# Connect eWay-CRM and Reply When **New or Updated Company** fires in [eWay-CRM](https://apiant.ai/connections/eway-crm), your agent runs **Add contact list** in [Reply](https://apiant.ai/connections/reply), or **New Email Opened** in Reply 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 Reply **7** triggers Reply **16** 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 Reply to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Reply can do together ### From eWay-CRM to Reply - When **New or Updated Company** in eWay-CRM then **Add contact list** in Reply - When **New or Updated Contact** in eWay-CRM then **Get contact** in Reply ### From Reply to eWay-CRM - When **New Email Opened** in Reply then **Save a Contact** in eWay-CRM - When **New Emails Sent** in Reply 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 Reply ## Triggers and actions 13 triggers · 26 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 **Inbox Category Set for Reply** Triggers when an email reply in Reply is given an inbox category, automatically or by a user. - Trigger **New Email Opened** Triggers when a contact opens a tracked email sent from Reply. - Trigger **New Emails Sent** Triggers when Reply sends an email from a sequence step. - Trigger **New Link Clicked** Triggers when a recipient clicks a tracked link in an email sent from Reply. - Trigger **New Person Bounce** Triggers when an email sent from Reply bounces or is rejected by the recipient's mail server. - Trigger **New Person Opt Out** Triggers when a contact opts out of outreach in Reply (unsubscribe link, manual opt-out, or marked Do Not Contact). - Trigger **Prospect Finished** Triggers when a contact's participation in a Reply sequence ends — completed, replied, bounced, opted out, or finished manually. - Action **Add contact list** Creates a new contact list in Reply, optionally shared with your team. - Action **Add note to contact** Adds a note to a contact's timeline in Reply. - Action **Add sequence** Creates a new sequence in Reply with its steps, schedule, sending accounts and settings. - Action **Create\Update Person** Creates a Reply contact, or updates the existing contact with the same email address. - Action **Delete contact** Deletes a contact from your Reply account. - Action **Find contacts by criteria** Returns the contacts that match a search term and/or field rules, optionally scoped to a contact list, sequence or sequence step. - Action **Get contact** Returns one Reply contact by its id, including profile details, owner, opt-out, call and meeting status, stage and custom fields. - Action **Get sequence** Returns one sequence in full: name, status, owner, schedule, settings, connected email and LinkedIn accounts, and its steps. - Action **List contact lists** Returns the contact lists you own plus those shared with your team, optionally filtered by name. - Action **List contacts** Returns your Reply contacts, optionally narrowed to one email address or LinkedIn profile URL. - Action **List inbox categories** Returns the inbox categories you can file conversations under. - Action **List Sequence Contacts** Returns the contacts enrolled in a sequence, with each contact's status, current step, added date, opt-out and call status. - Action **List sequences** Returns the sequences in your Reply account, optionally filtered by status, owner, folder, archive state or name. - Action **Mark as Finished** Marks one or more contacts as finished in every sequence they are in, so they receive no further sequence steps. - Action **Remove Person From Campaign** Removes a contact from a sequence so they stop progressing through it. The contact and their history stay in your Reply account. - Action **Send Test Webhook Event** Sends a test event from an existing Reply webhook subscription to its configured URL. ## Each app on its own - [ **eWay-CRM** eWay-CRM is a CRM software embedded right into Microsoft Outlook.](https://apiant.ai/connections/eway-crm) - [ **Reply** Reply is a sales automation platform that puts outreach on autopilot, while still making each communication...](https://apiant.ai/connections/reply) 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 Reply - [ **HubSpot to Reply** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-reply) - [ **Google Sheets to Reply** Google Sheets](https://apiant.ai/connect/google-sheets-to-reply) - [ **Gmail to Reply** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-reply) - [ **Google Calendar to Reply** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-reply) - [ **Google Drive to Reply** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-reply) - [ **Mailchimp to Reply** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-reply) Questions ## eWay-CRM and Reply, 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 Reply when something happens in eWay-CRM? Any of Reply's 16 actions, including Create\Update Person, Send Test Webhook Event, Add contact list and Add note to contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Reply to eWay-CRM? Yes. When something happens in Reply, your agent can act in eWay-CRM too. This page covers both directions: Reply's triggers and eWay-CRM's actions are listed here as well. ### ### Do I have to build a connector for eWay-CRM or Reply? 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. ### ### 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.