--- title: "Connect WaiverSign to EspoCRM - APIANT.ai" description: "When \"Signed Waivers\" fires in WaiverSign, your agent runs \"Add task\" in EspoCRM." canonical: "https://apiant.ai/connect/waiversign-to-espocrm" --- # Connect WaiverSign to EspoCRM When **Signed Waivers** fires in [WaiverSign](https://apiant.ai/connections/waiversign), your agent runs **Add task** in [EspoCRM](https://apiant.ai/connections/espocrm). Describe the whole flow and it is built, tested on every scenario and kept running. WaiverSign **1** trigger EspoCRM **3** triggers EspoCRM **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 WaiverSign and EspoCRM 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 WaiverSign can start in EspoCRM - When **Signed Waivers** in WaiverSign then **Add task** in EspoCRM - When **Signed Waivers** in WaiverSign then **Update Lead** in EspoCRM 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 WaiverSign and EspoCRM ## Triggers and actions 4 triggers · 10 actions - Trigger **Signed Waivers** Triggers when a waiver is newly signed in WaiverSign, returning the signer's details and a link to the signed waiver. - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. ## Each app on its own - [ **WaiverSign** WaiverSign by Resmark Systems helps businesses and organizations of any size collect and manage liability...](https://apiant.ai/connections/waiversign) - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) Reviews ## What our customers say ## More from WaiverSign - [ **WaiverSign to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/waiversign-to-hubspot) - [ **WaiverSign to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/waiversign-to-salesforce) - [ **WaiverSign to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/waiversign-to-slack) - [ **WaiverSign to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/waiversign-to-google-sheets) - [ **WaiverSign to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/waiversign-to-gmail) - [ **WaiverSign to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/waiversign-to-google-calendar) ## More into EspoCRM - [ **ActiveCampaign to EspoCRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-espocrm) - [ **Airtable to EspoCRM** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-espocrm) - [ **Asana to EspoCRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-espocrm) - [ **ClickUp to EspoCRM** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-espocrm) - [ **Discord to EspoCRM** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-espocrm) - [ **Brevo to EspoCRM** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-espocrm) Questions ## WaiverSign and EspoCRM, answered ### ### What can start an automation from WaiverSign? Any of WaiverSign's 1 trigger in the catalog, including Signed Waivers. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EspoCRM when something happens in WaiverSign? Any of EspoCRM's 10 actions, including Update account, Update Lead, Add opportunity and Add task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EspoCRM to WaiverSign? EspoCRM has no triggers in the catalog today, so automations start in WaiverSign. If you need the other direction, ask: your agent reads EspoCRM's API documentation and adds it. ### ### Do I have to build a connector for WaiverSign or EspoCRM? 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 WaiverSign and EspoCRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in EspoCRM 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.