Integration
Connect EspoCRM and Membership.io
When New contact fires in EspoCRM, your agent runs Add File Tag in Membership.io, or New Audience in Membership.io to Add contact in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want EspoCRM and Membership.io to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What EspoCRM and Membership.io can do together
From EspoCRM to Membership.io
When New contact in EspoCRM
then Add File Tag in Membership.io
From Membership.io to 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 Membership.io
Triggers and actions 10 triggers · 24 actions
- New contact
Triggers when a new contact is created in EspoCRM.
- New Lead
Triggers when a new lead is created in EspoCRM.
- New opportunity
Triggers when a new opportunity is created in EspoCRM.
- Add account
Creates a new account (company) in EspoCRM and returns its attributes.
- Add case
Creates a new case (support ticket) in EspoCRM.
- Add contact
Creates a new contact in EspoCRM.
- Add opportunity
Creates a new opportunity (deal) in EspoCRM and returns the created record.
- Add task
Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.
- Create Lead
Creates a new lead in EspoCRM and returns the created lead record.
- Find accounts
Finds EspoCRM accounts whose name matches the text you supply.
- Find contacts
Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.
- Find Lead
Finds leads in EspoCRM matching a value on a chosen attribute (email address by default).
- Get contact
Returns a single EspoCRM contact by its ID, with all its attributes including custom fields.
- Get Lead
Returns a single EspoCRM lead by its ID, with all of its fields.
- Get Task
Returns one task by its ID, with its subject, status, dates, parent record and assignee.
- Update account
Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed.
- Update contact
Updates an existing contact in EspoCRM, changing only the fields you fill in.
- Update Lead
Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.
- Update opportunity
Updates an existing opportunity in EspoCRM, changing only the fields you fill in.
- New Audience
Triggers when a new audience member is added.
- New Audience Tag
Triggers when a new audience tag is created.
- New File
Triggers when a new file is added to your library.
- New Folder
Triggers when a new folder is created.
- New Hub
Triggers when a new hub is created.
- New Playlist
Triggers when a new playlist is created.
- New Widget or Plugin
Triggers when a new widget or plugin is created.
- Add Achievement
Awards manual achievements to an audience member.
- Add Audience Tag
Attaches one or more tags to an audience member.
- Add File Tag
Sets the tags on a file, replacing its current tags.
- Add Hub Access
Grants an audience member access to one or more hubs.
- Add or Update Audience
Creates an audience member, or updates the existing one with the same email.
- Find Audience
Finds an audience member by email.
- Remove Audience Tag
Removes one or more tags from an audience member.
- Remove Hub Access
Revokes an audience member's access to one or more hubs.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from EspoCRM
EspoCRM to AmberOneTurn any website into a build-ready Android, iOS, PWA or Electron app project
EspoCRM to New Relic InsightsNew Relic Insights is a real-time analytics platform that collects metrics directly from your live...
EspoCRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
EspoCRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
EspoCRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
EspoCRM to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
More into Membership.io
Gmail to Membership.ioGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Membership.ioGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Membership.ioGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Membership.ioMailchimp marketing automation and email platform.
Questions
EspoCRM and Membership.io, 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 Membership.io when something happens in EspoCRM?
Any of Membership.io's 8 actions, including Add Achievement, Add Audience Tag, Add File Tag and Add Hub Access. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Membership.io to EspoCRM?
Yes. When something happens in Membership.io, your agent can act in EspoCRM too. This page covers both directions: Membership.io's triggers and EspoCRM's actions are listed here as well.
Do I have to build a connector for EspoCRM or Membership.io?
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 Membership.io 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.