Connect Espo CRM and Infinity
Integrate Espo CRM with Infinity to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Infinity 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
Infinity
Automatically do this!
Get a board
Find a folder
Get a member
File Upload
Create a New Comment
Create a New Folder
Search workspaces
Search Profile Data
Search Members
Delete Member
Delete View
Create Board
Create Attributes
Delete Attribute
Search Item
Get a board from Infinity when New Lead in Espo CRM
Use this flowFind a folder in Infinity when New Lead in Espo CRM
Use this flowGet a member from Infinity when New Lead in Espo CRM
Use this flowFile Upload in Infinity when New Lead in Espo CRM
Use this flowCreate a New Comment in Infinity when New Lead in Espo CRM
Use this flowCreate a New Folder in Infinity when New Lead in Espo CRM
Use this flowSearch workspaces in Infinity when New Lead in Espo CRM
Use this flowSearch Profile Data in Infinity when New Lead in Espo CRM
Use this flowSearch Members in Infinity when New Lead in Espo CRM
Use this flowDelete Member in Infinity when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Infinity.
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 Member
Triggers when a new member is invited in startinfinity.
New Attributes
Triggers when a new attributes is created.
New Item
Triggers when a new item 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.
Get a board
Gets a board in one of your workspaces.
Find a folder
Find a folder in one of your boards.
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 Infinity
Startinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Infinity 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 Infinity 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 Infinity. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Infinity, and a separate workflow where Infinity 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 Infinity. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Infinity integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
