# Connect EspoCRM and Foxit eSign When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add folder from PDFs** in [Foxit eSign](https://apiant.ai/connections/foxit-esign), or **Document Cancelled** in Foxit eSign 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 Foxit eSign **2** triggers Foxit eSign **5** 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 Foxit eSign 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 Foxit eSign can do together ### From EspoCRM to Foxit eSign - When **New contact** in EspoCRM then **Add folder from PDFs** in Foxit eSign - When **New Lead** in EspoCRM then **Send signature reminder** in Foxit eSign ### From Foxit eSign to EspoCRM - When **Document Cancelled** in Foxit eSign then **Add contact** in EspoCRM - When **Document Deleted** in Foxit eSign 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 Foxit eSign ## Triggers and actions 5 triggers · 21 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 **Document Cancelled** Triggers when a recipient cancels or declines a Foxit eSign envelope (folder). - Trigger **Document Deleted** Triggers when a Foxit eSign envelope (folder) is deleted. - Action **Add folder from PDFs** Creates a folder of documents for signature from PDF files at public URLs or in base64, with its recipient parties, and optionally sends it right away or opens embedded sending/signing sessions. - Action **Cancel folder** Cancels a sent folder (envelope) so recipients can no longer sign its documents, recording the reason in the folder's history. - Action **Find folders by status and date** Returns the IDs of folders (envelopes) created within a date range, optionally filtered by status such as executed, sent or draft. - Action **Get folder** Returns the full details of a Foxit eSign folder (envelope), including its status, documents and recipient parties. - Action **Send signature reminder** Sends a reminder email to the recipients of a folder (envelope) who have not yet signed it. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Foxit eSign** Foxit eSign is an end-to-end cloud-based esignature solution that is cost-effective, comprehensive, and...](https://apiant.ai/connections/foxit-esign) 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 Foxit eSign - [ **ActiveCampaign to Foxit eSign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-foxit-esign) - [ **Airtable to Foxit eSign** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-foxit-esign) - [ **Asana to Foxit eSign** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-foxit-esign) - [ **ClickUp to Foxit eSign** 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-foxit-esign) - [ **Discord to Foxit eSign** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-foxit-esign) - [ **Brevo to Foxit eSign** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-foxit-esign) Questions ## EspoCRM and Foxit eSign, 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 Foxit eSign when something happens in EspoCRM? Any of Foxit eSign's 5 actions, including Send signature reminder, Add folder from PDFs, Find folders by status and date and Get folder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Foxit eSign to EspoCRM? Yes. When something happens in Foxit eSign, your agent can act in EspoCRM too. This page covers both directions: Foxit eSign's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or Foxit eSign? 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.