Connect ikas and Espo CRM to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order

New Order

Trigger's when new order is created.

New Product

New Product

Trigger's when new product is created.

New Customer

New Customer

Trigger's when new customer is created.

Order Updated

Order Updated

Triggered when an existing order is updated in Ikas; provides the updated order details.

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Do thisActions

Action is the task that follows automatically within your ikas integrations.

Create lead

Create lead

Create a new lead with contact and address details.

Find lead

Find lead

Find a lead by ID and return its details.

Update lead

Update lead

Update a lead's details in Espo CRM.

new lead matches your criteria

new lead matches your criteria

runs when new lead matches your criteria

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Frequently Asked Questions

How do I start an integration between ikas and Espo CRM?

To start, connect both your ikas and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ikas triggers actions in Espo CRM (or vice versa).

Can we customize how data from ikas is recorded in Espo CRM?

Absolutely. You can customize how ikas 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.

How often does the data sync between ikas and Espo CRM?

The data sync between ikas and Espo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ikas to Espo CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ikas and Espo CRM?

Yes, you can set conditional logic to control the flow of data between ikas 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.

ikas

About ikas

Ikas is a comprehensive eCommerce platform designed to streamline online store management, offering tools for inventory, order processing, and customer engagement.

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Espo CRM

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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