---
title: "Connect EspoCRM and Space Invoices / Apollo - APIANT.ai"
description: "When \"New contact\" fires in EspoCRM, your agent runs \"Add customer\" in Space Invoices / Apollo."
canonical: "https://apiant.ai/connect/espocrm-to-space-invoices-apollo"
---

# Connect EspoCRM and Space Invoices / Apollo

When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add customer** in [Space Invoices / Apollo](https://apiant.ai/connections/space-invoices-apollo), or **New Document** in Space Invoices / Apollo 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 Space Invoices / Apollo **1** trigger Space Invoices / Apollo **9** 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 Space Invoices / Apollo 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 Space Invoices / Apollo can do together

### From EspoCRM to Space Invoices / Apollo

- When **New contact** in EspoCRM then **Add customer** in Space Invoices / Apollo
- When **New Lead** in EspoCRM then **Update customer** in Space Invoices / Apollo

### From Space Invoices / Apollo to EspoCRM

- When **New Document** in Space Invoices / Apollo then **Add contact** in EspoCRM
- When **New Document** in Space Invoices / Apollo 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 Space Invoices / Apollo

## Triggers and actions 4 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 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 Document**

Fires when a new document (invoice, estimate, credit note, advance invoice or delivery note) is created.

- Action

**Add customer**

Create a customer.

- Action

**Add item**

Create a catalog item/product.

- Action

**Add payment**

Record a payment against an invoice.

- Action

**Create Document**

Creates a new invoice document in Space Invoices. Totals, taxes and numbering are calculated by Space Invoices.

- Action

**Find customers by criteria**

Search customers with filter/search query params.

- Action

**Get customer**

Retrieve a customer by id.

- Action

**Get invoice**

Retrieve an invoice by id.

- Action

**List items**

Lists catalog items.

- Action

**Update customer**

Update a customer by id.

## Each app on its own

- [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm)
- [ **Space Invoices / Apollo** Space Invoices is an advanced, multi-tenant invoicing API that helps companies across the world to easily...](https://apiant.ai/connections/space-invoices-apollo)

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 Space Invoices / Apollo

- [ **MINDBODY to Space Invoices / Apollo** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-space-invoices-apollo)
- [ **HubSpot to Space Invoices / Apollo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-space-invoices-apollo)
- [ **Salesforce to Space Invoices / Apollo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-space-invoices-apollo)
- [ **Slack to Space Invoices / Apollo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-space-invoices-apollo)
- [ **Google Sheets to Space Invoices / Apollo** Google Sheets](https://apiant.ai/connect/google-sheets-to-space-invoices-apollo)
- [ **Gmail to Space Invoices / Apollo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-space-invoices-apollo)

Questions

## EspoCRM and Space Invoices / Apollo, 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 Space Invoices / Apollo when something happens in EspoCRM?

Any of Space Invoices / Apollo's 9 actions, including Create Document, Update customer, Add customer and Add item. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Space Invoices / Apollo to EspoCRM?

Yes. When something happens in Space Invoices / Apollo, your agent can act in EspoCRM too. This page covers both directions: Space Invoices / Apollo's triggers and EspoCRM's actions are listed here as well.

###

### Do I have to build a connector for EspoCRM or Space Invoices / Apollo?

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 Space Invoices / Apollo 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.