Connect Espo CRM and Stape to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Signals Gateways
Create Snapchat Gateways
Create TikTok Gateways
Create Server Container
Add Custom Domain to Container
Ready to use Espo CRM and Stape 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
New Singals Gateway
Triggers when a new signal's gateway is created.
New Snapchat Gateway
Triggers when a new Snapchat Gateway is created.
New TikTok Gateways
Triggers when a new TikTok Gateway 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 Signals Gateways
Create a new Signals Gateways.
Create Snapchat Gateways
Create a new Snapchat CAPI Gateways.
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Frequently Asked Questions
To start, connect both your Espo CRM and Stape accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Stape (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Stape. This includes choosing which data fields go into which fields of Stape, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Stape 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 Stape. 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 Stape
Stape is a platform designed to simplify server-side tagging and enhance data collection for businesses. It provides tools to manage and deploy server-side Google Tag Manager (GTM) containers, allowing for more accurate and efficient tracking of user interactions and conversions. Stape helps businesses optimize their analytics and marketing efforts by ensuring data accuracy and reducing client-side load times.
Learn More
