Connect Rootly and Espo CRM to Build Intelligent Automations
Ready to use Rootly and Espo CRM automations
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Actions and Triggers
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
Do thisActions
Action is the task that follows automatically within your Rootly integrations.
Create Incident
Creates Incident.
Create Pulse
Creates a Pulse.
Create Alert
Creates a new alert
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
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Frequently Asked Questions
To start, connect both your Rootly and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Rootly triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Rootly 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 Rootly 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 Rootly 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 Rootly
Rootly is an incident management platform that helps teams efficiently respond to and resolve incidents. It offers features like automation, incident tracking, and real-time collaboration to improve the incident response process.
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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