--- title: "Connect EspoCRM to Clever Elements - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Find subscriber by email\" in Clever Elements." canonical: "https://apiant.ai/connect/espocrm-to-clever-elements" --- # Connect EspoCRM to Clever Elements When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Find subscriber by email** in [Clever Elements](https://apiant.ai/connections/clever-elements). Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions Clever Elements **14** 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 Clever Elements 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 Clever Elements - When **New contact** in EspoCRM then **Find subscriber by email** in Clever Elements - When **New Lead** in EspoCRM then **Add list** in Clever Elements 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 Clever Elements ## Triggers and actions 3 triggers · 30 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 list** Creates a new subscriber list in your Clever Elements account, with an optional description. - Action **Add Subscriber** Adds a subscriber to a Clever Elements subscriber list without double opt-in, optionally setting personalization fields. An existing subscriber's personalization fields are overwritten. - Action **Add subscriber field** Creates a new subscriber (personalization) field in your Clever Elements account. - Action **Delete list** Deletes a subscriber list from your Clever Elements account. Subscribers on the list are kept in the account. - Action **Delete subscriber** Deletes a subscriber from your Clever Elements account by subscriber ID. - Action **Find subscriber by email** Finds a subscriber by email address and returns their subscriber ID, personalization field values and the newsletters they have received. - Action **Get list details** Returns one subscriber list's details by list ID: its name, description, and subscriber and unsubscriber counts. Fails if the list is not found. - Action **Get subscriber** Returns a subscriber's subscription status on each list: the list ID with the times they subscribed and unsubscribed. - Action **List lists** Returns every subscriber list in the Clever Elements account, with each list's ID and name. - Action **List subscriber fields** Returns every subscriber personalization (custom) field defined in the Clever Elements account, with its ID, name, description and type. - Action **List subscribers** Returns every subscriber on a Clever Elements list, with each subscriber's ID, email address and subscribe/unsubscribe times. - Action **Unsubscribe Subscriber From All List** Unsubscribes a subscriber from every subscriber list in the Clever Elements account. The subscriber record itself is kept. - Action **Unsubscribe Subscriber From List** Unsubscribes a subscriber from one Clever Elements list. The subscriber stays in the account and on any other lists. - Action **Update Subscriber** Updates an existing subscriber's personalization fields in a Clever Elements list, identified by email address. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Clever Elements** We've built the road to email marketing. Email marketing cloud since 2003.](https://apiant.ai/connections/clever-elements) 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 Clever Elements - [ **HubSpot to Clever Elements** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-clever-elements) - [ **Salesforce to Clever Elements** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-clever-elements) - [ **Slack to Clever Elements** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-clever-elements) - [ **Google Sheets to Clever Elements** Google Sheets](https://apiant.ai/connect/google-sheets-to-clever-elements) - [ **Gmail to Clever Elements** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clever-elements) - [ **Google Calendar to Clever Elements** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-clever-elements) Questions ## EspoCRM and Clever Elements, 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 Clever Elements when something happens in EspoCRM? Any of Clever Elements's 14 actions, including Update Subscriber, Add list, Add Subscriber and Add subscriber field. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clever Elements to EspoCRM? Clever Elements has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads Clever Elements's API documentation and adds it. ### ### Do I have to build a connector for EspoCRM or Clever Elements? 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 Clever Elements 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.