Connect Espo CRM and Vistaly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Feedback
Add Card Metric
Create Card
Ready to use Espo CRM and Vistaly 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
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 Feedback
Create a feedback entry in Vistaly from a user's submission, including provider details, optional recipient, timestamp, and page URL.
Add Card Metric
Add a numeric metric datapoint to a specific card. Optionally provide a timestamp; leave blank to use the current time.
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Frequently Asked Questions
To start, connect both your Espo CRM and Vistaly accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Vistaly (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Vistaly. This includes choosing which data fields go into which fields of Vistaly, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Vistaly 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 Vistaly. 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 Vistaly
Vistaly is a comprehensive platform designed to enhance productivity and streamline project management. It offers tools for task management, team collaboration, and efficient workflow automation, making it ideal for businesses looking to optimize their operations.
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