Integrate Espo CRM with Akurateco to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Check Transaction Status by Payment ID in Akurateco when New Lead in Espo CRM
Capture Authorized Payment in Akurateco when New Lead in Espo CRM
Refund a Payment in Akurateco when New Lead in Espo CRM
Void a Payment in Akurateco when New Lead in Espo CRM
Create Checkout Link in Akurateco when New Lead in Espo CRM
Start from a real workflow other teams are already running.
Espo CRM
When this happens...
New Lead
Lead Status Updated
Akurateco
Automatically do this!
Check Transaction Status by Payment ID
Capture Authorized Payment
Refund a Payment
Void a Payment
Create Checkout Link
Check Transaction Status by Payment ID in Akurateco when New Lead in Espo CRM
Use this flowCapture Authorized Payment in Akurateco when New Lead in Espo CRM
Use this flowRefund a Payment in Akurateco when New Lead in Espo CRM
Use this flowVoid a Payment in Akurateco when New Lead in Espo CRM
Use this flowCreate Checkout Link in Akurateco when New Lead in Espo CRM
Use this flowCheck Transaction Status by Payment ID in Akurateco when Lead Status Updated in Espo CRM
Use this flowCapture Authorized Payment in Akurateco when Lead Status Updated in Espo CRM
Use this flowRefund a Payment in Akurateco when Lead Status Updated in Espo CRM
Use this flowVoid a Payment in Akurateco when Lead Status Updated in Espo CRM
Use this flowCreate Checkout Link in Akurateco when Lead Status Updated in Espo CRM
Use this flowEverything you can automate between Espo CRM and Akurateco.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Lead Is Created
Runs when Lead Status Updated
Action is the task that follows automatically within your Espo CRM integrations.
Create a new lead using contact and address details.
Fetches Lead details by an ID.
Update lead details.
Find leads that match a text filter.
Look up a transaction's current status using its payment ID.
Finalize a previously authorized transaction to collect the specified amount.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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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.
Learn moreAkurateco is a PCI DSS-compliant white‑label payment gateway and payment orchestration platform that lets PSPs, acquirers, banks, marketplaces, and online merchants launch and scale branded payment services without building their own infrastructure. It provides 700+ ready payment connectors, intelligent routing and cascading, advanced risk and fraud management, recurring payments and tokenization, comprehensive analytics and billing, and flexible deployment (SaaS or on‑prem) backed by 99.99% uptime and a dedicated payments team.
Learn moreSign up for a free viaSocket account, then authorize both your Espo CRM and Akurateco accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Akurateco as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Akurateco. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Akurateco, and a separate workflow where Akurateco triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Akurateco. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Akurateco integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.