EspoCRM integration
Open Source CRM. Easy to customize.
What your agents can do with EspoCRM
4 pre-built EspoCRM tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
List Accounts
Retrieves a list of accounts from Espo CRM.
Create Task
This component creates a new task in Espo CRM.
Create Contact
Creates a new contact in Espo CRM.
Triggers (1)
New Changes (Instant)
Emit new event upon the creation, update, deletion, or changes of any field in an entity type.
Set up EspoCRM in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your EspoCRM account
In Relevance AI, open Integrations and add EspoCRM, then paste your API Key and URL. You will find it in your EspoCRM account settings.
Use EspoCRM in an agent
Create a tool, add a EspoCRM tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put EspoCRM to work in your agents
Connect EspoCRM alongside 1,800+ other integrations and let your agents run the busywork.