Connect Woovi and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Webhook Event
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Ready to use Woovi and Espo CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Webhook Event
Runs when new webhook event
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 Woovi integrations.
Issue Charge Refund
Issue full or partial refund
Create Charge
Create PIX or overdue charge
Create PIX QR Code
Generate static PIX QR & link
Create Pix Key
Create a new Pix key
Create New Customer
Add a new customer
List Charges
Show charges with filters
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Frequently Asked Questions
To start, connect both your Woovi and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Woovi triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Woovi 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 Woovi 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 Woovi 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 Woovi
Woovi makes it easy to create instant payments — including charges, subscriptions, PIX payments, and webhooks. Build faster, simplify workflows, and increase your revenue with seamless Woovi automation in ViaSocket.
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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