Connect Shiprocket and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Shiprocket
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Ready to use Shiprocket 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 Shiprocket integrations.
Create an Order
Creates a new order.
Create a Product
Create a new product.
Create a Pickup Location
Create a new pickup location in your account.
Generate Invoice
Generate Invoice pdf for specific order.
Search Order
Search a specific order by order channel name.
Cancel Order
Cancel a created order.
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Frequently Asked Questions
To start, connect both your Shiprocket and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Shiprocket triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Shiprocket 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 Shiprocket 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 Shiprocket 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 Shiprocket
Shiprocket is a leading eCommerce logistics and shipping solution in India, designed to streamline the shipping process for online retailers. It offers a comprehensive platform that integrates with various eCommerce platforms, providing features like automated shipping, real-time tracking, and multiple courier options to enhance the delivery experience for businesses and their customers.
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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