What to Ask Leina to Do with EspoCRM
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Find records using your filters and read their details.
List EspoCRM [entity type] records matching [conditions]. Read details for the matches and summarize [customer question], identifying record IDs.
Apply specific values to fields on a chosen record.
Update EspoCRM [entity type] record [record ID] with these fields [field names and values]. Read it afterwards and summarize the changes.
Get Started with EspoCRM
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Connect Your Account
Connect your EspoCRM site URL and an API User’s API key.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported EspoCRM Capabilities
The connection reads EspoCRM user and application metadata and manages entity records. Available fields and access are determined by your instance and API user.
- Inspect Records and Metadata
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List and read entity records, and inspect field definitions in application metadata.
- List Records
- Get Record
- Create and Update Records
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Create entity records or update selected fields within the API user’s access.
- Create Record
- Update Record
View All 7 Actions
- Get App User
- Get Metadata
- List Records
- Get Record
- Create Record
- Update Record
- Delete Record
Frequently Asked Questions
Can I connect my own EspoCRM site?
Yes. Provide the site URL you use to access the instance and an API key from an API User.
How can I check valid field options?
Ask to read application metadata for the relevant entity and field before choosing an update value.
What determines which records AI can use?
The API user’s access controls apply. Use a user with the entity and record permissions needed for your task.
Your AI employee for EspoCRM
Tell Leina what you need in your team chat. Include the source, destination, and expected result.