EspoCRM

• New leadRuns when a lead is added to EspoCRM, with their email, phone, status and source. Leads already there when the workflow is turned on don't start it.
• New contactRuns when a contact is added to EspoCRM, including one a converted lead became, with their email, phone and account. Contacts already there when the workflow is turned on don't start it.
• New opportunityRuns when an opportunity (a deal) is added to EspoCRM, with its amount, stage, close date and account. Opportunities already there when the workflow is turned on don't start it.
• New caseRuns when a support case is opened in EspoCRM, with its number, priority, account and contact. Cases already there when the workflow is turned on don't start it.
• Opportunity stage changedRuns when an opportunity moves to another stage in EspoCRM, or only when it moves to the stage you choose, with the stage it left. Moves made before the workflow was turned on don't start it. The API user's role needs Global Stream access.

• Create leadAdd a lead to EspoCRM, even if one with the same name or email exists; use 'Create or update lead' for forms and sign-ups.
• Create or update leadUpdate the lead with this email, or add one if none has it, such as for a form or sign-up. Fields left blank keep what they have.
• Update leadChange a lead, such as its status. Fields left blank keep what they have.
• Get leadGet a lead's details, and what it was converted into.
• Find leadsFind leads by email, name, status or source, newest first. Leave every field blank to list the newest.
• Convert leadTurn a qualified lead into a contact, an account (if the lead has an account name) and, if you name one, an opportunity, as EspoCRM's Convert button does.
• Create contactAdd a contact to EspoCRM, even if one with the same name or email exists; use 'Create or update contact' to avoid that.
• Create or update contactUpdate the contact with this email, or add one if none has it. Fields left blank keep what they have.
• Update contactChange a contact's details. Fields left blank keep what they have.
• Get contactGet a contact's details, with their account's name.
• Find contactsFind contacts by email, name or account, newest first. Leave every field blank to list the newest.
• Create accountAdd an account: a company or organisation you work with.
• Update accountChange an account's details. Fields left blank keep what it has.
• Get accountGet an account's details.
• Find accountsFind accounts by name, website or email, newest first. Leave every field blank to list the newest.
• Create opportunityAdd an opportunity (a deal) to the pipeline, with its amount, close date, stage, account and contact.
• Update opportunityChange an opportunity, such as moving it to another stage. Fields left blank keep what it has.
• Get opportunityGet an opportunity's details, with its stage, account and contact.
• Find opportunitiesFind opportunities by name, stage or account, newest first. Leave every field blank to list the newest.
• Create taskAdd a task for someone, with a due date, about an account, contact, lead, opportunity or case.
• Log callRecord a call someone made or took, about an account, contact, lead, opportunity or case.
• Create caseOpen a support case for an account or contact, such as from a form or an email.
• Add notePost a note to the stream of an account, contact, lead, opportunity or case, where everyone following it sees it.
• List usersList the active users records can be assigned to, with their user names and emails.
• Delete recordDelete a lead, contact, account, opportunity, case, task or call.

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