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OroCRM connector for Okou

Connect OroCRM and OroPlatform instances to read CRM resources, records, relationships, filters, and pagination through the JSON:API REST API.

Sales & operations · OAuth Access Token

Sign up to use OroCRM

Use OroCRM in Okou

OroCRM and OroPlatform REST API for reading CRM resources, records, relationships, filters, and paginated JSON:API responses from self-hosted instances.

Once connected, supported OroCRM actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.

What you can do with OroCRM

  • Read available OroCRM and OroPlatform JSON:API resources, records, relationships, and metadata.

How the OroCRM connector works

A connected service becomes one permissioned step in the work you hand off.

  1. 1

    Connect OroCRM

    Choose OAuth Access Token.

  2. 2

    Choose the work

    Use only the supported actions your workflow needs.

  3. 3

    Run it your way

    Start it once, schedule it, or attach an event trigger.

Connect OroCRM securely

Use the connection method that fits your account and grant only the access the workflow needs.

  • OAuth Access Token

Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.

OroCRM connector questions

What can Okou do with OroCRM?
Connect OroCRM and OroPlatform instances to read CRM resources, records, relationships, filters, and pagination through the JSON:API REST API. Documented actions include: Read available OroCRM and OroPlatform JSON:API resources, records, relationships, and metadata.
How do I connect OroCRM to Okou?
Connect OroCRM using OAuth Access Token. The connection controls which supported actions a workflow can use.
Can OroCRM run in an automated workflow?
Yes. After it is connected, supported OroCRM actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.

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