--- title: "Connect EspoCRM to Direct Mail Manager - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Add address\" in Direct Mail Manager." canonical: "https://apiant.ai/connect/espocrm-to-direct-mail-manager" --- # Connect EspoCRM to Direct Mail Manager When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add address** in [Direct Mail Manager](https://apiant.ai/connections/direct-mail-manager). Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions Direct Mail Manager **12** 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 Direct Mail Manager 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 Direct Mail Manager - When **New contact** in EspoCRM then **Add address** in Direct Mail Manager - When **New Lead** in EspoCRM then **Add address to mailing list** in Direct Mail Manager 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 Direct Mail Manager ## Triggers and actions 3 triggers · 28 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 address** Adds a new recipient address to your Direct Mail Manager account, optionally placing it on one or more mailing lists, and returns the new address's id and verification result. - Action **Add address to mailing list** Adds an existing address to a mailing list. An address can belong to any number of mailing lists. - Action **Add mailing list** Creates a new mailing list in Direct Mail Manager and returns its ID. - Action **Delete address** Deletes an address from your Direct Mail Manager account. The deletion is a soft delete, so the address can be restored later; suppressed or locked addresses cannot be deleted. - Action **Delete mailing list** Permanently deletes a mailing list. Addresses that were on the list are kept. - Action **Get address** Returns a single address from Direct Mail Manager, including its verification status, deliverability, mailing lists, metadata and custom field values. - Action **Get mailing list** Returns a single mailing list by its ID, including its name, address count and mailable count. - Action **List addresses** Returns the addresses in your Direct Mail Manager account, optionally narrowed by name, location, verification status, creation date or a search term. - Action **List mailing lists** Returns the mailing lists in your Direct Mail Manager account, with each list's name, address counts and dates. Optionally filter by name, search text or creation date. - Action **Suppress address** Suppresses an address so no postcards are sent to it, no matter how many mailing lists it belongs to. Returns the updated address. - Action **Update address** Updates an existing address in Direct Mail Manager, including its recipient name, street address, mailing lists, metadata and custom field values. - Action **Update mailing list** Renames an existing mailing list in Direct Mail Manager and returns the updated mailing list. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Direct Mail Manager** Direct Mail Manager makes sending postcards, letters, and checks as easy as sending an email.](https://apiant.ai/connections/direct-mail-manager) 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 Direct Mail Manager - [ **HubSpot to Direct Mail Manager** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-direct-mail-manager) - [ **Salesforce to Direct Mail Manager** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-direct-mail-manager) - [ **Slack to Direct Mail Manager** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-direct-mail-manager) - [ **Google Sheets to Direct Mail Manager** Google Sheets](https://apiant.ai/connect/google-sheets-to-direct-mail-manager) - [ **Gmail to Direct Mail Manager** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-direct-mail-manager) - [ **Google Calendar to Direct Mail Manager** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-direct-mail-manager) Questions ## EspoCRM and Direct Mail Manager, 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 Direct Mail Manager when something happens in EspoCRM? Any of Direct Mail Manager's 12 actions, including Update address, Update mailing list, Add address and Add address to mailing list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Direct Mail Manager to EspoCRM? Direct Mail Manager has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads Direct Mail Manager's API documentation and adds it. ### ### Do I have to build a connector for EspoCRM or Direct Mail Manager? 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 Direct Mail Manager 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.