Integration
Connect EspoCRM and Webex Teams
When New contact fires in EspoCRM, your agent runs Add message in Webex Teams, or New membership in Webex Teams 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 Webex Teams to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Webex Teams can do together
From EspoCRM to Webex Teams
When New contact in EspoCRM
then Add message in Webex Teams
When New Lead in EspoCRM
then Update message in Webex Teams
From Webex Teams to EspoCRM
When New membership in Webex Teams
then Add contact in EspoCRM
When New message in Webex Teams
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 Webex Teams
Triggers and actions 5 triggers · 32 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 membershipTriggers when a person is added to a Webex space.
Trigger
New messageTriggers when a new message is posted in a Webex space you are in.
Action
Add membershipAdds a person to a Webex space (room) by person ID or email, optionally as a moderator, and returns the new membership.
Action
Add messagePosts a message to a Webex space, or sends a direct message to a person, with optional text, markdown, a file or an adaptive card.
Action
Add roomCreates a new Webex space (room), optionally inside a team.
Action
Add teamCreates a new team in Webex. The person creating it becomes the team's moderator.
Action
Delete membershipRemoves a person from a Webex space by deleting their membership.
Action
Delete messageDeletes a message from a Webex space.
Action
Delete roomDeletes a Webex space (room) by its ID, along with its messages.
Action
Find people by email or nameFinds Webex people by email address or display name and returns the matching people.
Action
Get messageReturns the details of a single Webex message, including its text, room and sender.
Action
Get personReturns the details of a Webex person, such as their name, email addresses, avatar and status.
Action
Get roomReturns the details of a Webex space, such as its title, type, team and creation date.
Action
List membershipsReturns the memberships of a Webex space, or the spaces a person belongs to.
Action
List messagesReturns the messages in a Webex space, newest first, optionally limited to replies in a thread, messages mentioning someone, or messages before a given time or message.
Action
List roomsReturns the Webex spaces (rooms) the authenticated user belongs to, optionally filtered by team or space type and sorted.
Action
Update messageEdits the text of a message you previously posted in a Webex space.
Action
Update roomUpdates a Webex space's title and settings, such as locking it, making it public, or setting it to announcement-only.
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
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Questions
EspoCRM and Webex Teams, 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 Webex Teams when something happens in EspoCRM?
Any of Webex Teams's 16 actions, including Update message, Update room, Add membership and Add message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Webex Teams to EspoCRM?
Yes. When something happens in Webex Teams, your agent can act in EspoCRM too. This page covers both directions: Webex Teams's triggers and EspoCRM's actions are listed here as well.
Do I have to build a connector for EspoCRM or Webex Teams?
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.