Connect Espo CRM and Yellow.ai
Integrate Espo CRM with Yellow.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Or Update User in Yellow.ai when New Lead in Espo CRM
Get Outbound Templates from Yellow.ai when New Lead in Espo CRM
Get User from Yellow.ai when New Lead in Espo CRM
Create Or Update User in Yellow.ai when Lead Status Updated in Espo CRM
Get Outbound Templates from Yellow.ai when Lead Status Updated in Espo CRM
Popular Espo CRM + Yellow.ai 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
Yellow.ai
Automatically do this!
Create Or Update User
Get Outbound Templates
Get User
Create Or Update User in Yellow.ai when New Lead in Espo CRM
Use this flowGet Outbound Templates from Yellow.ai when New Lead in Espo CRM
Use this flowGet User from Yellow.ai when New Lead in Espo CRM
Use this flowCreate Or Update User in Yellow.ai when Lead Status Updated in Espo CRM
Use this flowGet Outbound Templates from Yellow.ai when Lead Status Updated in Espo CRM
Use this flowGet User from Yellow.ai when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when New Template Created in Yellow.ai
Use this flowGet Lead from Espo CRM when New Template Created in Yellow.ai
Use this flowUpdate Lead in Espo CRM when New Template Created in Yellow.ai
Use this flowFind Leads by Text Filter in Espo CRM when New Template Created in Yellow.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Yellow.ai.
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 Template Created
Runs when new template 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 Or Update User
Create or update user profile
Get Outbound Templates
Get active outbound templates
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 moreSimilar apps
About Yellow.ai
Yellow.ai is a leading AI-powered platform that specializes in automating customer interactions across various channels. It leverages advanced artificial intelligence to provide seamless and personalized customer experiences, enhancing engagement and satisfaction. The platform is designed to cater to businesses looking to optimize their customer support, marketing, and sales processes through intelligent automation.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Yellow.ai 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 Yellow.ai 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 Yellow.ai. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Yellow.ai, and a separate workflow where Yellow.ai 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 Yellow.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Yellow.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
