# Connect EspoCRM to Emelia When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add Contact to a List** in [Emelia](https://apiant.ai/connections/emelia). Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions Emelia **16** 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 Emelia to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Emelia - When **New contact** in EspoCRM then **Add Contact to a List** in Emelia - When **New Lead** in EspoCRM then **Add Contact to a Campaign** in Emelia 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 Emelia ## Triggers and actions 3 triggers · 32 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 campaign** Creates a new email campaign in Emelia with the given name and time zone. - Action **Add Contact to a Campaign** Adds a contact to an Emelia campaign. - Action **Add Contact to a List** Adds a single contact to an Emelia list (and to any campaigns using that list), optionally updating it if it already exists. - Action **Add Contact to Blacklist** Adds an email address or an entire domain to your Emelia blacklist so it is never contacted by your campaigns. - Action **Add list** Creates a new, empty contact list in Emelia. - Action **Delete contact** Deletes a contact (and its company data) from an Emelia contact list; the removal also propagates to campaigns using that list. - Action **Get campaign** Returns the full configuration of an Emelia campaign, including the contact lists attached to it and excluded from it. - Action **Get campaign statistics** Returns sending, open, click and reply statistics for an Emelia campaign, overall and per step. - Action **Get contact** Returns a single contact from an Emelia contact list. - Action **List Campaign Contacts** Returns the contacts enrolled in an email campaign, optionally filtered by an engagement event or a search term. - Action **List campaigns** Returns all campaigns in your Emelia account. - Action **List contacts** Returns the contacts in an Emelia contact list, optionally filtered by search text or an exact email or LinkedIn URL. - Action **Search Contact** Searches a contact list for contacts by exact email, LinkedIn URL, or free text, and returns the matches. - Action **Set a Custom Field to a Contact** Sets the value of a custom field on a contact in an Emelia campaign, identified by email or LinkedIn profile URL. - Action **Test Webhook** Sends a test call to an existing Emelia webhook. - Action **Update contact** Updates an Emelia contact's values; fields you don't send stay unchanged, and changes propagate to campaigns using the contact's list. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Emelia** Emelia is an all-in-one cold-emailing tool where you can scale easily your cold email, scrape data, and find...](https://apiant.ai/connections/emelia) 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 Emelia - [ **HubSpot to Emelia** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-emelia) - [ **Salesforce to Emelia** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-emelia) - [ **Slack to Emelia** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-emelia) - [ **Google Sheets to Emelia** Google Sheets](https://apiant.ai/connect/google-sheets-to-emelia) - [ **Gmail to Emelia** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-emelia) - [ **Google Calendar to Emelia** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-emelia) Questions ## EspoCRM and Emelia, 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 Emelia when something happens in EspoCRM? Any of Emelia's 16 actions, including Update contact, Add campaign, Add Contact to a Campaign and Add Contact to a List. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Emelia to EspoCRM? Emelia has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads Emelia's API documentation and adds it. ### ### Do I have to build a connector for EspoCRM or Emelia? 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.