Connect Gtwy and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Error Alert
Missing Variable Alert
Retry Alert is Created
New Broadcast Response
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Error Alert
Send an alert when an error occurs for one or more selected bridges.
Missing Variable Alert
Send an alert for selected bridges when required variables are missing, prompting you to correct the configuration.
Retry Alert is Created
Triggers when retry alert is created.
New Broadcast Response
Runs when new broadcast response is created.
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 Gtwy integrations.
Send Message To AI
Sends a message to the selected AI agent and returns its reply.
Call AI Agent Instantly
Send a message to the selected AI agent and return a fast, in-flow reply.
Setup Webhook for Alert
You can setup your webhook to get alert notifications.
Call AI Agent in Background
Send a message to an AI agent to run asynchronously and receive the reply via webhook when ready.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
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Frequently Asked Questions
To start, connect both your Gtwy and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gtwy triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Gtwy 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 Gtwy 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 Gtwy 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 Gtwy
AI Middleware is a platform designed to facilitate seamless integration and interaction between artificial intelligence systems and other software applications. It acts as an intermediary layer that simplifies the communication and data exchange processes, enabling developers to build more efficient and scalable AI-driven solutions.
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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