Connect Espo CRM and Flodesk
Integrate Espo CRM with Flodesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Remove Subscriber From Segments in Flodesk when New Lead in Espo CRM
Add Subscriber To Segments in Flodesk when New Lead in Espo CRM
Find Subscriber in Flodesk when New Lead in Espo CRM
Unsubscribe Subscriber from Flodesk when New Lead in Espo CRM
Create Or Update Subscriber in Flodesk when New Lead in Espo CRM
Popular Espo CRM + Flodesk 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
Flodesk
Automatically do this!
Remove Subscriber From Segments
Add Subscriber To Segments
Find Subscriber
Unsubscribe Subscriber
Create Or Update Subscriber
List Subscribers
List Segments
List all Segments Colour
List Workflows
Add Existing Subscriber to Workflow
Create custom fields
Create Segment
Remove Subscriber From Segments in Flodesk when New Lead in Espo CRM
Use this flowAdd Subscriber To Segments in Flodesk when New Lead in Espo CRM
Use this flowFind Subscriber in Flodesk when New Lead in Espo CRM
Use this flowUnsubscribe Subscriber from Flodesk when New Lead in Espo CRM
Use this flowCreate Or Update Subscriber in Flodesk when New Lead in Espo CRM
Use this flowList Subscribers from Flodesk when New Lead in Espo CRM
Use this flowList Segments from Flodesk when New Lead in Espo CRM
Use this flowList all Segments Colour in Flodesk when New Lead in Espo CRM
Use this flowList Workflows from Flodesk when New Lead in Espo CRM
Use this flowAdd Existing Subscriber to Workflow in Flodesk when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Flodesk.
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
When a new subscriber is created
Runs the workflow automatically whenever a new subscriber is created in the account.
When a subscriber is added to a segment
Runs the workflow automatically whenever a subscriber is added to a segment.
When a subscriber unsubscribes
Runs the workflow automatically whenever any subscriber unsubscribes.
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.
Remove Subscriber From Segments
Removes a subscriber from specific segments.
Add Subscriber To Segments
Adds a subscriber to one or more selected segments.
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 Flodesk
Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Flodesk 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 Flodesk 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 Flodesk. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Flodesk, and a separate workflow where Flodesk 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 Flodesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Flodesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
