--- title: "Connect EspoCRM and Groove - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Add label to ticket\" in Groove, or \"Customer Added\" in Groove to \"Add contact\" in EspoCRM." canonical: "https://apiant.ai/connect/espocrm-to-groove" --- # Connect EspoCRM and Groove When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add label to ticket** in [Groove](https://apiant.ai/connections/groove), or **Customer Added** in Groove 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 Groove **9** triggers Groove **15** 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 Groove 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 and Groove can do together ### From EspoCRM to Groove - When **New contact** in EspoCRM then **Add label to ticket** in Groove - When **New Lead** in EspoCRM then **Add message** in Groove ### From Groove to EspoCRM - When **Customer Added** in Groove then **Add contact** in EspoCRM - When **Note Added** in Groove 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 Groove ## Triggers and actions 12 triggers · 31 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 **Agent Replied** Triggers when an agent replies to a ticket. - Trigger **Customer Added** Triggers when a customer is created. - Trigger **Customer Replied** Triggers when a customer replies to a ticket. - Trigger **Note Added** Triggers when a note is added to a ticket. - Trigger **Ticket Assigned** Triggers when a ticket is assigned. - Trigger **Ticket Closed** Triggers when a ticket is closed. - Trigger **Ticket Opened** Triggers when a ticket is opened. - Trigger **Ticket Started** Triggers when a new ticket is created. - Trigger **Ticket Tagged** Triggers when a ticket is tagged. - Action **Add label to ticket** Adds one or more labels to a Groove ticket, keeping its existing labels, and returns the updated ticket. - Action **Add message** Adds a new message (reply or private note) to an existing Groove ticket. - Action **Add Note** Adds a private note to a Groove ticket, visible only to agents. - Action **Change Assigned Agent** Assigns a Groove ticket to a different agent, identified by the agent's email address. - Action **Change Ticket Mailbox** Moves a ticket into a different mailbox. - Action **Change Ticket State** Changes the state of a Groove ticket (unread, opened, pending, closed or spam). - Action **Close Ticket** Closes a Groove ticket by setting its state to closed. - Action **Create New Ticket** Creates a new ticket in Groove from a customer or agent, with its first message. - Action **Get customer** Returns one Groove customer, looked up by email address, including their contact details and custom attributes. - Action **Get ticket** Returns a single Groove ticket by its ticket number. - Action **List agents** Returns the agents on your Groove account, optionally limited to one group. - Action **List mailboxes** Returns all mailboxes in the Groove account, with each mailbox's name and email address. - Action **List messages** Returns the messages and notes on a Groove ticket. - Action **Reopen Ticket** Reopens a Groove ticket by setting its state to opened. - Action **Update customer** Updates a customer's profile details, such as name, company, title and contact info, identified by their email address. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Groove** The simple helpdesk for SaaS and eCommerce businesses.](https://apiant.ai/connections/groove) 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 Groove - [ **Google Sheets to Groove** Google Sheets](https://apiant.ai/connect/google-sheets-to-groove) - [ **Gmail to Groove** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-groove) - [ **Google Calendar to Groove** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-groove) - [ **Google Drive to Groove** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-groove) - [ **ActiveCampaign to Groove** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-groove) - [ **Airtable to Groove** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-groove) Questions ## EspoCRM and Groove, 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 Groove when something happens in EspoCRM? Any of Groove's 15 actions, including Create New Ticket, Update customer, Add label to ticket and Add message. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Groove to EspoCRM? Yes. When something happens in Groove, your agent can act in EspoCRM too. This page covers both directions: Groove's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or Groove? 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 Groove 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.