# Connect EspoCRM and Vyte When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add appointment type** in [Vyte](https://apiant.ai/connections/vyte), or **Event Created** in Vyte 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 Vyte **3** triggers Vyte **13** 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 Vyte 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 and Vyte can do together ### From EspoCRM to Vyte - When **New contact** in EspoCRM then **Add appointment type** in Vyte - When **New Lead** in EspoCRM then **Add user** in Vyte ### From Vyte to EspoCRM - When **Event Created** in Vyte then **Add contact** in EspoCRM - When **Event Confirmed** in Vyte 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 Vyte ## Triggers and actions 6 triggers · 29 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 **Event Cancelled** Triggers when an event is cancelled. - Trigger **Event Confirmed** Triggers when an event is confirmed. - Trigger **Event Created** Fires when a Vyte event is created (including events created already confirmed). - Action **Add appointment type** Create a new appointment type on a Vyteme booking page. - Action **Add invitee** Add one or more invitees to an existing event. - Action **Add user** Creates a user in your Vyte organization. - Action **Cancel Event** Cancels a Vyte event. Vyte has no delete for events; cancelling is how an event is removed from scheduling. - Action **Confirm Event** Confirms a Vyte event on a chosen date and place. - Action **Create Event** Creates an event - Action **Delete user** Removes a user from your Vyte organization so you are no longer billed for them. This does not delete the person's Vyte account. - Action **Find available slots by user** Returns the free time slots at which the specified Vyte users (by email or user id) or team are all available, for a given appointment duration and date range. - Action **Get Event** Retrieve a single Vyte event by its id. - Action **List Users** Lists all users linked to your Vyte organization. - Action **Update appointment type** Update an existing appointment type's settings. - Action **Update Event** Updates an existing Vyte event's title, proposed dates or proposed places. - Action **Update user** Update a user's profile (name, timezone, language, etc). ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Vyte** Vyte is a tool that makes scheduling appointments, meetings, and customers bookings easy and user-friendly.](https://apiant.ai/connections/vyte) 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 Vyte - [ **HubSpot to Vyte** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vyte) - [ **Salesforce to Vyte** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vyte) - [ **Slack to Vyte** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vyte) - [ **Google Sheets to Vyte** Google Sheets](https://apiant.ai/connect/google-sheets-to-vyte) - [ **Gmail to Vyte** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vyte) - [ **Google Calendar to Vyte** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vyte) Questions ## EspoCRM and Vyte, 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 Vyte when something happens in EspoCRM? Any of Vyte's 13 actions, including Create Event, Update appointment type, Update Event and Update user. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vyte to EspoCRM? Yes. When something happens in Vyte, your agent can act in EspoCRM too. This page covers both directions: Vyte's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or Vyte? 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.