Push a file into espo / Form Generator

[just_me]

Since i cannot create a form in espo, i am wondering, whether i could use an external formgenerator and push the xlsx or pdf file into Espo to add it to an account. I am not the one being a pro in API things etc, so if someone could push me in the right direction, i might be able to do this, hopefully.

My Formgenerator can create an Email to send it somewhere with an attachment.

Tia for help.

j_m

PS: If somebody has an idea, how to manage to create forms in espo, i'd also appreciate

[lazovic]

Hi just_me,

The ability to create forms directly in the instance to capture leads and other information appeared in the version EspoCRM v9.0. You can find out more here: https://docs.espocrm.com/administrat...lead/#web-form.

[lazovic]

just_me,

Also, you can find out about uploading attachments to EspoCRM via API here: https://docs.espocrm.com/development...ent/#uploading.

[just_me]

Hi just_me,

The ability to create forms directly in the instance to capture leads and other information appeared in the version EspoCRM v9.0. You can find out more here: https://docs.espocrm.com/administrat...lead/#web-form.

I see, but how can i put it into a different entity instead of leads? I'm no programmer and would need a couple of hints.

[lazovic]

just_me,

There are several options to achieve this goal. For example, you can create other entities in EspoCRM from the service you need using the API: https://docs.espocrm.com/development/api/crud/#create.

You can also create leads using the built-in EspoCRM Lead Capture feature and then convert them into another entity either manually or using a formula script, workflow, or BPM (Advanced Pack extension features).