Integration
Connect EspoCRM and MyDesk
When New contact fires in EspoCRM, your agent runs Create Contact in MyDesk, or New Appointment in MyDesk to Add contact in EspoCRM. 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 EspoCRM and MyDesk 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)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 EspoCRM and MyDesk can do together
From EspoCRM to MyDesk
When New contact in EspoCRM
then Create Contact in MyDesk
When New Lead in EspoCRM
then Create Task in MyDesk
From MyDesk to EspoCRM
When New Appointment in MyDesk
then Add contact in EspoCRM
When New Company in MyDesk
then Add task 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 EspoCRM and MyDesk
Triggers and actions 10 triggers · 29 actions
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.
Trigger
New AppointmentTriggered when a new appointment is created in MyDesk.
Trigger
New CompanyTriggers when a new company is created in MyDesk.
Trigger
New ContactTriggers when a new contact is created in MyDesk.
Trigger
New OpportunityTriggered when a new opportunity is created in MyDesk.
Trigger
New TaskTriggered when a new task is created in MyDesk.
Trigger
Task CompletedTriggers when a task is marked as completed in MyDesk.
Trigger
Task OverdueTriggers when an open task passes its planned date without being completed.
Action
Create AddressCreates a new address in MyDesk and links it to a company, country and address type. Returns the new address's ids.
Action
Create CompanyCreates a new company (account) in MyDesk and returns its id.
Action
Create ContactCreates a new contact in MyDesk and links it to a company. Returns the new contact's MyDesk id and your own id.
Action
Create TaskCreates a new task in MyDesk and returns its id.
Action
Find ContactReturns the MyDesk contacts that match the name, email address, your own identifier or filter you supply.
Action
Find CountryReturns the countries in your MyDesk environment that match a name, your own identifier or an extra condition.
Action
Find OpportunityReturns the opportunities in MyDesk that match your own identifier or a filter condition.
Action
Find RepresentativeReturns the representatives in MyDesk that match the name, your own identifier or filter you specify.
Action
Find TaskReturns the MyDesk tasks that match your identifier, subject or filter condition.
Action
Update CompanyUpdates an existing company in MyDesk by its id. Only the fields you fill in change; everything else keeps its current value.
Action
Update ContactUpdates an existing contact in MyDesk, changing only the fields you fill in and keeping the rest as they are.
Action
Update OpportunityUpdates an existing opportunity in MyDesk by its id, changing only the values you supply and keeping everything else on the record.
Action
Update TaskUpdates an existing task by its MyDesk id, changing only the fields you fill in and returning the updated task.
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
Reviews
What our customers say
More from EspoCRM
EspoCRM to AmberOneTurn any website into a build-ready Android, iOS, PWA or Electron app project
EspoCRM to New Relic InsightsNew Relic Insights is a real-time analytics platform that collects metrics directly from your live...
EspoCRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
EspoCRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
EspoCRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
EspoCRM to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
More into MyDesk
HubSpot to MyDeskHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to MyDeskGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to MyDeskGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MyDeskGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to MyDeskGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to MyDeskMailchimp marketing automation and email platform.
Questions
EspoCRM and MyDesk, answered
What can start an automation from EspoCRM?
Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in MyDesk when something happens in EspoCRM?
Any of MyDesk's 13 actions, including Create Address, Create Company, Create Contact and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from MyDesk to EspoCRM?
Yes. When something happens in MyDesk, your agent can act in EspoCRM too. This page covers both directions: MyDesk's triggers and EspoCRM's actions are listed here as well.
Do I have to build a connector for EspoCRM or MyDesk?
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 EspoCRM and MyDesk 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.