--- title: "Connect EspoCRM to Evernote - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Create Task\" in Evernote." canonical: "https://apiant.ai/connect/espocrm-to-evernote" --- # Connect EspoCRM to Evernote When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Create Task** in [Evernote](https://apiant.ai/connections/evernote). Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **10** actions Evernote **13** 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 Evernote 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 Evernote - When **New contact** in EspoCRM then **Create Task** in Evernote - When **New Lead** in EspoCRM then **Update Task** in Evernote 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 Evernote ## Triggers and actions 3 triggers · 23 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 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 **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 Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Action **Create Note** Creates a new empty note in Evernote, optionally in a chosen notebook and with tags. Use Edit Note to add body content. - Action **Create Notebook** Creates a new Evernote notebook. - Action **Create Tag** Creates a new Evernote tag. - Action **Create Task** Creates a task inside an Evernote note. - Action **Delete Note** Moves an Evernote note to the trash. - Action **Edit Note** Changes an Evernote note: renames it and/or appends, prepends or replaces part of its body. - Action **Get Note** Returns one Evernote note by its ID, including title, body, notebook, tags, tasks and timestamps. - Action **Search Notebooks** Finds Evernote notebooks by name, or lists all notebooks. - Action **Search Notes** Finds Evernote notes using Evernote's search syntax and returns their IDs, titles and snippets. - Action **Search Tags** Finds Evernote tags by name, or lists all tags. - Action **Search Tasks** Finds Evernote tasks you own or are assigned to, filtered by status, due date, priority and text. - Action **Update Note Tags** Adds and/or removes tags on one or more Evernote notes. - Action **Update Task** Marks an Evernote task completed or open, or changes its label, due date, priority, flag or description. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Evernote** Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and...](https://apiant.ai/connections/evernote) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Evernote - [ **HubSpot to Evernote** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-evernote) - [ **Salesforce to Evernote** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-evernote) - [ **Slack to Evernote** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-evernote) - [ **Google Sheets to Evernote** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-evernote) - [ **Gmail to Evernote** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-evernote) - [ **Google Calendar to Evernote** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-evernote) Questions ## EspoCRM and Evernote, 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 Evernote when something happens in EspoCRM? Any of Evernote's 13 actions, including Create Note, Create Notebook, Create Tag and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Evernote to EspoCRM? Evernote has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads Evernote's API documentation and adds it. ### ### Do I have to build a connector for EspoCRM or Evernote? 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 Evernote 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.