Integrate Espo CRM with your favorite apps
Easily connect Espo CRM with the apps you use every day. Pick from thousands of available Espo CRM integrations or customize
new ones through our automation platform.
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Triggers and Actions in Espo CRM Automations
viaSocket makes it simple to connect Espo CRM and automate repetitive tasks.
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 Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
How to get started with Espo CRM automations
Automate when something happens in Espo CRM
Login -> Create new flow -> Select trigger -> Search Espo CRM -> Choose the trigger from the list
Take action in Espo CRM when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Espo CRM -> Choose the action from the list
Trigger
Action
Know More About Espo Crm Integrations
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Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
About 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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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