# Connect EspoCRM to Uniqode When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add User** in [Uniqode](https://apiant.ai/connections/uniqode). Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions Uniqode **12** 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 Uniqode 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 can start in Uniqode - When **New contact** in EspoCRM then **Add User** in Uniqode - When **New Lead** in EspoCRM then **Upload File to Beaconstac** in Uniqode 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 Uniqode ## Triggers and actions 3 triggers · 28 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. - Action **Add Feedback Form** Creates a new feedback form in a Uniqode organization. - Action **Add User** Adds a new user to a Uniqode organization. - Action **Create Dynamic QR Code** Create a new dynamic QR code in your Beaconstac Account. - Action **Create Static QR Code** Creates a static QR Code in Uniqode. A static QR Code encodes its content directly and cannot be edited after creation. - Action **Delete QR Code** Deletes a QR Code from your Uniqode account by its ID. - Action **Download QR Code** Downloads the given QR code. - Action **Find QR Code** Finds QR Codes in the Uniqode account whose name matches the given name. - Action **Find User** Find a user in your account - Action **Get Feedback Form** Fetches a feedback form by ID, including its title, public link, questions and response count. An error occurs if the form is not found. - Action **Get QR Code Analytics** Returns the scan performance of a QR Code (total scans and scans per interval) over a date range. - Action **Update Dynamic QR Code** Updates an existing dynamic QR Code in Uniqode, such as its name, what happens when it is scanned, or its design. Fields left blank are left unchanged. - Action **Upload File to Beaconstac** Uploads a file to your Uniqode (Beaconstac) media library and returns the new media object's ID and URL. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Uniqode** Uniqode’s QR Codes and digital business cards help businesses worldwide build direct relationships, grow...](https://apiant.ai/connections/uniqode) 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 Uniqode - [ **HubSpot to Uniqode** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-uniqode) - [ **Salesforce to Uniqode** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-uniqode) - [ **Slack to Uniqode** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-uniqode) - [ **Google Sheets to Uniqode** Google Sheets](https://apiant.ai/connect/google-sheets-to-uniqode) - [ **Gmail to Uniqode** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-uniqode) - [ **Google Calendar to Uniqode** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-uniqode) Questions ## EspoCRM and Uniqode, 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 Uniqode when something happens in EspoCRM? Any of Uniqode's 12 actions, including Create Dynamic QR Code, Create Static QR Code, Update Dynamic QR Code and Upload File to Beaconstac. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Uniqode to EspoCRM? Uniqode has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads Uniqode's API documentation and adds it. ### ### Do I have to build a connector for EspoCRM or Uniqode? 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.