Integrate Espo CRM with Generatebanners to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Templates in Generatebanners when New Lead in Espo CRM
Create an Image in Generatebanners when New Lead in Espo CRM
Create a Set of Images in Generatebanners when New Lead in Espo CRM
Search Templates in Generatebanners when Lead Status Updated in Espo CRM
Create an Image in Generatebanners when Lead Status Updated in Espo CRM
Start from a real workflow other teams are already running.
Espo CRM
When this happens...
New Lead
Lead Status Updated
Generatebanners
Automatically do this!
Search Templates
Create an Image
Create a Set of Images
Search Templates in Generatebanners when New Lead in Espo CRM
Use this flowCreate an Image in Generatebanners when New Lead in Espo CRM
Use this flowCreate a Set of Images in Generatebanners when New Lead in Espo CRM
Use this flowSearch Templates in Generatebanners when Lead Status Updated in Espo CRM
Use this flowCreate an Image in Generatebanners when Lead Status Updated in Espo CRM
Use this flowCreate a Set of Images in Generatebanners when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when Templates Created in Generatebanners
Use this flowGet Lead from Espo CRM when Templates Created in Generatebanners
Use this flowUpdate Lead in Espo CRM when Templates Created in Generatebanners
Use this flowFind Leads by Text Filter in Espo CRM when Templates Created in Generatebanners
Use this flowEverything you can automate between Espo CRM and Generatebanners.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Lead Is Created
Runs when Lead Status Updated
Trigger when a new template is created.
Action is the task that follows automatically within your Espo CRM integrations.
Create a new lead using contact and address details.
Fetches Lead details by an ID.
Update lead details.
Find leads that match a text filter.
Search templates by name.
Create a new image.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreGeneratebanners is a platform that specializes in creating custom banners for various purposes, including marketing, events, and online promotions. It offers tools and templates to design visually appealing banners that can enhance brand visibility and engagement.
Learn moreSign up for a free viaSocket account, then authorize both your Espo CRM and Generatebanners 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 Generatebanners 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 Generatebanners. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Generatebanners, and a separate workflow where Generatebanners 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 Generatebanners. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Generatebanners integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.