--- title: "Connect EspoCRM to Aurora Inbox - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Update Contact\" in Aurora Inbox." canonical: "https://apiant.ai/connect/espocrm-to-aurora-inbox" --- # Connect EspoCRM to Aurora Inbox When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Update Contact** in [Aurora Inbox](https://apiant.ai/connections/aurora-inbox). Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions Aurora Inbox **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EspoCRM and Aurora Inbox 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 EspoCRM can start in Aurora Inbox - When **New contact** in EspoCRM then **Update Contact** in Aurora Inbox - When **New Lead** in EspoCRM then **Send media message** in Aurora Inbox 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 EspoCRM and Aurora Inbox ## Triggers and actions 3 triggers · 36 actions - 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. - Action **Add chat** Creates a new chat conversation for a contact on a specific channel. - Action **Add company** Adds a new company. - Action **Add tag** Creates a tag in Aurora Inbox that can be attached to any chat. If a tag with the same name already exists, that tag is returned. - Action **Create Opportunity** Create a new opportunity - Action **Delete contact** Deletes a contact by its ID. - Action **Find chats by criteria** Returns up to 25 chats that match the specified search term, channel, team, unanswered and unread criteria. - Action **Get Chat** Returns one chat by id: contact, channel, channel type, owner, agents and status flags. - Action **Get company** Fetches a single company by id. - Action **Get contact** Fetches a single contact by id. - Action **Get or Create Contact** Finds a contact by phone number, or creates one when no contact has that number. When a contact is found, any name, email, company name and custom property values you supply are applied to it. - Action **List Chat Opportunities** Returns the opportunities (deals) attached to a chat. - Action **List Chat Tags** Returns all tags currently attached to a chat: attachment id, roomId, tagId, tagName. - Action **List companies** Lists companies in Aurora Inbox, optionally filtered by a keyword search. - Action **List tags** Returns all tags configured in the Aurora Inbox account, optionally with the number of chats tagged with each. - Action **List teams** Returns all teams configured in the Aurora Inbox account, including their members and roles. - Action **Send media message** Sends a file (image, video, audio or document) to an Aurora Inbox chat, with an optional caption. - Action **Send message** Sends a text message, or an internal note visible only to agents, to an Aurora Inbox chat. - Action **Tag chat** Attaches a tag to a chat, either an existing tag or one looked up by name (created if no tag with that name exists). If the chat already has the tag, the existing attachment is returned. - Action **Update company** Updates fields on an existing company. - Action **Update Contact** Updates an existing contact's name, phone, email, company name and custom property values. Blank fields keep their current values. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Aurora Inbox** Aurora Inbox transforms your business WhatsApp into an intelligent sales hub.](https://apiant.ai/connections/aurora-inbox) Reviews ## What our customers say ## More from EspoCRM - [ **EspoCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/espocrm-to-hubspot) - [ **EspoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/espocrm-to-salesforce) - [ **EspoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/espocrm-to-slack) - [ **EspoCRM to Google Sheets** Google Sheets](https://apiant.ai/connect/espocrm-to-google-sheets) - [ **EspoCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/espocrm-to-gmail) - [ **EspoCRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/espocrm-to-google-calendar) ## More into Aurora Inbox - [ **monday.com to Aurora Inbox** monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what...](https://apiant.ai/connect/monday-com-to-aurora-inbox) - [ **Telegram to Aurora Inbox** Telegram is a cloud-based instant messaging and voice over IP service developed by Telegram Messenger LLP.](https://apiant.ai/connect/telegram-to-aurora-inbox) - [ **HubSpot to Aurora Inbox** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-aurora-inbox) - [ **Salesforce to Aurora Inbox** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-aurora-inbox) - [ **Slack to Aurora Inbox** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-aurora-inbox) - [ **Google Sheets to Aurora Inbox** Google Sheets](https://apiant.ai/connect/google-sheets-to-aurora-inbox) Questions ## EspoCRM and Aurora Inbox, answered ### ### What can start an automation from EspoCRM? Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Aurora Inbox when something happens in EspoCRM? Any of Aurora Inbox's 20 actions, including Create Opportunity, Send media message, Send message and Update company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Aurora Inbox to EspoCRM? Aurora Inbox has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads Aurora Inbox's API documentation and adds it. ### ### Do I have to build a connector for EspoCRM or Aurora Inbox? 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 EspoCRM and Aurora Inbox 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.