Connect Espo CRM and Softr
Integrate Espo CRM with Softr to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Softr flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Softr
Automatically do this!
Create User
Delete User
Create Database Record
Delete Database Record
Update Database Record
Search Database Record
Create User in Softr when New Lead in Espo CRM
Use this flowDelete User from Softr when New Lead in Espo CRM
Use this flowCreate Database Record in Softr when New Lead in Espo CRM
Use this flowDelete Database Record in Softr when New Lead in Espo CRM
Use this flowUpdate Database Record in Softr when New Lead in Espo CRM
Use this flowSearch Database Record in Softr when New Lead in Espo CRM
Use this flowCreate User in Softr when Lead Status Updated in Espo CRM
Use this flowDelete User from Softr when Lead Status Updated in Espo CRM
Use this flowCreate Database Record in Softr when Lead Status Updated in Espo CRM
Use this flowDelete Database Record in Softr when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Softr.
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
New Database Record
Triggers when a new database record created.
Database Record Updated
Triggers when a new database record 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.
Create User
Creates a new user.
Delete User
Delete a User by its email
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Softr
Softr is a no-code platform that allows users to build fully functional web applications and workflows without writing code. It enables the creation of customizable apps with integrated data from various sources, perfect for building websites, internal tools, or customer portals quickly.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Softr accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Softr as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Softr. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Softr, and a separate workflow where Softr triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Softr. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Softr integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
