EspoCRM connector for Okou
Connect to an EspoCRM instance to search, read, create, update, relate, and remove standard CRM records.
Sales & operations · API Key
Use EspoCRM in Okou
Use the EspoCRM REST API to search, read, create, update, relate, and remove standard CRM records and relationships in a self-hosted EspoCRM instance.
Once connected, supported EspoCRM actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with EspoCRM
- Read standard EspoCRM records and record collections.
- Read records related through a standard EspoCRM link.
- Create or update standard EspoCRM records.
- Relate records through a standard EspoCRM link.
- Unlink records from a standard EspoCRM link.
How the EspoCRM connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect EspoCRM
Choose API Key.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect EspoCRM securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Key
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What EspoCRM covers
The topics this connector's published operations touch.
- crm
- customer relationship management
- sales
- contacts
- leads
- opportunities
EspoCRM connector questions
- What can Okou do with EspoCRM?
- Connect to an EspoCRM instance to search, read, create, update, relate, and remove standard CRM records. Documented actions include: Read standard EspoCRM records and record collections. Read records related through a standard EspoCRM link.
- How do I connect EspoCRM to Okou?
- Connect EspoCRM using API Key. The connection controls which supported actions a workflow can use.
- Can EspoCRM run in an automated workflow?
- Yes. After it is connected, supported EspoCRM actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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