Connect Espo CRM and isms.online to Build Intelligent Automations
Enable Integrations or automations with these events of Espo CRM and isms.online
Enable Integrations or automations with these events of Espo CRM and isms.online
Triggers
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Actions
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.
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Frequently Asked Questions
To start, connect both your Espo CRM and isms.online accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in isms.online (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in isms.online. This includes choosing which data fields go into which fields of isms.online, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and isms.online 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 isms.online. 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.
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About isms.online
ISMS.online is a cloud-based compliance management platform that helps businesses manage information security, privacy, and regulatory compliance. It simplifies the process of maintaining standards like ISO 27001 and GDPR through tools for risk assessments, policy management, and auditing. The platform provides centralized control, real-time updates, and automated workflows to ensure ongoing compliance and streamline security processes.
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