Connect Espo CRM and Apex27 to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Contact
Find Contact
Find Listing
Upload Image for Listing
Upload Document for Listing
Create Lead
Create Contact Note
Update Contact Note
Update Lead
Find Contact By Email
Find Lead
Create Notification
Create Listings Note
Update Listings Note
Create Listings
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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
New Contact
Triggers when a contact is created.
Update Contact
Triggers when a contact is updated.
New Lead
Triggers when a lead is created.
Update Lead
Triggers when a lead is 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.
Create Contact
Creates a new contact
Find Contact
Finds a specific contact reference by the ID
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Frequently Asked Questions
To start, connect both your Espo CRM and Apex27 accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Apex27 (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Apex27. This includes choosing which data fields go into which fields of Apex27, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Apex27 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 Espo CRM and Apex27. 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 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.
Learn MoreAbout Apex27
Apex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
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