Integration
Connect eWay-CRM and Moxo
When New or Updated Company fires in eWay-CRM, your agent runs Add Data Table Record in Moxo, or New Account in Moxo to Save a Contact in eWay-CRM. 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 eWay-CRM and Moxo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 eWay-CRM and Moxo can do together
From eWay-CRM to Moxo
When New or Updated Company in eWay-CRM
then Add Data Table Record in Moxo
When New or Updated Contact in eWay-CRM
then Post Flow Chat Message in Moxo
From Moxo to eWay-CRM
When New Account in Moxo
then Save a Contact in eWay-CRM
When New User in Moxo
then Save a Deal in eWay-CRM
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 Moxo
Triggers and actions 8 triggers · 31 actions
Trigger
New or Updated CompanyTriggers when a company is created or changed in eWay-CRM.
Trigger
New or Updated ContactTriggers when a contact is created or updated in eWay-CRM.
Trigger
New or Updated DealTriggers when a deal is created or updated in eWay-CRM.
Trigger
New or Updated JournalTriggers when a journal entry is created or updated in eWay-CRM.
Trigger
New or Updated ProjectTriggers when a project is created or updated in eWay-CRM.
Trigger
New or Updated TaskTriggers when a task is created or changed in eWay-CRM.
Action
Find a ContactFinds contacts in eWay-CRM matching an email, name, company or phone number.
Action
Find a DealFinds deals in eWay-CRM matching the supplied name, customer, contact or other criteria.
Action
Find a Drop-Down Menu ValueFinds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label.
Action
Find a TaskFinds eWay-CRM tasks matching the subject, status, dates or linked records you supply.
Action
Save a CompanyCreates a new company in eWay-CRM, or updates an existing one when a company ID is given.
Action
Save a ContactCreates a new contact in eWay-CRM, or updates an existing one when its ID is supplied.
Action
Save a DealCreates a new deal in eWay-CRM, or updates an existing one when a deal ID is given.
Action
Save a JournalCreates a new journal entry in eWay-CRM, or updates an existing one when its ID is given.
Action
Save a ProjectCreates a new project in eWay-CRM, or updates an existing project when its ID is given.
Action
Save a TaskCreates a new task in eWay-CRM, or updates an existing task when its ID is supplied.
Trigger
New AccountTriggers when a new client account is created in Moxo.
Trigger
New UserTriggers when a new user (team member or client) is added to Moxo.
Action
Add Data Table RecordAdds a record to a data table.
Action
Cancel FlowCancels a running flow.
Action
Complete StepCompletes a step in a flow, optionally with a note.
Action
Create AccountCreates a client account (company) in Moxo.
Action
Create Group ConversationCreates a group conversation with the given participants.
Action
Deactivate UserDeactivates a Moxo user so they can no longer sign in.
Action
Get AccountReturns one client account with its users.
Action
Get ActionReturns one action with its status and assignees.
Action
Get FlowReturns one flow with its template, status and progress.
Action
Get UserReturns one Moxo user by ID, with their name, email, kind, status, accounts and personas.
Action
List AccountsReturns the client accounts (companies) in your Moxo organization.
Action
List ConversationsReturns your conversations.
Action
List Data TablesReturns your data tables with their columns.
Action
List FlowsReturns flows, optionally filtered by status, template, account or search term.
Action
List TemplatesReturns the flow templates in your Moxo organization.
Action
Post Flow Chat MessagePosts a chat message in a flow's conversation.
Action
Send ActionSends a standalone action (form, approval, acknowledgement, file request, to-do and more) to one or more people.
Action
Send Conversation MessageSends a message to a conversation.
Action
Start FlowStarts a new flow from a published Moxo template, optionally naming it and setting a due date.
Action
Update AccountUpdates a client account's name, domain or status.
Action
Update UserUpdates a Moxo user's profile: name, title, department, phone or account.
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
What our customers say
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Questions
eWay-CRM and Moxo, 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 Moxo when something happens in eWay-CRM?
Any of Moxo's 21 actions, including Create Account, Create Group Conversation, Post Flow Chat Message and Send Action. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Moxo to eWay-CRM?
Yes. When something happens in Moxo, your agent can act in eWay-CRM too. This page covers both directions: Moxo's triggers and eWay-CRM's actions are listed here as well.
Do I have to build a connector for eWay-CRM or Moxo?
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 Moxo 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.