Create Record
Create a record for any standard or custom EspoCRM entity type.
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Integrate Espocrm
with your AI CRM
EspoCRM is an open-source web application that allows businesses to manage their customer relationships effectively.
Explore Triggers and Actions
Download Attachment
Download an EspoCRM attachment by attachment record ID.
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Follow Record
Follow an EspoCRM record so its updates appear in the user's stream.
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Get App User
Tool to retrieve current user data including token, ACL, and preferences. Use after successful authentication to fetch session-specific profile.
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Get Currency Rates
Retrieve the currency rates configured in EspoCRM.
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Get Labels
Retrieve all EspoCRM labels in the user or system default language.
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Get Metadata
Retrieve available EspoCRM application metadata or one metadata path. The returned metadata is JSON-encoded in string fields.
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Get Record
Retrieve one standard or custom EspoCRM entity record by its ID.
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List Record Stream
List one page of stream notes for a standard or custom EspoCRM record.
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List Records
List one page of records for any standard or custom EspoCRM entity type.
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List Related Records
List one page of records connected to a source record through a named link.
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List Stream
List one page of stream notes visible to the current EspoCRM user.
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Post Stream Note
Post a note to an EspoCRM record stream, optionally with attachments.
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Relate Records
Relate one or more existing records through a named EspoCRM link.
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Update Record
Partially update any standard or custom EspoCRM entity record.
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Upload Attachment
Upload a file for an EspoCRM File or Attachment-Multiple field.
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How the Espocrm integration works
The Espocrm integration connects your Dench AI CRM directly to Espocrm, so agents can read and act on your Espocrm data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
16 actions are available for agents to invoke on your behalf. Every call runs through Espocrm's own authorization, scoped to the account you connect.
Set up Espocrm in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Espocrm and click Connect — you'll authorize access through Espocrm's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Espocrm in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Espocrm integration work with Dench?
The Dench Espocrm integration connects your AI CRM to Espocrm, so AI agents can work with your Espocrm data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Espocrm via Dench?
The Espocrm integration currently exposes 16 actions, including Create Record, Download Attachment, Follow Record, Get App User, Get Currency Rates, and Get Labels. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Espocrm to Dench?
No. You connect Espocrm from your Dench workspace using Espocrm's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Espocrm integration secure?
Connections are authorized through Espocrm's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Espocrm connection from your workspace settings at any time.