Connect Espo CRM and Edusign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create classroom
Create a course
Create Group
Create Professor
Create Student
Update Student
Update Professor
Update Group
Find Student
Find Professor
Find Group
Find Document
Find Document Template
Find Admin
Delete Document
Creates a new Admin
Ready to use Espo CRM and Edusign 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
New Student
Trigger when a new student is created.
New Professor
Triggers when you want to get all professors from the API.
New Group
Triggers when a new group is created.
New Course
Triggers when a user needs to get all courses from the API.
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 classroom
Create a new classroom.
Create a course
Create a new course.
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Frequently Asked Questions
To start, connect both your Espo CRM and Edusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Edusign (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Edusign. This includes choosing which data fields go into which fields of Edusign, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Edusign 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 Edusign. 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 Edusign
Digital attendance sheets. Sign online and generate certified documents in seconds.
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