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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Do thisActions
Action is the task that follows automatically within your Amazing Marvin integrations.
Create Task
Creates a new task.
Delete one or more reminders hold
Deletes the chosen reminders .
Create Project
Creates a new project.
Set reminder
Set a reminder
Start/Stop time tracking
Start or Stop time tracking of a task by ID.
Create Lead
Create a new lead using contact and address details.
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Frequently Asked Questions
To start, connect both your Amazing Marvin and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Amazing Marvin triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Amazing Marvin data is recorded in Espo CRM. This includes choosing which data fields go into which fields of Espo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Amazing Marvin and Espo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Amazing Marvin and Espo CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Amazing Marvin
Amazing Marvin is a customizable task manager and daily planner app designed to help users beat procrastination, feel more in control and finish their to-do list. It combines principles from behavioral psychology with a playful design to make your work more productive and fun.
Learn MoreAbout Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
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