--- title: "Connect eWay-CRM to Valyu - APIANT.ai" description: "When \"New or Updated Company\" fires in eWay-CRM, your agent runs \"Add deep research task\" in Valyu." canonical: "https://apiant.ai/connect/eway-crm-to-valyu" --- # Connect eWay-CRM to Valyu When **New or Updated Company** fires in [eWay-CRM](https://apiant.ai/connections/eway-crm), your agent runs **Add deep research task** in [Valyu](https://apiant.ai/connections/valyu). Describe the whole flow and it is built, tested on every scenario and kept running. eWay-CRM **6** triggers eWay-CRM **10** actions Valyu **10** 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 Valyu 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 Valyu - When **New or Updated Company** in eWay-CRM then **Add deep research task** in Valyu - When **New or Updated Contact** in eWay-CRM then **Update deep research task** in Valyu 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 Valyu ## Triggers and actions 6 triggers · 20 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 **Add deep research task** Create a new asynchronous DeepResearch task. - Action **Delete deep research task** Permanently deletes a DeepResearch task and its associated data (output, sources, PDF, images). Running or queued tasks must be cancelled first. - Action **Find content by query** Returns up to 20 results (web pages, papers, news, proprietary datasets) that match the specified search query, with extracted content. - Action **Find datasources by criteria** Finds Valyu datasources matching a natural-language description, ranked best-first by relevance. - Action **Generate answer** Answers a question with an AI-written, cited response grounded in real-time search across web, academic, financial and proprietary sources. - Action **Get deep research task** Retrieve the current status, progress and results of a Valyu DeepResearch task. - Action **List datasource categories** Lists all Valyu datasource categories (such as research, healthcare, markets), which can be used to filter the datasources list. - Action **List datasources** Lists the data sources available through Valyu's search API, optionally filtered by category. - Action **List deep research tasks** Lists the DeepResearch tasks created with the connected API key, with each task's id, query, status, creation time and public flag. - Action **Update deep research task** Adds a follow-up instruction to a running DeepResearch task to steer its research. Only accepted before the writing phase begins. ## Each app on its own - [ **eWay-CRM** eWay-CRM is a CRM software embedded right into Microsoft Outlook.](https://apiant.ai/connections/eway-crm) - [ **Valyu** AI-native search API providing unified access to web, academic, financial, and proprietary data for LLMs and...](https://apiant.ai/connections/valyu) 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 Valyu - [ **HubSpot to Valyu** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-valyu) - [ **Salesforce to Valyu** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-valyu) - [ **Slack to Valyu** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-valyu) - [ **Google Sheets to Valyu** Google Sheets](https://apiant.ai/connect/google-sheets-to-valyu) - [ **Gmail to Valyu** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-valyu) - [ **Google Calendar to Valyu** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-valyu) Questions ## eWay-CRM and Valyu, 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 Valyu when something happens in eWay-CRM? Any of Valyu's 10 actions, including Update deep research task, Add deep research task, Find content by query and Find datasources by criteria. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Valyu to eWay-CRM? Valyu has no triggers in the catalog today, so automations start in eWay-CRM. If you need the other direction, ask: your agent reads Valyu's API documentation and adds it. ### ### Do I have to build a connector for eWay-CRM or Valyu? 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 Valyu 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.