# Connect EspoCRM and Formstack When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Create Folder** in [Formstack](https://apiant.ai/connections/formstack), or **New Form** in Formstack to **Add contact** in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions Formstack **1** trigger Formstack **18** 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 Formstack 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 and Formstack can do together ### From EspoCRM to Formstack - When **New contact** in EspoCRM then **Create Folder** in Formstack - When **New Lead** in EspoCRM then **Create Form** in Formstack ### From Formstack to EspoCRM - When **New Form** in Formstack then **Add contact** in EspoCRM - When **New Form** in Formstack then **Add task** in EspoCRM 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 Formstack ## Triggers and actions 4 triggers · 34 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. - Trigger **New Form** Triggers when a new form is created in the account. - Action **Copy Form** Create a copy of an existing form. - Action **Create Folder** Create a new form folder. - Action **Create Form** Create a new form. - Action **Create Form Field** Add a new field to a form. - Action **Create Submission** Submit data to a form. Field values are passed as field_ keys. - Action **Create Webhook** Create a webhook on a form that POSTs to a URL when a submission is received. - Action **Delete folder** Delete a folder. - Action **Delete Form** Delete a form by ID. - Action **Delete Submission** Delete a submission by ID. - Action **Delete Webhook** Delete a webhook by ID. - Action **Get folder** Get a folder by id. - Action **Get Form** Retrieve details for a single form by ID. - Action **Get form field** Get one field on a form. - Action **List Form Confirmations** List confirmation emails configured on a form. - Action **List Form Fields** List all fields on a form. - Action **List form notifications** List notification emails for a form. - Action **List Webhooks** List webhooks configured on a form. - Action **Update folder** Update a folder. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Formstack** Formstack is an online form builder and workplace productivity platform.](https://apiant.ai/connections/formstack) 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 Formstack - [ **ActiveCampaign to Formstack** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-formstack) - [ **Airtable to Formstack** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-formstack) - [ **Asana to Formstack** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-formstack) - [ **ClickUp to Formstack** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-formstack) - [ **Discord to Formstack** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-formstack) - [ **Brevo to Formstack** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-formstack) Questions ## EspoCRM and Formstack, 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 Formstack when something happens in EspoCRM? Any of Formstack's 18 actions, including Create Folder, Create Form, Create Form Field and Create Submission. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Formstack to EspoCRM? Yes. When something happens in Formstack, your agent can act in EspoCRM too. This page covers both directions: Formstack's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or Formstack? 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.