Integration
Connect EspoCRM to Salsify
When New contact fires in EspoCRM, your agent runs Update Record in Salsify. 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 Salsify 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 can start in Salsify
When New contact in EspoCRM
then Update Record in Salsify
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 Salsify
Triggers and actions 3 triggers · 28 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.
- Create Product
Creates a Salsify product from a set of property values; the product ID property is required.
- Delete Product
Deletes a Salsify product.
- Delete Record
Deletes a Salsify record.
- Get Digital Asset
Returns one Salsify digital asset's metadata, including its URL and name.
- Get Export Status
Returns an export run's status, progress and, once finished, its download URL.
- Get Product
Returns one Salsify product with all its property values.
- Get Property
Returns one Salsify property definition, such as its data type and name.
- Get Record
Returns one Salsify record with all its property values.
- List Record Types
Returns the record types defined in the Salsify organization.
- Start Export Run
Starts a Salsify export of products, digital assets, attributes or attribute values; check it with Get Export Status.
- Update Product
Updates property values on a Salsify product.
- Update Record
Updates property values on a Salsify record.
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
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Questions
EspoCRM and Salsify, 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 Salsify when something happens in EspoCRM?
Any of Salsify's 12 actions, including Create Product, Update Product, Update Record and Get Digital Asset. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salsify to EspoCRM?
Salsify has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads Salsify's API documentation and adds it.
Do I have to build a connector for EspoCRM or Salsify?
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 Salsify 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.