Integration
Connect Backtrack and EspoCRM
When New Recording fires in Backtrack, your agent runs Add contact in EspoCRM, or New contact in EspoCRM to Add event code in Backtrack. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Backtrack and EspoCRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Backtrack and EspoCRM can do together
From Backtrack to EspoCRM
When New Recording in Backtrack
then Add contact in EspoCRM
When New Recording in Backtrack
then Add task in EspoCRM
From EspoCRM to Backtrack
When New contact in EspoCRM
then Add event code in Backtrack
When New Lead in EspoCRM
then Create Event in Backtrack
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 Backtrack and EspoCRM
Triggers and actions 4 triggers · 35 actions
Trigger
New RecordingTriggers when a new recording appears in your Backtrack account.
Action
Add event codeCreates an event code, optionally tied to an event, with its validity window and usage limit.
Action
Add organizationCreates a new organization in Backtrack.
Action
Create EventCreates a new Backtrack event (hosted buyer or exhibitor event) for an organization.
Action
Delete eventDeletes an event from Backtrack.
Action
Delete RecordingDeletes a Backtrack recording.
Action
Get EventReturns one Backtrack event's details.
Action
Get organizationReturns an organization's details, including its name, description and creation dates.
Action
Get RecordingReturns one Backtrack recording with its link, AI summary and transcript.
Action
Get teamReturns a team's details, including its name, description, event code and member users.
Action
Get userReturns a Backtrack user's profile, including name, email, company and phone.
Action
List event codesReturns all event codes you can access, including each code's event, usage limits and validity window.
Action
List My EventsReturns the Backtrack events the connected user can access, optionally for one organization.
Action
List My OrganizationsReturns the Backtrack organizations the connected user belongs to.
Action
List recordingsReturns your Backtrack recordings, with each recording's title, description, link and timestamps.
Action
List TeamsReturns the Backtrack teams the connected user belongs to, with each team's event code.
Action
List team usersReturns the user IDs belonging to a Backtrack team, along with the team's event code and date range.
Action
Update eventUpdates an existing Backtrack event's name, type, description, images, dates, theme and participating organizations. Fields left blank are not changed.
Action
Update organizationUpdates an organization's name, description, data or reporting-only setting.
Action
Update RecordingUpdates a Backtrack recording's title, description or privacy.
Trigger
New contactTriggers when a new contact is created in EspoCRM.
Trigger
New LeadTriggers when a new lead is created in EspoCRM.
Trigger
New opportunityTriggers when a new opportunity is created in EspoCRM.
Action
Add accountCreates a new account (company) in EspoCRM and returns its attributes.
Action
Add caseCreates a new case (support ticket) in EspoCRM.
Action
Add contactCreates a new contact in EspoCRM.
Action
Add opportunityCreates a new opportunity (deal) in EspoCRM and returns the created record.
Action
Add taskCreates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.
Action
Create LeadCreates a new lead in EspoCRM and returns the created lead record.
Action
Find accountsFinds EspoCRM accounts whose name matches the text you supply.
Action
Find contactsFinds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.
Action
Find LeadFinds leads in EspoCRM matching a value on a chosen attribute (email address by default).
Action
Get contactReturns a single EspoCRM contact by its ID, with all its attributes including custom fields.
Action
Get LeadReturns a single EspoCRM lead by its ID, with all of its fields.
Action
Get TaskReturns one task by its ID, with its subject, status, dates, parent record and assignee.
Action
Update accountUpdates an existing account (company) in EspoCRM. Only the fields you fill in are changed.
Action
Update contactUpdates an existing contact in EspoCRM, changing only the fields you fill in.
Action
Update LeadUpdates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.
Action
Update opportunityUpdates an existing opportunity in EspoCRM, changing only the fields you fill in.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Backtrack and EspoCRM, answered
What can start an automation from Backtrack?
Any of Backtrack's 1 trigger in the catalog, including New Recording. Describe the moment in plain language and your agent picks the right one.
What can your agent do in EspoCRM when something happens in Backtrack?
Any of EspoCRM's 16 actions, including Create Lead, Update account, Update contact and Update Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from EspoCRM to Backtrack?
Yes. When something happens in EspoCRM, your agent can act in Backtrack too. This page covers both directions: EspoCRM's triggers and Backtrack's actions are listed here as well.
Do I have to build a connector for Backtrack 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 Backtrack and EspoCRM 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.