Connect Espo CRM and WhautoChat
Integrate Espo CRM with WhautoChat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + WhautoChat 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
WhautoChat
Automatically do this!
Send WhatsApp Template
Create Contact
Find Contacts
Update Contact
Send WhatsApp Template via WhautoChat when New Lead in Espo CRM
Use this flowCreate Contact in WhautoChat when New Lead in Espo CRM
Use this flowFind Contacts in WhautoChat when New Lead in Espo CRM
Use this flowUpdate Contact in WhautoChat when New Lead in Espo CRM
Use this flowSend WhatsApp Template via WhautoChat when Lead Status Updated in Espo CRM
Use this flowCreate Contact in WhautoChat when Lead Status Updated in Espo CRM
Use this flowFind Contacts in WhautoChat when Lead Status Updated in Espo CRM
Use this flowUpdate Contact in WhautoChat when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when When a new contact is created in WhautoChat
Use this flowGet Lead from Espo CRM when When a new contact is created in WhautoChat
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and WhautoChat.
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
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account.
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
Send a pre-approved WhatsApp template to a contact or phone number, optionally scheduling it for later.
Create Contact
Create a contact with name, phone number, and workspace. Optionally add stage, notes, custom fields, or tags (comma-separated; new tags are created automatically).
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.
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About WhautoChat
WhautoChat is an omnichannel automation platform for WhatsApp, Instagram, Messenger, Telegram, and web live chat. It unifies a shared team inbox, AI chatbots trained on your business data, no-code automation workflows, broadcast and segmentation, contact and lead management, CSAT and analytics, plus API and webhooks. Offered as Cloud SaaS or self-hosted with optional white-label editions.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and WhautoChat 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 WhautoChat 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 WhautoChat. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in WhautoChat, and a separate workflow where WhautoChat 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 WhautoChat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and WhautoChat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
