Connect Espo CRM and Businessmap
Integrate Espo CRM with Businessmap to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Businessmap flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Businessmap
Automatically do this!
Add a Comment to a Card
Get Columns
Get a Card Attachments
Get all Comments
Find Card
Create a Attachment
Update an Attachment
Create a Card
Log Time for Card
Unblock a Card
Add Subtask
Create a Board
Archive/Unarchive Card
Discard Card or Restore Discarded Card
Create a Tag
List Boards
List Card
Add a Comment to a Card in Businessmap when New Lead in Espo CRM
Use this flowGet Columns in Businessmap when New Lead in Espo CRM
Use this flowGet a Card Attachments from Businessmap when New Lead in Espo CRM
Use this flowGet all Comments in Businessmap when New Lead in Espo CRM
Use this flowFind Card in Businessmap when New Lead in Espo CRM
Use this flowCreate a Attachment in Businessmap when New Lead in Espo CRM
Use this flowUpdate an Attachment in Businessmap when New Lead in Espo CRM
Use this flowCreate a Card on Businessmap when New Lead in Espo CRM
Use this flowLog Time for Card in Businessmap when New Lead in Espo CRM
Use this flowUnblock a Card in Businessmap when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Businessmap.
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
New Comment
Triggers when a comment is created.
Card Created
Triggers activate for any event on your board; use a "Filter" to specify actions like "Card created", "Card details changed", "Card moved", or "Card deleted".
Board structure changed
Trigger when Board structure changed.
New Board
Trigger when new board is created.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Add a Comment to a Card
Adds a new comment to a card.
Get Columns
Get all columns for specific workflow and board.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About Businessmap
BusinessMap is a powerful tool for visualizing and analyzing business data geographically. It helps companies to manage their resources and planning strategies effectively by mapping out critical business information on interactive maps.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Businessmap accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Businessmap as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Businessmap. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Businessmap, and a separate workflow where Businessmap triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Businessmap. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Businessmap integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
