Connect Espo CRM and Arihant PLUS to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Get Order Trail
Get Holdings
Get Account Funds
Place Order
Get Orders
Find Stocks
Cancel Order
Get Order Book
Ready to use Espo CRM and Arihant PLUS automations
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 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.
Get Order Trail
View your order trail & status
Get Holdings
Fetch all your Demat holdings including symbol, quantity, average buy price, current market value, and P&L from your trading account.
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Frequently Asked Questions
To start, connect both your Espo CRM and Arihant PLUS accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Arihant PLUS (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Arihant PLUS. This includes choosing which data fields go into which fields of Arihant PLUS, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Arihant PLUS 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 Arihant PLUS. 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 Arihant PLUS
Arihant PLUS offers secure online trading, stock market investing, mutual funds, IPO access, portfolio management, and research tools in one powerful investment platform.
Learn More
