Connect Espo CRM and Vouchery to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Customer
Create Redemption
Find Voucher
List Customers
Get Not Cancelled Redemptions
List Invalid Redemptions
Get All Cancelled Redemptions
List Project Integrations
List Project Subscriptions
List Users
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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
Voucher Created
Triggered when a new voucher is created.
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 Customer
Create a Customer
Create Redemption
Pass redemption data and get discount data back to your app.
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Frequently Asked Questions
To start, connect both your Espo CRM and Vouchery accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Vouchery (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Vouchery. This includes choosing which data fields go into which fields of Vouchery, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Vouchery 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 Vouchery. 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 Vouchery
Vouchery is a comprehensive platform designed to streamline the creation, management, and optimization of promotional campaigns and vouchers. It offers businesses the tools to enhance customer engagement and drive sales through targeted promotions.
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