Connect Espo CRM and Commerce Layer to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Customer Group
Create a Customer
Delete a Customer
Update Customer Group
Create price lists
Create a Shipping Category
Create a SKU's
Update Customer
Create a Price
Create Stock Location
Create Stock Item
Create Gift Card Recipients
Create Shipping Category
Create a Merchant
Update a Merchant
Update a Price List
Find Customer By Email
Find SKU
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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 Gift Card Created
Trigger's when new gift card created.
New Customer Created
Runs when a new customer is created in Commerce Layer.
New Promotion
Trigger's when new promotion is created.
Customer Deleted
Trigger's when a customer is deleted.
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 Customer Group
Create a customer group for pricing, discounts, and segmentation.
Create a Customer
Create a new customer.
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Frequently Asked Questions
To start, connect both your Espo CRM and Commerce Layer accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Commerce Layer (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Commerce Layer. This includes choosing which data fields go into which fields of Commerce Layer, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Commerce Layer 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 Commerce Layer. 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 Commerce Layer
Commerce Layer is a fast, flexible, and highly secure REST API, designed to empower you to create innovative and scalable eCommerce solutions with ease. Ask ChatGPT
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