Connect PostgreSQL and Espo CRM to Build Intelligent Automations

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PostgreSQL

When this happens...

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Espo CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Postgresql (mutiple table)

Postgresql (mutiple table)

Get all the data, which was updated in last 15 min, from all the table provided.

New Lead

New Lead

Runs when New Lead Is Created

Lead Status Updated

Lead Status Updated

Runs when Lead Status Updated

Request a new Trigger for PostgreSQL

Do thisActions

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

Execute a Query (advanced)

Execute a Query (advanced)

You can select, create, update or delete row(s) of table via custom SQL query.

Insert row

Insert row

Adds a new row into the table.

Create Lead

Create Lead

Create a new lead using contact and address details.

Get Lead

Get Lead

Fetches Lead details by an ID.

Update Lead

Update Lead

Update lead details.

Find Leads by Text Filter

Find Leads by Text Filter

Find leads that match a text filter.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how PostgreSQL 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 PostgreSQL and Espo CRM?

The data sync between PostgreSQL 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 PostgreSQL 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 PostgreSQL and Espo CRM?

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

PostgreSQL

About PostgreSQL

this plug use to run query on provided database

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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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