Connect Espo CRM and Urable to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Search Customer
List All Items
Create Customer
Update Customer
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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
New Customer
Trigger when a new customer created.
Update Customer
Triggers when an existing customer is 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.
Search Customer
Retrieves the detail of customer based on email address.
List All Items
Retrieves the detail of all items.
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Frequently Asked Questions
To start, connect both your Espo CRM and Urable accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Urable (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Urable. This includes choosing which data fields go into which fields of Urable, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Urable 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 Urable. 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 Urable
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
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