Connect Espo CRM and Vizard.ai
Integrate Espo CRM with Vizard.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Submit Video for Clipping to Vizard when New Lead in Espo CRM
Publish Clips to Social Media in Vizard when New Lead in Espo CRM
Retrieve Video Clips in Vizard when New Lead in Espo CRM
Submit Video for Clipping to Vizard when Lead Status Updated in Espo CRM
Publish Clips to Social Media in Vizard when Lead Status Updated in Espo CRM
Popular Espo CRM + Vizard.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Vizard.ai
Automatically do this!
Submit Video for Clipping
Publish Clips to Social Media
Retrieve Video Clips
Submit Video for Clipping to Vizard when New Lead in Espo CRM
Use this flowPublish Clips to Social Media in Vizard when New Lead in Espo CRM
Use this flowRetrieve Video Clips in Vizard when New Lead in Espo CRM
Use this flowSubmit Video for Clipping to Vizard when Lead Status Updated in Espo CRM
Use this flowPublish Clips to Social Media in Vizard when Lead Status Updated in Espo CRM
Use this flowRetrieve Video Clips in Vizard when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Vizard.ai.
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.
Submit Video for Clipping
Submit a Video for Clipping.
Publish Clips to Social Media
Schedule and publish a selected project video to connected social media accounts.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Vizard.ai
Vizard is an innovative AI platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers solutions for automating tasks, generating insights, and optimizing workflows, making it an essential tool for businesses and individuals looking to leverage AI technology.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Vizard.ai accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Vizard.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Vizard.ai. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Vizard.ai, and a separate workflow where Vizard.ai triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Vizard.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Vizard.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
