EspoCRM

The EspoCRM modules enable you to monitor, create, retrieve, update, and delete accounts, contacts, leads, opportunities, cases, meetings, or calls in your EspoCRM.

Getting Started with EspoCRM

Prerequisites

  • An EspoCRM cloud or on-premise installation

In order to use EspoCRM with Make, it is necessary to have an EspoCRM account. If you do not have one, you can create an EspoCRM account at www.espocrm.com/self-hosted-vs-cloud-crm.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your EspoCRM account to Make you need to create an API user in your EspoCRM to generate the API Key and Secret Key.

1. Log in to your EspoCRM.

2. Click the three dots (61f26c190a0a6.png) in the top-right corner and select Administration from the drop-down menu.

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3. Navigate to API Users and click the +Create API User button.

4. Fill the required fields, add teams and/or roles, select the desired authentication method, and click Save.

Notice

Do not forget to assign teams and/or roles that possess scopes you want to use with Make. Go to Administration > Roles and create a new role with permissions you want to grant to the API user.

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5. Find the generated API Key and API Secret in the created user's profile.

6. Go to Make and open the EspoCRM module's Create a connection dialog.

7. Enter the domain name of your EspoCRM installation, select the desired authentication method, and enter API Key and API Secret provided in step 5 to the respective fields. Click the Continue button to establish the connection.

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The connection has been established. You can proceed with setting up the module.

Watch Changes

Triggers when a specified event occurs for the account, contact, lead, or opportunity entity.

Note

The Webhooks and corresponding entity (account, contact, lead, opportunity) scopes must be enabled for the API user's team/role you are using to connect to your EspoCRM account.

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Webhook name

Enter the name of the webhook, e.g. Account Updated.

Connection

Establish a connection to your EspoCRM account.

Entity Type

Select the entity you want to watch for changes.

Event

Select the event that will trigger the Watch Changes module.

Create an Attachment

Provides an attachment for Create a Task, Create a Case, or Compose an Email modules.

Connection

Establish a connection to your EspoCRM account.

Source

Select whether you want to provide an attachment from the documents in your EspoCRM account or upload an external file using Make.

Document

Select the document you want to provide as an attachment.

When selecting a document, make sure the role you are using has a corresponding scope enabled.

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And that the document contains the actual file.

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Source File

Map the file you want to upload from the previous module (e.g. HTTP > Get a File or Google Drive > Download a File), or enter the file name and file data manually.

MIME type

Select the type of the uploaded file.

Attach To

Select whether you want to attach the file to the case (Create a Case module), email (Compose an Email module), or task (Create a Task module).

Make an API Call

Allows you to perform a custom API call.

Connection

Establish a connection to your EspoCRM account.

URL

Enter a path relative to https://{your-espocrm-domain}. For example: /v1/account.

Note

For the list of available endpoints, refer to the EspoCRM API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Documents

The following API call returns all documents in your EspoCRM account:

URL: /v1/document

Method: GET

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The result can be found in the module's Output under Bundle > Body > list. In our example, 5 documents were returned:

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