--- title: "Connect eWay-CRM and Redbooth - APIANT.ai" description: "When \"New or Updated Company\" fires in eWay-CRM, your agent runs \"Create Task\" in Redbooth, or \"New comment\" in Redbooth to \"Save a Contact\" in eWay-CRM." canonical: "https://apiant.ai/connect/eway-crm-to-redbooth" --- # Connect eWay-CRM and Redbooth When **New or Updated Company** fires in [eWay-CRM](https://apiant.ai/connections/eway-crm), your agent runs **Create Task** in [Redbooth](https://apiant.ai/connections/redbooth), or **New comment** in Redbooth 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 Redbooth **5** triggers Redbooth **19** 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 Redbooth 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 Redbooth can do together ### From eWay-CRM to Redbooth - When **New or Updated Company** in eWay-CRM then **Create Task** in Redbooth - When **New or Updated Contact** in eWay-CRM then **Create Task List** in Redbooth ### From Redbooth to eWay-CRM - When **New comment** in Redbooth then **Save a Contact** in eWay-CRM - When **New List** in Redbooth 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 Redbooth ## Triggers and actions 11 triggers · 29 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 **New comment** Triggered when a new comment is added to a task or conversation. - Trigger **New List** Fires once for each new task list the connected user can access, newest first. - Trigger **New project** Triggered when a new project is created - Trigger **New Task** Fires once for each new task created in Redbooth, optionally limited to an organization, project, task list, creator or assignee. - Trigger **New Workspace** Triggered when a new workspace (organization) is created. - Action **Add conversation** Create a new conversation. - Action **Add note** Creates a new note in a Redbooth project. - Action **Add project** Creates a new project in a Redbooth organization. - Action **Add tag** Create a new tag. - Action **Create Comment** Creates a new comment. - Action **Create Subtask** Creates a new subtask. - Action **Create Task** Creates a new task. - Action **Create Task List** Creates a new task list. - Action **Create Workspace** Creates a new Redbooth workspace (organization). - Action **Delete task** Deletes a Redbooth task by its id. - Action **Find projects by criteria** Returns up to 1000 projects that match the specified organization, member user and archived criteria. - Action **Find Record** Searches your Redbooth account for tasks, conversations, notes and files whose text matches the search words. - Action **Find Task** Returns tasks whose text matches the search, optionally limited to one project. - Action **Get Note** Returns one note with its title, content and project. - Action **Get Tag** Returns one tag with its name, color and organization. - Action **Get task** Retrieve a single Redbooth task by its id. - Action **Get Task List** Returns one task list with its name, project and archived state. - Action **Update project** Updates an existing Redbooth project's name, organization, visibility, time tracking, weekend-day and public-notes settings. - Action **Update task** Updates an existing task by ID ## Each app on its own - [ **eWay-CRM** eWay-CRM is a CRM software embedded right into Microsoft Outlook.](https://apiant.ai/connections/eway-crm) - [ **Redbooth** Redbooth is project management software for highly productive teams, including marketing departments...](https://apiant.ai/connections/redbooth) 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 Redbooth - [ **HubSpot to Redbooth** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-redbooth) - [ **Google Sheets to Redbooth** Google Sheets](https://apiant.ai/connect/google-sheets-to-redbooth) - [ **Gmail to Redbooth** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-redbooth) - [ **Google Calendar to Redbooth** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-redbooth) - [ **Google Drive to Redbooth** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-redbooth) - [ **Mailchimp to Redbooth** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-redbooth) Questions ## eWay-CRM and Redbooth, 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 Redbooth when something happens in eWay-CRM? Any of Redbooth's 19 actions, including Create Comment, Create Subtask, Create Task and Create Task List. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Redbooth to eWay-CRM? Yes. When something happens in Redbooth, your agent can act in eWay-CRM too. This page covers both directions: Redbooth's triggers and eWay-CRM's actions are listed here as well. ### ### Do I have to build a connector for eWay-CRM or Redbooth? 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 Redbooth 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.