# Connect EspoCRM and Snitcher When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Find Contacts** in [Snitcher](https://apiant.ai/connections/snitcher), or **New Organisation** in Snitcher 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 Snitcher **2** triggers Snitcher **11** 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 Snitcher to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Snitcher can do together ### From EspoCRM to Snitcher - When **New contact** in EspoCRM then **Find Contacts** in Snitcher - When **New Lead** in EspoCRM then **Reveal Contact Email** in Snitcher ### From Snitcher to EspoCRM - When **New Organisation** in Snitcher then **Add contact** in EspoCRM - When **Organisation Enters Segment** in Snitcher 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 Snitcher ## Triggers and actions 5 triggers · 27 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 Organisation** Triggered when a new company is identified visiting your website in the selected Snitcher workspace. - Trigger **Organisation Enters Segment** Triggered when a company first appears in the selected Snitcher segment. - Action **Create Custom Field** Creates a new custom field definition on organisations in a Snitcher workspace. - Action **Create Tag** Creates a new tag in a Snitcher workspace so it can be applied to organisations. - Action **Find Contacts** Returns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain. - Action **Find Organisation** Looks up an organisation in a Snitcher workspace by company name and returns the first match. - Action **Get User Profile** Returns the name, email and id of the Snitcher user the connection belongs to. - Action **List Custom Fields** Returns all custom field definitions set up on organisations in a Snitcher workspace. - Action **List Segments** Returns all segments defined in a Snitcher workspace. - Action **List Sessions** Returns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters. - Action **List Workspaces** Returns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags. - Action **Reveal Contact Email** Uses a Snitcher email-reveal credit to return the email address of a known organisation contact. - Action **Search Organisations** Searches the organisations in a Snitcher workspace using advanced field filters. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Snitcher** Snitcher is a B2B visitor ID platform that helps you uncover your anonymous website visitors.](https://apiant.ai/connections/snitcher) 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](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 Snitcher - [ **HubSpot to Snitcher** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-snitcher) - [ **Salesforce to Snitcher** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-snitcher) - [ **Slack to Snitcher** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-snitcher) - [ **Gmail to Snitcher** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-snitcher) - [ **Google Calendar to Snitcher** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-snitcher) - [ **Google Drive to Snitcher** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-snitcher) Questions ## EspoCRM and Snitcher, 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 Snitcher when something happens in EspoCRM? Any of Snitcher's 11 actions, including Create Custom Field, Create Tag, Find Contacts and Find Organisation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Snitcher to EspoCRM? Yes. When something happens in Snitcher, your agent can act in EspoCRM too. This page covers both directions: Snitcher's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or Snitcher? 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.