Connect Espo CRM and Paddle to Build Intelligent Automations

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Espo CRM

When this happens...

Choose an Action

Paddle

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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 Customer

New Customer

Detects and returns customers newly created in Paddle since the last check (defaults to the past 15 minutes), ordered newest first.

New Address

New Address

Trigger when a new address is added for the selected Paddle customer. Returns addresses created since the last check.

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 Customer

Create Customer

Creates a new customer in Paddle.

Update Customer

Update Customer

Update an existing customer using their ID.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Espo CRM and Paddle 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 Paddle?

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 Paddle?

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

About Paddle

Paddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.

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