Integration
Connect EspoCRM to Octane AI
When New contact fires in EspoCRM, your agent runs Add experiment in Octane AI. 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 Octane AI 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)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 can start in Octane AI
When New contact in EspoCRM
then Add experiment in Octane AI
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 Octane AI
Triggers and actions 3 triggers · 21 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 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.
- 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 Lead
Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.
- Add experiment
Creates a draft A/B experiment on a quiz, testing a saved version against the live version.
- Add export
Requests a new export of shopper profiles, quiz responses or quiz analytics. Returns the queued export, whose download link becomes available once it completes.
- Delete quiz
Soft-deletes a quiz in your Octane AI store.
- Get quiz
Returns a quiz's summary and structure: its pages in order, their content components, rules and jumps, and the scoring dimensions. An error occurs if the quiz is not found.
- Get quiz analytics overview
Returns a quiz's analytics for a date range: daily views, starts, completions, opt-ins, orders and revenue, with totals and publish markers.
- Get shopper profile
Returns one shopper profile: their emails and phones, latest quiz answers and results, quiz sessions and linked orders.
- Get store analytics overview
Returns store-wide quiz analytics for a date range: daily views, starts, completions, opt-ins, orders and revenue, plus totals and rates.
- List experiments
Returns the A/B experiments across the store, newest first, with each experiment's status, decision settings and arms.
- List quizzes
Returns the store's quizzes with their name, status, archive state and published version.
- List shopper profiles
Returns the store's shopper profiles, most recently seen first, optionally narrowed by a search term, a quiz or a date range.
- Publish quiz version
Publishes a saved version of a quiz so shoppers see it. Publishing an older version rolls the live quiz back; the draft is unchanged.
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 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.
EspoCRM to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
EspoCRM to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Octane AI
Questions
EspoCRM and Octane AI, 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 Octane AI when something happens in EspoCRM?
Any of Octane AI's 11 actions, including Add experiment, Add export, Get quiz and Get quiz analytics overview. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Octane AI to EspoCRM?
Octane AI has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads Octane AI's API documentation and adds it.
Do I have to build a connector for EspoCRM or Octane AI?
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 Octane AI 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.