What do you want to automate
with EspoCRM and Solve CRM?
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Popular Ways to Connect EspoCRM with Solve CRM#
Popular EspoCRM and Solve CRM Triggers#
Emit new event for each new company created. See the docs here
Emit new event for each new contact created. See the docs here
Emit new event upon the creation, update, deletion, or changes of any field in an entity type. See the documentation
Emit new event when the specified tag is added to a contact. See the docs here
Popular EspoCRM and Solve CRM Actions#
This component creates a new task in Espo CRM. See the documentation
Overview of EspoCRM#
The EspoCRM API allows for robust interaction with your CRM data, enabling the automation of tasks, syncing data across platforms, and the enhancement of customer relationship management through customized workflows. By leveraging this API within Pipedream, you can design serverless workflows that react to CRM events, integrate with other services, and manipulate data to fit your business processes. Pipedream's no-code platform makes it straightforward to create, execute, and maintain these workflows, allowing you to focus on innovation rather than infrastructure.
Connect EspoCRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
espocrm: {
type: "app",
app: "espocrm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.espocrm.$auth.url}/api/v1/CurrencyRate`,
headers: {
"X-Api-Key": `${this.espocrm.$auth.api_key}`,
},
})
},
})
Overview of Solve CRM#
The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.
Connect Solve CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
solve_crm: {
type: "app",
app: "solve_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://secure.solve360.com/contacts`,
auth: {
username: `${this.solve_crm.$auth.email}`,
password: `${this.solve_crm.$auth.api_token}`,
},
})
},
})
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