EspoCRM

CRM & supportCredentials form

List, search, create and update records such as accounts, contacts, leads, opportunities and cases in a self-hosted or cloud EspoCRM instance.

9 actions

Action	Effect	Data handled
espocrm_list_recordsLists records of an entity type with optional where filters, sorting, selected attributes and paging	read	Personal data
espocrm_get_recordReturns all attributes of one record	read	Personal data
espocrm_create_recordCreates a record of an entity type from its attributes	write	Personal data
espocrm_update_recordChanges the given attributes of a record	write	Personal data
espocrm_delete_recordDeletes a record	destructive	Personal data
espocrm_list_related_recordsLists the records linked to a record through a link, such as an account's contacts or opportunities	read	Personal data
espocrm_link_recordsRelates records to a record through a link, such as adding a contact to an account	write	General
espocrm_list_streamLists the stream notes (posts, updates, emails) of a record, newest first	read	Personal data
espocrm_post_to_streamPosts a note to a record's stream	write	Personal data

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Also included

dexby.createSession({
  userId: customer.id,
  connectors: ['espocrm']
})