Effortlessly track changes in critical metrics using EspoCRM and Make.com. Instantly receive alerts via email or Slack when predefined thresholds are exceeded, ensuring you stay informed and responsive to business trends.
Periodically extract key metric data from EspoCRM.
Identify if predefined thresholds are exceeded.
Send an email alert when thresholds are exceeded.
Send Slack notifications for rapid awareness.
- Repeat -
Automation Benefits
Revolutionize your business with real-time data insights and automated alerts.
Ensure all data collected is precise and real-time.
Reduce time spent on manual monitoring and data checks.
Gain deeper understanding with actionable data.
Optimize performance with swift reaction to alerts.
Effortlessly connect with existing systems like Slack, Gmail.
Prevent oversight by automating key metric alerts.
Streamline your business insights with automated alerts.
Set your own critical values for alert triggers.
Receive alerts via email and Slack for flexibility.
Stay updated with real-time data evaluations.
Outcomes
Unlock the power of real-time CRM insights to drive your business.
More Automation Use Cases
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.
Ask me anything and watch how I respond.
From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.
RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.
Understand more about automating metric alerts in EspoCRM.
We Might Have Solved Your Problems Already
See how you can improve your work process even more by leveraging AI and Automation.
Pricing Plans
Choose a plan that's suitable for your needs.
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required