--- title: "Connect EspoCRM and SmartEmailing - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Add Contact list\" in SmartEmailing, or \"New Contact\" in SmartEmailing to \"Find contacts\" in EspoCRM." canonical: "https://apiant.ai/connect/espocrm-to-smartemailing" --- # Connect EspoCRM and SmartEmailing When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add Contact list** in [SmartEmailing](https://apiant.ai/connections/smartemailing), or **New Contact** in SmartEmailing to **Find contacts** in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **10** actions SmartEmailing **2** triggers SmartEmailing **15** 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 SmartEmailing 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 SmartEmailing can do together ### From EspoCRM to SmartEmailing - When **New contact** in EspoCRM then **Add Contact list** in SmartEmailing - When **New Lead** in EspoCRM then **Send custom email** in SmartEmailing ### From SmartEmailing to EspoCRM - When **New Contact** in SmartEmailing then **Find contacts** in EspoCRM - When **Updated Contact** in SmartEmailing then **Get contact** 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 SmartEmailing ## Triggers and actions 5 triggers · 25 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 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 **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 Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Trigger **New Contact** Triggers when a new contact is added to your SmartEmailing account. - Trigger **Updated Contact** Triggers when an existing contact is updated in SmartEmailing. - Action **Add Contact list** Creates a new contact list in SmartEmailing. - Action **Add Custom field** Creates a new contact custom field in SmartEmailing with the given name and type. - Action **Delete Contact** Permanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone. - Action **Get Contact** Returns a single contact by email address or ID, including contact list memberships and custom field values. - Action **Get Contact list** Returns a single contact list by its ID with all its properties, such as name, sender details and engagement rates. - Action **List Contact lists** Returns all contact lists in your SmartEmailing account. - Action **List Contacts** Returns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values. - Action **List Contacts in list** Returns the contacts that belong to a contact list, with their details and list memberships. - Action **List Custom fields** Returns the custom field definitions set up in your SmartEmailing account, optionally with their options. - Action **List Newsletters** Returns your finished newsletters with their sender details, send times and open, click and unsubscribe counts. - Action **Send custom email** Sends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides. - Action **Send transactional email** Sends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply. - Action **Unsubscribe Contact** Unsubscribes a contact from a chosen contact list. - Action **Update Contact email address** Changes a contact's email address in SmartEmailing, moving all of the contact's data to the new address. - Action **Update Contact list** Updates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide are changed. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **SmartEmailing** SmartEmailing is an e-marketing automation tool in the Czech Republic and the Slovak.](https://apiant.ai/connections/smartemailing) Reviews ## What our customers say ## More from EspoCRM - [ **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) - [ **EspoCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/espocrm-to-gmail) - [ **EspoCRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/espocrm-to-google-calendar) ## More into SmartEmailing - [ **HubSpot to SmartEmailing** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-smartemailing) - [ **Salesforce to SmartEmailing** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-smartemailing) - [ **Slack to SmartEmailing** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-smartemailing) - [ **Google Sheets to SmartEmailing** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-smartemailing) - [ **Gmail to SmartEmailing** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-smartemailing) - [ **Google Calendar to SmartEmailing** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-smartemailing) Questions ## EspoCRM and SmartEmailing, 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 SmartEmailing when something happens in EspoCRM? Any of SmartEmailing's 15 actions, including Send custom email, Send transactional email, Update Contact email address and Update Contact list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SmartEmailing to EspoCRM? Yes. When something happens in SmartEmailing, your agent can act in EspoCRM too. This page covers both directions: SmartEmailing's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or SmartEmailing? 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 SmartEmailing 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.