--- title: "Connect eWay-CRM and Outlign - APIANT.ai" description: "When \"New or Updated Company\" fires in eWay-CRM, your agent runs \"Create Task\" in Outlign." canonical: "https://apiant.ai/connect/eway-crm-to-outlign" --- # Connect eWay-CRM and Outlign When **New or Updated Company** fires in [eWay-CRM](https://apiant.ai/connections/eway-crm), your agent runs **Create Task** in [Outlign](https://apiant.ai/connections/outlign), or **Milestone Created** in Outlign to **Save a Contact** in eWay-CRM. Describe the whole flow and it is built, tested on every scenario and kept running. eWay-CRM **6** triggers eWay-CRM **10** actions Outlign **8** triggers Outlign **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 eWay-CRM and Outlign 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 and Outlign can do together ### From eWay-CRM to Outlign - When **New or Updated Company** in eWay-CRM then **Create Task** in Outlign - When **New or Updated Contact** in eWay-CRM then **Update Task** in Outlign ### From Outlign to eWay-CRM - When **Milestone Created** in Outlign then **Save a Contact** in eWay-CRM - When **Milestone Updated** in Outlign 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 Outlign ## Triggers and actions 14 triggers · 23 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. - Trigger **Milestone Created** Triggers when a new milestone is created. - Trigger **Milestone Updated** Triggers when a milestone is updated. - Trigger **New Client** Triggers when a new client is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Section Updated** Triggers when a section / phase is updated. - Trigger **Task Completed** Triggers when a task is marked as completed. - Trigger **Task Due Date Updated** Triggers when a task's due date is updated. - Action **Create Client** Creates a new client. - Action **Create Milestone** creates a milestone on a project (required title, due_date YYYY-MM-DD, project_id). - Action **Create Project** Creates a new project from scratch. - Action **Create Section** Creates a new section / phase in a project. - Action **Create Task** Creates a new task in a project. - Action **Find Client** Finds a client by name. - Action **Find Project** Finds a project by name within a specific client. - Action **Find Section** Finds sections / phases by title within a specific project. - Action **Find Task** Finds tasks by title within a specific section. - Action **Get Milestone** Returns a milestone with its title, due date, description, color and project. - Action **Update Milestone** updates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated. - Action **Update Section** updates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated. - Action **Update Task** updates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed. ## Each app on its own - [ **eWay-CRM** eWay-CRM is a CRM software embedded right into Microsoft Outlook.](https://apiant.ai/connections/eway-crm) - [ **Outlign** Outlign is a simple Project Management tool for Creative Teams](https://apiant.ai/connections/outlign) 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](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 Outlign - [ **HubSpot to Outlign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-outlign) - [ **Google Sheets to Outlign** Google Sheets](https://apiant.ai/connect/google-sheets-to-outlign) - [ **Gmail to Outlign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-outlign) - [ **Google Calendar to Outlign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-outlign) - [ **Google Drive to Outlign** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-outlign) - [ **Mailchimp to Outlign** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-outlign) Questions ## eWay-CRM and Outlign, 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 Outlign when something happens in eWay-CRM? Any of Outlign's 13 actions, including Create Client, Create Milestone, Create Project and Create Section. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Outlign to eWay-CRM? Yes. When something happens in Outlign, your agent can act in eWay-CRM too. This page covers both directions: Outlign's triggers and eWay-CRM's actions are listed here as well. ### ### Do I have to build a connector for eWay-CRM or Outlign? 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 Outlign 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.