Connect Espo CRM and Weavely to Build Intelligent Automations
Ready to use Espo CRM and Weavely automations
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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
New Form Submission
Trigger fires on When someone opens or loads the form (before any submission).
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.
Generate Form
Generates a Weavely form from a prompt.
Get Form Fields
String input for the path parameter FORM_ID required by GET /v1/forms/FORM_ID/fields.
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Frequently Asked Questions
To start, connect both your Espo CRM and Weavely accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Weavely (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Weavely. This includes choosing which data fields go into which fields of Weavely, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Weavely 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 Weavely. 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 Weavely
Weavely is an innovative AI-powered platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers a suite of features that streamline workflows, automate tasks, and provide intelligent insights, making it an essential tool for businesses and individuals looking to leverage AI technology.
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