Connect Espo CRM and Bird
Integrate Espo CRM with Bird to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Lead in Espo CRM when New Message Event in Bird
Verify Passcode with Bird when Lead Status Updated in Espo CRM
Create Lead in Espo CRM when New Message Event in Bird
Get Lead from Espo CRM when New Message Event in Bird
Send a WhatsApp Template Message via Bird WhatsApp when Lead Status Updated in Espo CRM
Popular Espo CRM + Bird flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Bird
Automatically do this!
Send SMS
Get SMS Message
Create Email Message
Get Email Message
Get a WhatsApp Message
Get Apple Messages for Business Message
Create Verification
Verify Passcode
Advance to the next verification channel
Send a WhatsApp Template Message
Update Lead in Espo CRM when New Message Event in Bird
Use this flowVerify Passcode with Bird when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when New Message Event in Bird
Use this flowGet Lead from Espo CRM when New Message Event in Bird
Use this flowSend a WhatsApp Template Message via Bird WhatsApp when Lead Status Updated in Espo CRM
Use this flowFind Leads by Text Filter in Espo CRM when New Message Event in Bird
Use this flowSend SMS via Bird when New Lead in Espo CRM
Use this flowGet SMS Message from Bird when New Lead in Espo CRM
Use this flowCreate Email Message in Bird when New Lead in Espo CRM
Use this flowGet Email Message from Bird when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Bird.
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 Message Event
Runs when new message events occur for selected event types and optional mailbox filter.
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.
Send SMS
Send an SMS to a phone number; set recipient, sender, message, category, and optional tags or metadata.
Get SMS Message
Retrieve an SMS message's delivery status, content, segments, and failure details by Message ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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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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 moreSimilar apps
About Bird
Send email, SMS, WhatsApp, and Apple Messages for Business through Bird. Verify customers and retrieve message status from your workflows.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Bird 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 Bird 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 Bird. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Bird, and a separate workflow where Bird 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 Bird. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Bird integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
