Connect Espo CRM and Veshort to Build Intelligent Automations

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Espo CRM

When this happens...

Choose an Action

Veshort

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Ready to use Espo CRM and Veshort automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Runs when New Lead Is Created

Lead Status Updated

Lead Status Updated

Runs when Lead Status Updated

New Short Link Created

New Short Link Created

Triggers when a new short link is created in your Veshort account.

Any Short Link Clicked

Any Short Link Clicked

Triggers when any short link is clicked and captures the visitor's country, browser, device, and referrer.

Specific Short Link Clicked

Specific Short Link Clicked

Runs when the selected short link is clicked and captures the visitor's country, browser, device, and referrer.

Request a new Trigger for Espo CRM

Do thisActions

Action is the task that follows automatically within your Espo CRM integrations.

Create Lead

Create Lead

Create a new lead using contact and address details.

Get Lead

Get Lead

Fetches Lead details by an ID.

Update Lead

Update Lead

Update lead details.

Find Leads by Text Filter

Find Leads by Text Filter

Find leads that match a text filter.

Create Short Link

Create Short Link

Creates a short, branded link from a long URL with tracking and optional customization.

Get Short Link Details

Get Short Link Details

Get detailed information and analytics for a short link by using Link ID.

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Frequently Asked Questions

How do I start an integration between Espo CRM and Veshort?

To start, connect both your Espo CRM and Veshort accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Veshort (or vice versa).

Can we customize how data from Espo CRM is recorded in Veshort?

Absolutely. You can customize how Espo CRM data is recorded in Veshort. This includes choosing which data fields go into which fields of Veshort, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Espo CRM and Veshort?

The data sync between Espo CRM and Veshort typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Espo CRM to Veshort?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Espo CRM and Veshort?

Yes, you can set conditional logic to control the flow of data between Espo CRM and Veshort. 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

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.

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Veshort

About Veshort

Veshort is an all-in-one link management platform to shorten URLs, create QR codes, and track performance. Automate workflows, monitor clicks, and optimize your marketing with real-time analytics.

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