EspoCRM, Salesforce Integrations

EspoCRM
Salesforce
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Triggers

EspoCRM

Watch Changes INSTANT

Watches the creation, updating, deleting or field change events of various entity types.

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

Actions

EspoCRM

Compose an Email

Composes an email.

EspoCRM

Create a Call

Creates a call.

EspoCRM

Create a Case

Creates a case.

EspoCRM

Create a Contact

Creates a contact.

EspoCRM

Create a Lead

Creates a lead.

EspoCRM

Create a Meeting

Creates a meeting.

EspoCRM

Create an Account

Creates an account.

EspoCRM

Create an Attachment

Creates an attachment for case, task, or composing an email.

EspoCRM

Create an Opportunity

Creates an opportunity.

EspoCRM

Create a Task

Creates a task.

EspoCRM

Delete a Call

Deletes a call.

EspoCRM

Delete a Case

Deletes a case.

EspoCRM

Delete a Contact

Deletes a contact.

EspoCRM

Delete a Lead

Deletes a lead.

EspoCRM

Delete a Meeting

Deletes a meeting.

EspoCRM

Delete an Account

Deletes an account.

EspoCRM

Delete an Opportunity

Deletes an opportunity.

EspoCRM

Delete a Task

Deletes a task.

EspoCRM

Get a Call

Gets a call.

EspoCRM

Get a Case

Gets a case.

EspoCRM

Get a Contact

Gets a contact.

EspoCRM

Get a Lead

Gets a lead.

EspoCRM

Get a Meeting

Gets a meeting.

EspoCRM

Get an Account

Gets an account.

EspoCRM

Get an Opportunity

Gets an opportunity.

EspoCRM

Get a Task

Gets a task.

EspoCRM

Make an API Call

Performs an arbitrary authorized API call.

EspoCRM

Update a Call

Updates a call.

EspoCRM

Update a Case

Updates a case.

EspoCRM

Update a Contact

Updates a contact.

EspoCRM

Update a Lead

Updates a lead.

EspoCRM

Update a Meeting

Updates a meeting.

EspoCRM

Update an Account

Updates an account.

EspoCRM

Update an Opportunity

Updates an opportunity.

EspoCRM

Update a Task

Updates a task.

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

Searches

EspoCRM

List Accounts

Lists or searches accounts.

EspoCRM

List Calls

Lists or searches calls.

EspoCRM

List Cases

Lists or searches cases.

EspoCRM

List Contacts

Lists or searches contacts.

EspoCRM

List Leads

Lists or searches leads.

EspoCRM

List Meetings

Lists or searches meetings.

EspoCRM

List Opportunites

Lists or searches opportunites.

EspoCRM

List Tasks

Lists or searches tasks.

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

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