Enable Integrations or automations with these events of Espo CRM and kissflow
Runs when New Lead Is Created
Runs when Lead Status Updated
Create a new lead using contact and address details.
Fetches Lead details by an ID.
Update lead details.
Find leads that match a text filter.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Espo CRM and kissflow accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in kissflow (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in kissflow. This includes choosing which data fields go into which fields of kissflow, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and kissflow 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 kissflow. 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 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 MoreKiSSFLOW is a Business Process Workflow Automation Software. KiSSFLOW empowers normal users to build workflow automation on their own on a self-service basis without requiring sophisticated technical knowledge. KiSSFLOW is used by department heads of finance, operations and human resources to streamline their functions.
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