Integration
Connect EspoCRM and Targetprocess
When New contact fires in EspoCRM, your agent runs Create Task in Targetprocess, or New Bug in Targetprocess to Add contact in EspoCRM. 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 Targetprocess 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 and Targetprocess can do together
From EspoCRM to Targetprocess
When New contact in EspoCRM
then Create Task in Targetprocess
When New Lead in EspoCRM
then Create User Story in Targetprocess
From Targetprocess to EspoCRM
When New Bug in Targetprocess
then Add contact in EspoCRM
When New Build in Targetprocess
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 Targetprocess
Triggers and actions 14 triggers · 24 actions
Trigger
New contactTriggers when a new contact is created in EspoCRM.
Trigger
New LeadTriggers when a new lead is created in EspoCRM.
Trigger
New opportunityTriggers when a new opportunity is created in EspoCRM.
Action
Add accountCreates a new account (company) in EspoCRM and returns its attributes.
Action
Add caseCreates a new case (support ticket) in EspoCRM.
Action
Add contactCreates a new contact in EspoCRM.
Action
Add opportunityCreates a new opportunity (deal) in EspoCRM and returns the created record.
Action
Add taskCreates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.
Action
Create LeadCreates a new lead in EspoCRM and returns the created lead record.
Action
Find accountsFinds EspoCRM accounts whose name matches the text you supply.
Action
Find contactsFinds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.
Action
Find LeadFinds leads in EspoCRM matching a value on a chosen attribute (email address by default).
Action
Get contactReturns a single EspoCRM contact by its ID, with all its attributes including custom fields.
Action
Get LeadReturns a single EspoCRM lead by its ID, with all of its fields.
Action
Get TaskReturns one task by its ID, with its subject, status, dates, parent record and assignee.
Action
Update accountUpdates an existing account (company) in EspoCRM. Only the fields you fill in are changed.
Action
Update contactUpdates an existing contact in EspoCRM, changing only the fields you fill in.
Action
Update LeadUpdates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.
Action
Update opportunityUpdates an existing opportunity in EspoCRM, changing only the fields you fill in.
Trigger
New BugTriggers when a new Bug is added in Targetprocess.
Trigger
New BuildTriggers when a new Build is added in Targetprocess.
Trigger
New CommentTriggers when a new Comment is added in Targetprocess.
Trigger
New FeatureTriggers when a new Feature is added in Targetprocess.
Trigger
New IterationTriggers when a new Iteration is added in Targetprocess.
Trigger
New ReleaseTriggers when a new Release is added in Targetprocess.
Trigger
New RequestTriggers when a new Request is added in Targetprocess.
Trigger
New TaskTriggers when a new Task is added in Targetprocess.
Trigger
New Team IterationTriggers when a new Team Iteration is added in Targetprocess.
Trigger
New TimeTriggers when a new Time record is added in Targetprocess.
Trigger
New User StoryTriggers when a new User Story is added in Targetprocess.
Action
Add Requester to RequestCreates a Requester and attaches them to an existing Request.
Action
Change StateChanges the workflow state of an existing entity.
Action
Create BugCreates a new Bug in a Targetprocess project.
Action
Create BuildCreates a Build in a Targetprocess project.
Action
Create FeatureCreates a Feature, a high-level requirement that groups User Stories.
Action
Create RequestCreates a Request (an idea, issue or question from users).
Action
Create TaskCreates a Task under an existing User Story.
Action
Create User StoryCreates a User Story in a project.
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
What our customers say
More from EspoCRM
EspoCRM to AmberOneTurn any website into a build-ready Android, iOS, PWA or Electron app project
EspoCRM to New Relic InsightsNew Relic Insights is a real-time analytics platform that collects metrics directly from your live...
EspoCRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
EspoCRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
EspoCRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
EspoCRM to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
More into Targetprocess
HubSpot to TargetprocessHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TargetprocessSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TargetprocessSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TargetprocessGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TargetprocessGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TargetprocessGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
EspoCRM and Targetprocess, 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 Targetprocess when something happens in EspoCRM?
Any of Targetprocess's 8 actions, including Create Bug, Create Build, Create Feature and Create Request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Targetprocess to EspoCRM?
Yes. When something happens in Targetprocess, your agent can act in EspoCRM too. This page covers both directions: Targetprocess's triggers and EspoCRM's actions are listed here as well.
Do I have to build a connector for EspoCRM or Targetprocess?
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 Targetprocess 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.