Integrate Espo CRM with your favorite apps
Easily connect Espo CRM with the apps you use every day. Pick from thousands of available Espo CRM integrations or customize
new ones through our automation platform.
Ready to use Espo CRM automations
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Triggers and Actions in Espo CRM Automations
viaSocket makes it simple to connect Espo CRM and automate repetitive tasks.
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
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.
How to get started with Espo CRM automations
Automate when something happens in Espo CRM
Login -> Create new flow -> Select trigger -> Search Espo CRM -> Choose the trigger from the list
Take action in Espo CRM when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Espo CRM -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
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 viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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