Connect Espo CRM and DragApp
Integrate Espo CRM with DragApp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + DragApp 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
DragApp
Automatically do this!
Create Card
Add Card Comment
Create Card in DragApp when New Lead in Espo CRM
Use this flowAdd Card Comment to DragApp when New Lead in Espo CRM
Use this flowCreate Card in DragApp when Lead Status Updated in Espo CRM
Use this flowAdd Card Comment to DragApp when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when New Task Cards in DragApp
Use this flowGet Lead from Espo CRM when New Task Cards in DragApp
Use this flowUpdate Lead in Espo CRM when New Task Cards in DragApp
Use this flowFind Leads by Text Filter in Espo CRM when New Task Cards in DragApp
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and DragApp.
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 Task Cards
Retrieves task cards created in the selected board column within the specified time window.
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 Card
Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.
Add Card Comment
Add a comment to the card (found by title) in the selected board and column.
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 DragApp
Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and DragApp 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 DragApp 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 DragApp. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in DragApp, and a separate workflow where DragApp 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 DragApp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and DragApp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
