--- title: "Connect EspoCRM and Urable - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"List customers\" in Urable, or \"Completed Job\" in Urable to \"Add task\" in EspoCRM." canonical: "https://apiant.ai/connect/espocrm-to-urable" --- # Connect EspoCRM and Urable When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **List customers** in [Urable](https://apiant.ai/connections/urable), or **Completed Job** in Urable to **Add task** in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **10** actions Urable **9** triggers Urable **1** action 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 Urable 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 Urable can do together ### From EspoCRM to Urable - When **New contact** in EspoCRM then **List customers** in Urable ### From Urable to EspoCRM - When **Completed Job** in Urable then **Add task** in EspoCRM - When **New Customer** in Urable then **Update Lead** 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 Urable ## Triggers and actions 12 triggers · 11 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 **Completed Job** Triggers when a job in Urable is marked completed. - Trigger **Fulfilled Order** Triggers when an order in Urable is marked fulfilled. - Trigger **New Customer** Triggers when a new customer is added in Urable. - Trigger **New Event** Triggers when a new event (meeting, consultation, reminder, time off, etc.) is created in Urable. - Trigger **New Job** Triggers when a new job is created in Urable. - Trigger **New or Updated Customer** Triggers when a customer is added or an existing customer's details change in Urable. - Trigger **New or Updated Event** Triggers when an event (meeting, consultation, reminder, time off and so on) is created or modified in Urable. - Trigger **New or Updated Job** Triggers when a job is created or updated in Urable. - Trigger **Paid Order** Triggers when an order in Urable is marked paid, newest paid first. - Action **List customers** Returns the customers in your Urable account, optionally only those matching an email address. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Urable** Urable is an application designed for automotive businesses that specialize in detailing, paint protection...](https://apiant.ai/connections/urable) Reviews ## What our customers say ## More from EspoCRM - [ **EspoCRM to New Relic Insights** New Relic Insights is a real-time analytics platform that collects metrics directly from your live...](https://apiant.ai/connect/espocrm-to-new-relic-insights) - [ **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) ## More into Urable - [ **HubSpot to Urable** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-urable) - [ **Salesforce to Urable** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-urable) - [ **Slack to Urable** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-urable) - [ **Google Sheets to Urable** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-urable) - [ **Gmail to Urable** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-urable) - [ **Google Calendar to Urable** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-urable) Questions ## EspoCRM and Urable, 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 Urable when something happens in EspoCRM? Any of Urable's 1 action, including List customers. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Urable to EspoCRM? Yes. When something happens in Urable, your agent can act in EspoCRM too. This page covers both directions: Urable's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or Urable? 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 Urable 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.