Connect Espo CRM and Paystack to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Cancel a Subscription
Update a Order
Add Product
Find Customer
Find Transfer
Find Transaction
Create Invoice
Create Refund
Create Subscription
Create Virtual Terminal
Initialize Transaction
Ready to use Espo CRM and Paystack 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
Recent Transactions
Retrieve Paystack transactions from the last 15 minutes, optionally filtered by status.
Abandoned Transaction
Fetches Paystack transactions marked as abandoned created in the last 15 minutes.
Fetch Subscriptions
Retrieve Paystack subscriptions created within a recent time window and filter by status (new or cancelled).
Cancelled Subscription
Return subscriptions cancelled on Paystack within the last 15 minutes.
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.
Cancel a Subscription
Disable (cancel) a Paystack subscription using its subscription code and email token.
Update a Order
Update the status of an existing Paystack order (e.g., delivered or cancelled) using its Order ID.
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Frequently Asked Questions
To start, connect both your Espo CRM and Paystack accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Paystack (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Paystack. This includes choosing which data fields go into which fields of Paystack, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Paystack 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 Paystack. 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 Paystack
Integrate seamless payment processing features with Paystack, enabling businesses to handle transactions efficiently and securely.
Learn More
