is updated.
Trigger
Customer UpdatedTriggers when a customer is updated.
Trigger
Experience CreatedTriggers when a new experience is created.
Trigger
Experience Schedule CreatedTriggers when an experience schedule is created.
Trigger
Experience UpdatedTriggers when an experience is updated.
Trigger
Inventory AddedTriggers when inventory is added to a product.
Trigger
Inventory UpdatedTriggers when inventory is updated.
Trigger
New CustomerTriggers when a new customer is created.
Trigger
Payment ReceivedTriggers when a payment is received.
Trigger
Product CreatedTriggers when a new product is created.
Trigger
Product UpdatedTriggers when a product is updated.
Trigger
Promo Code CreatedTriggers when a new promo code is created.
Trigger
Shift CreatedTriggers when a new shift is created.
Action
Add Inventory to ProductAdds inventory to a product.
Action
Add Note to BookingAdds a note to a booking.
Action
Add Note to CustomerAdds a note to a customer.
Action
Add Note to WorkshopAdds a note to a workshop item.
Action
Add Payment to BookingAdds a payment to a booking.
Action
Add Pricing to ProductAdds a pricing tier to a product.
Action
Add Schedule to ExperienceAdds a schedule slot to an experience.
Action
Add to WorkshopAdds an item to the workshop.
Action
Archive ExperienceArchives an experience.
Action
Archive ProductArchives a product.
Action
Cancel BookingCancels a booking.
Action
Check Product AvailabilityChecks availability of a product for given dates.
Action
Create BookingCreates a new booking.
Action
Create CustomerCreates a new customer.
Action
Create ExperienceCreates a new experience.
Action
Create Experience CategoryCreates a new experience category.
Action
Create ProductCreates a new product.
Action
Create Product CategoryCreates a new product category.
Action
Create Promo CodeCreates a new promo code.
Action
Create ShiftCreates a new staff shift.
Action
Create TagCreates a new tag.
Action
Create VoucherCreates a new voucher.
Action
Delete CustomerDeletes a customer.
Action
Find CustomerFinds a customer.
Action
Find ExperienceFinds a experience.
Action
Find ProductFinds a product.
Action
Find Promo CodeFinds a promo code.
Action
Find StaffFinds a staff.
Action
Find VoucherFinds a voucher.
Action
Remove From WorkshopRemoves an item from the workshop.
Action
Update Booking StatusUpdates the status of a booking.
Action
Update CustomerUpdates a customer.
Action
Update ExperienceUpdates an experience.
Action
Update ProductUpdates a product.
Action
Update Tags on BookingUpdates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.
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
More from EquipDash
EquipDash to KnockNotification infrastructure API for sending multi-channel messages: email, SMS, push, in-app, and chat...
EquipDash to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
EquipDash to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
EquipDash to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
EquipDash to Google SheetsGoogle Sheets
EquipDash to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into EspoCRM
ActiveCampaign to EspoCRMActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to EspoCRMOrganize anything with Airtable, a modern database created for everyone.
Asana to EspoCRMAsana is a collaborative information manager for workspace.
ClickUp to EspoCRMClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to EspoCRMDiscord is an all-in-one voice and text chat for gamers.
Brevo to EspoCRMBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
EquipDash and EspoCRM, answered
What can start an automation from EquipDash?
Any of EquipDash's 18 triggers in the catalog, including Booking Status Changed, Booking Updated, Customer Updated and Experience Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in EspoCRM when something happens in EquipDash?
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 EquipDash?
Yes. When something happens in EspoCRM, your agent can act in EquipDash too. This page covers both directions: EspoCRM's triggers and EquipDash's actions are listed here as well.
Do I have to build a connector for EquipDash 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.