EspoCRM

Read and write records in a self-hosted EspoCRM install. Agents run CRUD on any entity type including custom ones, link and unlink related records, and use typed actions for contacts, accounts, leads, opportunities, and activities, with a raw request escape hatch for anything else.

49 actions API key available

EspoCRM website ↗ Platform Documentation ↗ Capability data verified 2026-07-27

A new customer signs up in the storefront

Agent runs List Leads filtered by email to catch an existing record before creating one

Agent runs Create Lead with source, company, and context fields populated

Agent runs Create Task for the follow-up with a due date and an assigned owner

Sales channel pinged with the lead snapshot and a link to the record

Rep qualifies the lead; agent logs the outcome with Update Lead and records the conversation with Create Call

What This Integration Enables

EspoCRM is the CRM for teams that want to own their customer data outright: self-hosted, extensible, with custom entities treated as first-class. This integration matches that philosophy. FlowRunner agents get typed actions for the objects sales teams live in, contacts, accounts, leads, opportunities, tasks, cases, calls, and meetings, plus generic CRUD that reaches any entity type, including the custom ones your instance defines. Relate Records and Unrelate Records manage the relationships that make a CRM more than a table, and Entity Request is the escape hatch to any endpoint the dedicated actions do not cover. Self-hosting cuts both ways: your data, your rules, and no vendor to call when a bulk write goes wrong. So the connector's power tools carry proportional restraint. Single-record writes flow freely; anything that rewrites records in bulk stops for [human-in-the-loop](/concepts/human-in-the-loop/) sign-off first.

Without FlowRunner

Leads keyed in by hand Signups wait in an export until someone re-types them into the CRM

Duplicates multiply The same company enters the system under three spellings

Activities go unlogged Calls and meetings happen with no trace on the record

With FlowRunner

Every signup becomes a lead in seconds Created with source and owner, deduped on entry

One record per company Agents list and match before every create

The timeline writes itself Tasks, calls, and meetings land on the record as they happen

Use Case Scenarios

Storefront signups become pipeline

A new customer registers in [Shopify](/integrations/shopify). The agent checks List Leads by email to avoid a duplicate, runs Create Lead with the source and company recorded, and opens a follow-up with Create Task assigned to the right rep. The team gets a ping in [Slack](/integrations/slack) with the snapshot. When the rep makes contact, the agent logs it with Create Call and moves the record forward with Update Lead. No signup waits in an export, and no lead exists twice.

A pipeline report nobody has to compile

Every Monday, the agent runs List Opportunities filtered by stage, with server-side sorting and field selection doing the heavy lifting, and writes the snapshot into [Google Sheets](/integrations/google-sheets): deal, stage, amount, close date, owner. Stalled deals get a Create Task nudge on the owner's plate. The pipeline meeting starts from the same numbers every week, pulled the same way, instead of from whatever each rep remembered to update on Sunday night.

Support cases linked to the account, automatically

A support request arrives from a customer. The agent finds the company with List Accounts, opens a Case with Create Case linked to the account and contact, and attaches related history with Relate Records so the rep sees prior cases on the same account. When resolution lands, Update Case closes it with the outcome recorded. Custom entities work the same way through List Records and Create Record, so an instance with a bespoke data model gets the same automation as a stock install.

Human-in-Loop Highlight

The typed actions on this connector change one record at a time, and even Delete Record is a soft delete to the recycle bin. Entity Request is different: it reaches EspoCRM's mass actions and admin endpoints, where one call can rewrite hundreds of records on an instance with no vendor undo behind it. So bulk changes are staged, never fired. When a territory change means reassigning accounts, the agent builds the full mapping and asks the sales manager: "Reassign 214 accounts from the departing rep to the two territory owners per the attached mapping, via a mass update through Entity Request? Approve, edit the mapping, or hold." The write runs only on the approved mapping, and the agent logs the result back as a note on the change. On a self-hosted CRM, the last line of defense is the decision before the write, so that decision belongs to a person.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

49 actions

Generic Entity Operations

List Records Lists records of any entity type, built-in or custom, with server-side filtering, sorting, field selection, and pagination.
Get Record Retrieves a single record of any entity type with its full attributes.
Create Record Creates a record of any entity type from a JSON attribute object, including custom entities.
Update Record Partially updates a record; only provided attributes change.
Delete Record Deletes a record of any entity type, a soft delete to the recycle bin per instance configuration.
List Related Records Lists records related through a named link, such as the contacts on an account, with full filtering.
Relate Records Links existing records through a named relationship.
Unrelate Records Breaks the link between records without deleting them.

Contacts

List Contacts Lists contact records with filtering, sorting, and pagination.
Get Contact Retrieves a contact with name, email, phone, and linked account.
Create Contact Creates a contact, optionally linked to an account.
Update Contact Partially updates a contact's fields.
Delete Contact Soft-deletes a contact to the recycle bin.

Accounts

List Accounts Lists company records with filtering, sorting, and pagination.
Get Account Retrieves an account with name, website, type, industry, and billing details.
Create Account Creates a company record.
Update Account Partially updates an account's fields.
Delete Account Soft-deletes an account to the recycle bin.

Leads

List Leads Lists leads with filtering, the dedupe check before every create.
Get Lead Retrieves a lead with status, source, and company.
Create Lead Creates a lead with contact details, company, status, and source.
Update Lead Partially updates a lead, the qualification write.
Delete Lead Soft-deletes a lead to the recycle bin.

Opportunities

List Opportunities Lists deals with stage, amount, and close date filtering, the reporting workhorse.
Get Opportunity Retrieves a deal with stage, amount, probability, and linked account.
Create Opportunity Creates a deal linked to an account.
Update Opportunity Partially updates a deal's stage, amount, or dates.
Delete Opportunity Soft-deletes a deal to the recycle bin.

Tasks

List Tasks Lists to-do items with status, priority, and due date filtering.
Get Task Retrieves a task with its parent record link.
Create Task Creates a task with a due date, owner, and parent link to any record.
Update Task Partially updates a task's status or fields.
Delete Task Soft-deletes a task to the recycle bin.

Cases

List Cases Lists support tickets with status and priority filtering.
Get Case Retrieves a case with its number and linked account and contact.
Create Case Creates a support ticket linked to an account and contact.
Update Case Partially updates a case, including closing it with the outcome.
Delete Case Soft-deletes a case to the recycle bin.

Calls

List Calls Lists phone activities with direction, status, and time filtering.
Get Call Retrieves a call with its times and parent record.
Create Call Logs or schedules a call attached to a record.
Update Call Partially updates a call's status or details.
Delete Call Soft-deletes a call to the recycle bin.

Meetings

List Meetings Lists scheduled events with status and time filtering.
Get Meeting Retrieves a meeting with times, location, and parent record.
Create Meeting Creates a meeting attached to a record.
Update Meeting Partially updates a meeting's fields.
Delete Meeting Soft-deletes a meeting to the recycle bin.

Escape Hatch

Entity Request Issues an arbitrary authenticated request against any EspoCRM API endpoint: custom entities, mass actions, admin endpoints. The most powerful action on the connector, which is exactly why bulk and admin uses are staged for human approval in FlowRunner workflows.

Frequently Asked Questions

What can FlowRunner do with EspoCRM?

FlowRunner agents can run List Records, Get Record, and Create Record in EspoCRM, plus 46 more actions.

Does connecting EspoCRM to FlowRunner require OAuth?

No. EspoCRM connects to FlowRunner with an API key, no OAuth flow required.

Can EspoCRM trigger a FlowRunner workflow automatically?

EspoCRM doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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