--- title: "Connect EspoCRM and US Global Mail - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Update mail item\" in US Global Mail, or \"New Mail \" in US Global Mail to \"Add task\" in EspoCRM." canonical: "https://apiant.ai/connect/espocrm-to-us-global-mail" --- # Connect EspoCRM and US Global Mail When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Update mail item** in [US Global Mail](https://apiant.ai/connections/us-global-mail), or **New Mail **in US Global Mail 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 US Global Mail **1** trigger US Global Mail **16** 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 US Global Mail 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 US Global Mail can do together ### From EspoCRM to US Global Mail - When **New contact** in EspoCRM then **Update mail item** in US Global Mail - When **New Lead** in EspoCRM then **Discard mail item** in US Global Mail ### From US Global Mail to EspoCRM - When **New Mail **in US Global Mail then **Add task** in EspoCRM - When **New Mail **in US Global Mail 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 US Global Mail ## Triggers and actions 4 triggers · 26 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 **New Mail** Triggers when a new mail item arrives in your US Global Mail mailbox. - Action **Add address** Adds a new shipping or check-deposit address to your US Global Mail account. - Action **Add folder** Creates a new mail folder with a name and an optional color. - Action **Add scan request** Requests a scan of a mail item, or has it opened and its contents scanned. This is a billable action on the US Global Mail account. - Action **Archive mail item** Moves a mail item out of the active inbox into the archive and returns the updated mail item. - Action **Delete folder** Deletes a folder. Mail in the folder is not deleted; it simply becomes unfiled. - Action **Discard mail item** Asks the mailroom to discard a physical mail item. It can be undone with Undiscard within 7 days; after that the item is permanently shredded. - Action **Get account** Returns your US Global Mail account profile, including name, email, phone number, status and mailbox (PMB) number. - Action **Get mail item** Returns full detail for one mail item in your US Global Mail mailbox, including its status, sender, dimensions, weight, scan and folder. - Action **Get shipment** Returns the details of one shipment, including its status, tracking number, destination and packed mail items. - Action **List addresses** Returns the shipping and deposit addresses on your US Global Mail account, optionally filtered by type. - Action **List folders** Returns all of your US Global Mail folders, with each folder's name and color. - Action **List mail items** Returns the mail items in your mailbox, with optional filters for status, type, folder, scan state, arrival period, read state and search text. - Action **List scans** Returns your scan and open-and-scan requests, optionally filtered by status, type, mail item, search text or scan date. - Action **List shipments** Returns your shipment requests (shipments, returns to sender, check deposits and pickups), optionally filtered by type and status. - Action **Update folder** Renames a mail folder or changes its color. - Action **Update mail item** Marks a mail item as read or unread and/or moves it into a folder, and returns the updated mail item. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **US Global Mail** US Global Mail is a virtual mailbox tool that allows you to seamlessly access and control your mail items...](https://apiant.ai/connections/us-global-mail) 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 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) - [ **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 US Global Mail - [ **HubSpot to US Global Mail** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-us-global-mail) - [ **Salesforce to US Global Mail** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-us-global-mail) - [ **Slack to US Global Mail** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-us-global-mail) - [ **Google Sheets to US Global Mail** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-us-global-mail) - [ **Gmail to US Global Mail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-us-global-mail) - [ **Google Calendar to US Global Mail** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-us-global-mail) Questions ## EspoCRM and US Global Mail, 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 US Global Mail when something happens in EspoCRM? Any of US Global Mail's 16 actions, including Update folder, Update mail item, Add address and Add folder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from US Global Mail to EspoCRM? Yes. When something happens in US Global Mail, your agent can act in EspoCRM too. This page covers both directions: US Global Mail's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or US Global Mail? 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 US Global Mail 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.