--- title: "Connect EspoCRM to WiseTeam - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Add contact\" in WiseTeam." canonical: "https://apiant.ai/connect/espocrm-to-wiseteam" --- # Connect EspoCRM to WiseTeam When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Add contact** in [WiseTeam](https://apiant.ai/connections/wiseteam). Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions WiseTeam **17** 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 WiseTeam 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 can start in WiseTeam - When **New contact** in EspoCRM then **Add contact** in WiseTeam - When **New Lead** in EspoCRM then **Update lead** in WiseTeam 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 WiseTeam ## Triggers and actions 3 triggers · 33 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 account** Creates a new account (company) in WiseTeam. - Action **Add contact** Creates a new contact in WiseTeam. - Action **Add note** Adds a note to a WiseTeam lead, contact, account, opportunity or other record. - Action **Add opportunity** Creates a new sales opportunity in WiseTeam, optionally linked to an account, contact and lead. - Action **Add task** Creates a task in WiseTeam, optionally attached to a project or other record. - Action **Get account** Returns a single WiseTeam account by its ID. - Action **Get contact** Returns a single WiseTeam contact by its ID, including name, address, phone and email details. - Action **Get lead** Returns a single WiseTeam lead by its record ID, including all of its fields. - Action **Get project** Returns a WiseTeam project by its ID, including its dates, status, budget, owner, account and custom properties. - Action **Get task** Returns a WiseTeam task by its ID, including its name, code, status, type, planned and actual dates, and owner. - Action **List accounts** Returns all accounts in your WiseTeam CRM with their name and code. - Action **List contacts** Returns all contacts in your WiseTeam account. - Action **List leads** Returns the leads in your WiseTeam account. - Action **Update account** Updates an existing account in WiseTeam, changing its name, code or acronym. - Action **Update contact** Updates an existing contact in WiseTeam. Fields left blank keep their current values. - Action **Update lead** Updates an existing WiseTeam lead's topic, owner, status, priority, dates and linked account, contact or campaign. - Action **Update opportunity** Updates an existing opportunity in WiseTeam, such as its title, owner, status, priority, dates or linked account, contact, campaign and lead. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **WiseTeam** WiseTeam is a team collaboration tool to organize tasks and keep projects on track.](https://apiant.ai/connections/wiseteam) 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 WiseTeam - [ **CustomGPT.ai to WiseTeam** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connect/customgpt-ai-to-wiseteam) - [ **HubSpot to WiseTeam** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wiseteam) - [ **Salesforce to WiseTeam** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wiseteam) - [ **Slack to WiseTeam** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wiseteam) - [ **Google Sheets to WiseTeam** Google Sheets](https://apiant.ai/connect/google-sheets-to-wiseteam) - [ **Gmail to WiseTeam** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wiseteam) Questions ## EspoCRM and WiseTeam, 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 WiseTeam when something happens in EspoCRM? Any of WiseTeam's 17 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WiseTeam to EspoCRM? WiseTeam has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads WiseTeam's API documentation and adds it. ### ### Do I have to build a connector for EspoCRM or WiseTeam? 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 WiseTeam 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.