Connect Espocrm with Hookshot™ and your stack

EspoCRM is an open-source web application that allows businesses to manage their customer relationships effectively.

Tools and triggers

What Agents can do in Espocrm

Available tools and events after Espocrm is connected.

  • Get App User

    Tool to retrieve current user data including token, ACL, and preferences. Use after successful authentication to fetch session-specific profile.

  • Get Metadata

    Test connectivity to the Docparser API by calling the ping endpoint. Use this tool to verify that your API credentials are valid and the service is reachable. Returns a simple 'pong' message on success.

Setup

Connect Espocrm in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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See Hookshot™ in your stack.

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.