Connect Espo CRM and Flow to Build Intelligent Automations

Choose a Trigger

Espo CRM

When this happens...

Choose an Action

Flow

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Runs when New Lead Is Created

Lead Status Updated

Lead Status Updated

Runs when Lead Status Updated

New Task

New Task

Triggers when a new task is created in GetFlow.

Task Completed

Task Completed

Triggers when a task is marked as completed in GetFlow.

New Project

New Project

Triggers when a new project is added.

Request a new Trigger for Espo CRM

Do thisActions

Action is the task that follows automatically within your Espo CRM integrations.

Create Lead

Create Lead

Create a new lead using contact and address details.

Get Lead

Get Lead

Fetches Lead details by an ID.

Update Lead

Update Lead

Update lead details.

Find Leads by Text Filter

Find Leads by Text Filter

Find leads that match a text filter.

Create Task

Create Task

Creates a new task in GetFlow Account.

list task

list task

get a task in flow.

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Frequently Asked Questions

How do I start an integration between Espo CRM and Flow?

To start, connect both your Espo CRM and Flow accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Flow (or vice versa).

Can we customize how data from Espo CRM is recorded in Flow?

Absolutely. You can customize how Espo CRM data is recorded in Flow. This includes choosing which data fields go into which fields of Flow, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Espo CRM and Flow?

The data sync between Espo CRM and Flow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Espo CRM to Flow?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Espo CRM and Flow?

Yes, you can set conditional logic to control the flow of data between Espo CRM and Flow. 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.

Espo CRM

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.

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Flow

About Flow

GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.

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