Enable Integrations or automations with these events of Espo CRM and Twona AMS Next
Runs when New Lead Is Created
Runs when Lead Status Updated
Create a new lead using contact and address details.
Fetches Lead details by an ID.
Update lead details.
Find leads that match a text filter.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Espo CRM and Twona AMS Next accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Twona AMS Next (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Twona AMS Next. This includes choosing which data fields go into which fields of Twona AMS Next, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Twona AMS Next 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 Twona AMS Next. 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.
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 MoreTwona AMS is an intuitive Workflow, Design, Communication & Version Management Software that maximizes productivity for teams of any size. Centralize workflows, proof packaging, automate processes, request internal/external approvals, make your Artwork Management foolproof.
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