--- title: "Connect EspoCRM and Scoro - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Create or Update Invoice\" in Scoro, or \"New Bill\" in Scoro to \"Add contact\" in EspoCRM." canonical: "https://apiant.ai/connect/espocrm-to-scoro" --- # Connect EspoCRM and Scoro When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Create or Update Invoice** in [Scoro](https://apiant.ai/connections/scoro), or **New Bill** in Scoro 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 Scoro **22** triggers Scoro **20** 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 Scoro 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 Scoro can do together ### From EspoCRM to Scoro - When **New contact** in EspoCRM then **Create or Update Invoice** in Scoro - When **New Lead** in EspoCRM then **Create Time Entry on Task** in Scoro ### From Scoro to EspoCRM - When **New Bill** in Scoro then **Add contact** in EspoCRM - When **New Calendar Event** in Scoro 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 Scoro ## Triggers and actions 25 triggers · 36 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 **New Bill** Triggers when a new bill is created in Scoro. - Trigger **New Calendar Event** Triggers when a new calendar event is created in Scoro. - Trigger **New Company** Triggers when a new company is created in Scoro. - Trigger **New Invoice** Triggers when a new invoice is created in Scoro. - Trigger **New Order** Triggers when a new order is created in Scoro. - Trigger **New or Updated Bill** Triggers when a bill is created or changed in Scoro. - Trigger **New or Updated Calendar Event** Triggers when a calendar event is created or changed in Scoro. - Trigger **New or Updated Company** Triggers when a company is created or changed in Scoro. - Trigger **New or Updated Custom Entry** Triggers when an entry in a Scoro custom module is created or changed. - Trigger **New or Updated Expense** Triggers when a expense is created or changed in Scoro. - Trigger **New or Updated Invoice** Triggers when a invoice is created or changed in Scoro. - Trigger **New or Updated Order** Triggers when a order is created or changed in Scoro. - Trigger **New or Updated Person** Triggers when a person is created or changed in Scoro. - Trigger **New or Updated Project** Triggers when a project is created or changed in Scoro. - Trigger **New or Updated Purchase Order** Triggers when a purchase order is created or changed in Scoro. - Trigger **New or Updated Quote** Triggers when a quote is created or changed in Scoro. - Trigger **New or Updated Task** Triggers when a task is created or changed in Scoro. - Trigger **New Person** Triggers when a new person is created in Scoro. - Trigger **New Project** Triggers when a new project is created in Scoro. - Trigger **New Purchase Order** Triggers when a new purchase order is created in Scoro. - Trigger **New Quote** Triggers when a new quote is created in Scoro. - Trigger **New Task** Triggers when a new task is created in Scoro. - Action **Create Expense** Creates an expense in Scoro. - Action **Create or Update Company** Creates a company in Scoro, or updates it when an ID is given. - Action **Create or Update Custom Entry** Creates an entry in a Scoro custom module, or updates it when an ID is given. - Action **Create or Update Invoice** Creates a invoice in Scoro, or updates it when an ID is given. - Action **Create or Update Person** Creates a person in Scoro, or updates the person with the given ID. - Action **Create or Update Quote** Creates a quote in Scoro, or updates it when an ID is given. - Action **Create Time Entry on Task** Logs a time entry on an existing Scoro task. - Action **Find Company** Finds a company by name, ID, registration number or VAT number. - Action **Find Custom Entry by Custom Field** Finds an entry in a Scoro custom module by a custom field value. - Action **Find Invoice** Finds an invoice by invoice number. - Action **Find Order** Finds an order by order number. - Action **Find Person** Finds a person in Scoro by full name, email address or contact ID. - Action **Find Project** Finds a project by name or project number. - Action **Find Purchase Order** Finds a purchase order by its number. - Action **Find Quote** Finds a quote by quote number. - Action **Find Task by Custom Field** Finds a task by a custom field value. - Action **Find Task by Name** Finds a task by its name. - Action **Find User** Finds a Scoro user by email address. - Action **Mark Task as Done** Marks a Scoro task as done. - Action **Update Task Under a Project** Updates a task that belongs to a project. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Scoro** Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage...](https://apiant.ai/connections/scoro) Reviews ## What our customers say ## More from EspoCRM - [ **EspoCRM to AmberOne** Turn any website into a build-ready Android, iOS, PWA or Electron app project](https://apiant.ai/connect/espocrm-to-amberone) - [ **EspoCRM to New Relic Insights** New Relic Insights is a real-time analytics platform that collects metrics directly from your live...](https://apiant.ai/connect/espocrm-to-new-relic-insights) - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/espocrm-to-google-sheets) ## More into Scoro - [ **HubSpot to Scoro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-scoro) - [ **Salesforce to Scoro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-scoro) - [ **Google Sheets to Scoro** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-scoro) - [ **Gmail to Scoro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-scoro) - [ **Google Calendar to Scoro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-scoro) - [ **Google Drive to Scoro** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-scoro) Questions ## EspoCRM and Scoro, 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 Scoro when something happens in EspoCRM? Any of Scoro's 20 actions, including Create Expense, Create or Update Company, Create or Update Custom Entry and Create or Update Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Scoro to EspoCRM? Yes. When something happens in Scoro, your agent can act in EspoCRM too. This page covers both directions: Scoro's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or Scoro? 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 Scoro 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.