Connect Espo CRM and Trafft to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Booking
List All Services
Create Customer
Ready to use Espo CRM and Trafft 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
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
Appointment Rescheduled
Triggered when an existing appointment is rescheduled in Trafft.
Appointment Status Changed
Triggered when an existing appointment status is changed in Trafft.
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 Booking
Creates a new bookings in Trafft.
List All Services
Retrieves a list of all services.
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Frequently Asked Questions
To start, connect both your Espo CRM and Trafft accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Trafft (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Trafft. This includes choosing which data fields go into which fields of Trafft, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Trafft 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 Trafft. 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 Trafft
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn More
