Integration
Connect EspoCRM and ProProfs Project
When New contact fires in EspoCRM, your agent runs Create Task in ProProfs Project, or Completed Subtask in ProProfs Project 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 ProProfs Project to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 and ProProfs Project can do together
From EspoCRM to ProProfs Project
When New contact in EspoCRM
then Create Task in ProProfs Project
From ProProfs Project 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 ProProfs Project
Triggers and actions 10 triggers · 23 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.
- Completed Subtask
Triggers when a subtask is marked complete in ProProfs Project.
- Completed Task
Triggers when a task is marked complete in ProProfs Project.
- New Client
Triggers when a new client is added in ProProfs Project.
- New Event
Triggers when a new event is created in ProProfs Project.
- New Project
Triggers when a new project is created in ProProfs Project.
- New Subtask
Triggers when a new subtask is created in ProProfs Project.
- New Task
Triggers when a new task is created in ProProfs Project.
- Create Client
Creates a new client in ProProfs Project with its contact details.
- Create Event
Creates a calendar event in ProProfs Project, optionally linked to a project.
- Create Project
Creates a new project in ProProfs Project, optionally with a client, dates, pricing and assigned users or teams.
- Create Subtask
Creates a subtask under an existing task in ProProfs Project.
- Create Task
Creates a new task in a ProProfs Project project.
- Get Subtask
Returns the details of a single subtask, including its parent task, project, dates, progress and assigned users.
- Get Task
Returns a single task by its id, including its project, dates, status and assigned users.
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
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Questions
EspoCRM and ProProfs Project, 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 ProProfs Project when something happens in EspoCRM?
Any of ProProfs Project's 7 actions, including Create Client, Create Event, Create Project and Create Subtask. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProProfs Project to EspoCRM?
Yes. When something happens in ProProfs Project, your agent can act in EspoCRM too. This page covers both directions: ProProfs Project's triggers and EspoCRM's actions are listed here as well.
Do I have to build a connector for EspoCRM or ProProfs Project?
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.