Connect Chatwork and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message in a Room
Message Updated
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message in a Room
Triggers when new message is created in Room.
Message Updated
Triggers when message is updated in a Room.
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 Chatwork integrations.
Send Message
Sends a new message to a specific group chat in ChatWork.
Get Chat Members
Get members of a chat room.
Add a task to a chat
Add a new task to the chat.
Update Chat Room
update a chat room.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
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Frequently Asked Questions
To start, connect both your Chatwork and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatwork triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Chatwork 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 Chatwork 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 Chatwork 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 Chatwork
Chatwork is a collaborative platform designed to streamline communication and project management within teams. It offers features such as group chat, task management, file sharing, and video calls to enhance productivity and foster seamless collaboration.
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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