Connect ViscribeAI and Espo CRM to Build Intelligent Automations

Choose a Trigger

ViscribeAI

When this happens...

Choose an Action

Espo CRM

Automatically do this!

Ready to use ViscribeAI and Espo CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 ViscribeAI

Do thisActions

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

Ask a Question About An Image

Ask a Question About An Image

Get a clear answer to a specific question about an image.

Classify Image

Classify Image

Classify an image based on general knowledge or predefined classes.

Compare images

Compare images

Compare two images and return a clear summary of their similarities and differences.

Describe Image

Describe Image

Generate a short, plain‑language description and optional tags for an image provided as a URL or base64 string.

Extract Image Data

Extract Image Data

Extract specified text or numeric fields from an image (URL or base64) and return them as structured data.

Create Lead

Create Lead

Create a new lead using contact and address details.

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Frequently Asked Questions

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

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

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

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

The data sync between ViscribeAI 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 ViscribeAI 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 ViscribeAI and Espo CRM?

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

ViscribeAI

About ViscribeAI

ViscribeAI is a cutting-edge AI tool designed to enhance transcription and note-taking processes. Leveraging advanced machine learning algorithms, it provides accurate and efficient transcription services, making it ideal for professionals and businesses seeking to streamline their documentation tasks.

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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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