Connect Flow and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Task Completed
New Project
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Ready to use Flow and Espo CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created in GetFlow.
Task Completed
Triggers when a task is marked as completed in GetFlow.
New Project
Triggers when a new project is added.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Do thisActions
Action is the task that follows automatically within your Flow integrations.
Create Task
Creates a new task in GetFlow Account.
list task
get a task in flow.
Get List
get a List in flow.
List workspaces
get a workspaces in flow.
List memberships
get a memberships in flow.
Create Lead
Create a new lead using contact and address details.
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Frequently Asked Questions
To start, connect both your Flow and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Flow triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Flow data is recorded in Espo CRM. This includes choosing which data fields go into which fields of Espo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Flow and Espo CRM 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 Flow and Espo CRM. 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 Flow
GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.
Learn MoreAbout 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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