---
title: "Connect eWay-CRM to Azure AI Search Vector Store - APIANT.ai"
description: "When \"New or Updated Company\" fires in eWay-CRM, your agent runs \"Upload Documents\" in Azure AI Search Vector Store."
canonical: "https://apiant.ai/connect/eway-crm-to-azure-ai-search-vector-store"
---

# Connect eWay-CRM to Azure AI Search Vector Store

When **New or Updated Company** fires in [eWay-CRM](https://apiant.ai/connections/eway-crm), your agent runs **Upload Documents** in [Azure AI Search Vector Store](https://apiant.ai/connections/azure-ai-search-vector-store). Describe the whole flow and it is built, tested on every scenario and kept running.

eWay-CRM **6** triggers eWay-CRM **10** actions Azure AI Search Vector Store **7** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want eWay-CRM and Azure AI Search Vector Store 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 eWay-CRM can start in Azure AI Search Vector Store

- When **New or Updated Company** in eWay-CRM then **Upload Documents** in Azure AI Search Vector Store
- When **New or Updated Contact** in eWay-CRM then **Get Document** in Azure AI Search Vector Store

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 eWay-CRM and Azure AI Search Vector Store

## Triggers and actions 6 triggers · 17 actions

- Trigger

**New or Updated Company**

Triggers when a company is created or changed in eWay-CRM.

- Trigger

**New or Updated Contact**

Triggers when a contact is created or updated in eWay-CRM.

- Trigger

**New or Updated Deal**

Triggers when a deal is created or updated in eWay-CRM.

- Trigger

**New or Updated Journal**

Triggers when a journal entry is created or updated in eWay-CRM.

- Trigger

**New or Updated Project**

Triggers when a project is created or updated in eWay-CRM.

- Trigger

**New or Updated Task**

Triggers when a task is created or changed in eWay-CRM.

- Action

**Find a Contact**

Finds contacts in eWay-CRM matching an email, name, company or phone number.

- Action

**Find a Deal**

Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria.

- Action

**Find a Drop-Down Menu Value**

Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label.

- Action

**Find a Task**

Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply.

- Action

**Save a Company**

Creates a new company in eWay-CRM, or updates an existing one when a company ID is given.

- Action

**Save a Contact**

Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied.

- Action

**Save a Deal**

Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given.

- Action

**Save a Journal**

Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given.

- Action

**Save a Project**

Creates a new project in eWay-CRM, or updates an existing project when its ID is given.

- Action

**Save a Task**

Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied.

- Action

**Create Index**

Creates a search index with the fields you define, including vector fields for similarity search.

- Action

**Delete Index**

Deletes a search index and every document in it.

- Action

**Get Document**

Returns one document from a search index by its key.

- Action

**Get Index**

Returns a search index's definition: its fields, vector search and semantic settings.

- Action

**List Indexes**

Returns the search indexes in your Azure AI Search service.

- Action

**Search Documents**

Searches a search index by keywords, filter and/or vector similarity and returns the matching documents with their scores.

- Action

**Upload Documents**

Adds documents to a search index, replacing any existing document with the same key.

## Each app on its own

- [ **eWay-CRM** eWay-CRM is a CRM software embedded right into Microsoft Outlook.](https://apiant.ai/connections/eway-crm)
- [ **Azure AI Search Vector Store** Vector database and search service for storing embeddings and powering retrieval-augmented generation apps.](https://apiant.ai/connections/azure-ai-search-vector-store)

Reviews

## What our customers say

## More from eWay-CRM

- [ **eWay-CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/eway-crm-to-hubspot)
- [ **eWay-CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/eway-crm-to-salesforce)
- [ **eWay-CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/eway-crm-to-slack)
- [ **eWay-CRM to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/eway-crm-to-google-sheets)
- [ **eWay-CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/eway-crm-to-gmail)
- [ **eWay-CRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/eway-crm-to-google-calendar)

## More into Azure AI Search Vector Store

- [ **HubSpot to Azure AI Search Vector Store** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-azure-ai-search-vector-store)
- [ **Salesforce to Azure AI Search Vector Store** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-azure-ai-search-vector-store)
- [ **Slack to Azure AI Search Vector Store** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-azure-ai-search-vector-store)
- [ **Google Sheets to Azure AI Search Vector Store** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-azure-ai-search-vector-store)
- [ **Gmail to Azure AI Search Vector Store** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-azure-ai-search-vector-store)
- [ **Google Calendar to Azure AI Search Vector Store** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-azure-ai-search-vector-store)

Questions

## eWay-CRM and Azure AI Search Vector Store, answered

###

### What can start an automation from eWay-CRM?

Any of eWay-CRM's 6 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Deal and New or Updated Journal. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Azure AI Search Vector Store when something happens in eWay-CRM?

Any of Azure AI Search Vector Store's 7 actions, including Create Index, Upload Documents, Get Document and Get Index. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Azure AI Search Vector Store to eWay-CRM?

Azure AI Search Vector Store has no triggers in the catalog today, so automations start in eWay-CRM. If you need the other direction, ask: your agent reads Azure AI Search Vector Store's API documentation and adds it.

###

### Do I have to build a connector for eWay-CRM or Azure AI Search Vector Store?

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 eWay-CRM and Azure AI Search Vector Store 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.