Connect Espo CRM and Nomi AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Send Message To Nomi
List All Nomis
List Rooms
Ready to use Espo CRM and Nomi AI 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
Nomi Is Created
Runs when a new Nomi is created in Nomi AI.
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 Nomi
Send message to selected Nomi
List All Nomis
Finds Nomis that match your filters or a specific ID.
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Frequently Asked Questions
To start, connect both your Espo CRM and Nomi AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Nomi AI (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Nomi AI. This includes choosing which data fields go into which fields of Nomi AI, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Nomi AI 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 Nomi AI. 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 Nomi AI
Nomi AI is a cutting-edge platform that leverages artificial intelligence to provide advanced solutions for various business needs. It offers tools and services that enhance decision-making, automate processes, and improve overall efficiency through AI-driven insights and analytics.
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