Connect Espo CRM and Shipday to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Insert Order
Search Order
Delete Order
Add Carrier
Delete Carrier
Edit Order
Assign Order To Driver
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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
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.
Insert Order
Schedule a New Order.
Search Order
Search order by email and phone number.
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Frequently Asked Questions
To start, connect both your Espo CRM and Shipday accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Shipday (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Shipday. This includes choosing which data fields go into which fields of Shipday, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Shipday 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 Shipday. 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 Shipday
Shipday is an all-in-one delivery management platform that helps local businesses plan routes, dispatch drivers, and provide real-time order tracking with automated SMS ETAs. It supports both in-house and third‑party delivery workflows, integrates with ecommerce and POS platforms, and offers AI-powered dispatch and route optimization to speed up last‑mile deliveries.
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