Connect Espo CRM and Gtwy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Send Message To AI
Call AI Agent Instantly
Setup Webhook for Alert
Call AI Agent in Background
Ready to use Espo CRM and Gtwy 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
Error Alert
Send an alert when an error occurs for one or more selected bridges.
Missing Variable Alert
Send an alert for selected bridges when required variables are missing, prompting you to correct the configuration.
Retry Alert is Created
Triggers when retry alert is created.
New Broadcast Response
Runs when new broadcast response is created.
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.
Send Message To AI
Sends a message to the selected AI agent and returns its reply.
Call AI Agent Instantly
Runs immediately and returns a response within the flow. Uses fast-response models.
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Frequently Asked Questions
To start, connect both your Espo CRM and Gtwy accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Gtwy (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Gtwy. This includes choosing which data fields go into which fields of Gtwy, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Gtwy 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 Gtwy. 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 Gtwy
AI Middleware is a platform designed to facilitate seamless integration and interaction between artificial intelligence systems and other software applications. It acts as an intermediary layer that simplifies the communication and data exchange processes, enabling developers to build more efficient and scalable AI-driven solutions.
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