Connect Espo CRM and Wati
Integrate Espo CRM with Wati to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Wati flows
Start from a real workflow other teams are already running.
Send WhatsApp Template Message via WATI when New Lead in Espo CRM
Use this flowAdd Contact to Wati when New Lead in Espo CRM
Use this flowSend Session Message via Wati when New Lead in Espo CRM
Use this flowUpdate Contact Attributes in Wati when New Lead in Espo CRM
Use this flowStart Chat Bot in Wati when New Lead in Espo CRM
Use this flowAssign User in Wati when New Lead in Espo CRM
Use this flowSend WhatsApp Template Message via WATI when Lead Status Updated in Espo CRM
Use this flowAdd Contact to Wati when Lead Status Updated in Espo CRM
Use this flowSend Session Message via Wati when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Wati .
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 Event Occurs
Runs when a specific event occurs in Wati.
When a chatbot is triggered
Runs the workflow automatically when a chatbot is triggered in Wati.
When a template message is sent in Wati
Runs the workflow automatically whenever a template message is sent in Wati.
When a session message is sent
Runs the workflow automatically whenever a session message is sent in Wati.
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.
Send WhatsApp Template Message
Send a WhatsApp message using a Wati template.
Add Contact
Create a new Contact in Wati.
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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AI will build it for you
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 more
About Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Wati 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 Wati 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 Wati . No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Wati , and a separate workflow where Wati 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 Wati . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Wati integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
