Connect Writer and Espo CRM to Build Intelligent Automations

Choose a Trigger

Writer

When this happens...

Choose an Action

Espo CRM

Automatically do this!

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 Writer

Do thisActions

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

Text Generation

Text Generation

Sends a prompt to Writer and generate a completion.

List applications

List applications

List a paginated list of no-code agents (formerly called no-code applications) .

List Model

List Model

List all model .

List File

List File

List all files

List Graph

List Graph

List all graph

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 Writer and Espo CRM?

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

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

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

The data sync between Writer 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 Writer 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 Writer and Espo CRM?

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

Writer

About Writer

Writer is a generative AI platform built for the needs of companies and teams.

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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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