Connect Espo CRM and Wonderchat
Integrate Espo CRM with Wonderchat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Wonderchat 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
Wonderchat
Automatically do this!
Ask Chatbot a Question
Update Message Feedback
Add Pages
Export Chat Logs
Add Chat Log Tags
Get Messages
Delete Tags
Delete Pages
Ask Chatbot a Question via Wonderchat when New Lead in Espo CRM
Use this flowUpdate Message Feedback in Wonderchat when New Lead in Espo CRM
Use this flowAdd Pages to Wonderchat when New Lead in Espo CRM
Use this flowExport Chat Logs from Wonderchat when New Lead in Espo CRM
Use this flowAdd Chat Log Tags in Wonderchat when New Lead in Espo CRM
Use this flowGet Messages from Wonderchat when New Lead in Espo CRM
Use this flowDelete Tags in Wonderchat when New Lead in Espo CRM
Use this flowDelete Pages in Wonderchat when New Lead in Espo CRM
Use this flowAsk Chatbot a Question via Wonderchat when Lead Status Updated in Espo CRM
Use this flowUpdate Message Feedback in Wonderchat when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Wonderchat.
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 Chat Log
Runs when new chat logs are created within a selected time window.
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.
Ask Chatbot a Question
Send a question to a chosen chatbot and get its reply. Set context, context URL, up to 5 images, or chatlog ID.
Update Message Feedback
Update the feedback status for an individual message (thumbs up or thumbs down).
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 Wonderchat
Wonderchat is a no code chatbot platform builder that lets you build custom AI-powered chatbots for your sites in less than 5 minutes.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Wonderchat 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 Wonderchat 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 Wonderchat. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Wonderchat, and a separate workflow where Wonderchat 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 Wonderchat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Wonderchat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
