EspoCRM Integrations & UI Upgrade

Заказчик: AI | Опубликовано: 24.04.2026

I have EspoCRM up and running and now need help taking it from a basic install to a fully-connected hub for our clinic. Here’s the flow I’m aiming for: • Capture form entries coming from Zoho (via API or webhook) and push them straight into EspoCRM. Create workflows in CRM to process the client information. • Sync client files bi-directionally with our Allied Health System (AHS) API, then pull back appointment and invoice records. • Convert those AHS invoices into a clean CSV ready for bulk-billing and our separate invoicing platform. • Build the automation inside EspoCRM—workflows that route new leads, create or update records, and trigger follow-up tasks without manual intervention. • Extend the UI with custom dashboards and richer reporting tools so the team can see referral pipelines, billing status, and therapy outcomes at a glance. • Make any schema tweaks necessary in our PostgreSQL database and confirm data integrity throughout. I’m comfortable handling testing and front-end tweaks; what I need from you is the backend PHP coding, API/webhook set-up, and UI component development inside EspoCRM’s extension framework. Acceptance will be based on: 1. Reliable data transfer between Zoho, EspoCRM, and AHS with no record loss. 2. Automated CSV export that matches the billing template provided. 3. Dashboards and reports loading quickly and reflecting live data. 4. Clean, readable code that survives core-version updates with documentation so our team can replicate the solution for other records. If you’re fluent in EspoCRM, PHP, RESTful APIs, and PostgreSQL, let’s get started.