Connect Espo CRM and Robocorp to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Assets
Create Assistant
Create Asset Upload
Search Assistants
Search Processes
Search Assets
Delete Asset
Create New Task Package
Create work item
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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
Process Run completed
Triggers when a process run is completed.
Process Run Unresolved
Triggers when a process run is Unresolved.
Process Run Started
Triggers when a process run is started.
Assistant created
Trigger when a Assistant created.
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.
Create Assets
Creates a new asset.
Create Assistant
Creates an new assistant.
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Frequently Asked Questions
To start, connect both your Espo CRM and Robocorp accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Robocorp (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Robocorp. This includes choosing which data fields go into which fields of Robocorp, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Robocorp 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 Robocorp. 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 Robocorp
Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.
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