Connect Espo CRM and Klipfolio
Integrate Espo CRM with Klipfolio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add User to Group in Klipfolio when New Lead in Espo CRM
Delete User from Group in Klipfolio when New Lead in Espo CRM
Reset Password operation in Klipfolio when New Lead in Espo CRM
Resend Invitation in Klipfolio when New Lead in Espo CRM
Create/Update User Properties in Klipfolio when New Lead in Espo CRM
Popular Espo CRM + Klipfolio 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
Klipfolio
Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
Add User to Group in Klipfolio when New Lead in Espo CRM
Use this flowDelete User from Group in Klipfolio when New Lead in Espo CRM
Use this flowReset Password operation in Klipfolio when New Lead in Espo CRM
Use this flowResend Invitation in Klipfolio when New Lead in Espo CRM
Use this flowCreate/Update User Properties in Klipfolio when New Lead in Espo CRM
Use this flowDelete User Properties in Klipfolio when New Lead in Espo CRM
Use this flowAssign User to Role in Klipfolio when New Lead in Espo CRM
Use this flowRemove User from Role in Klipfolio when New Lead in Espo CRM
Use this flowDelete User Tab Instance in Klipfolio when New Lead in Espo CRM
Use this flowAdd a user to the role in Klipfolio when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Klipfolio.
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
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 User to Group
Add a specified user to one group at a time.
Delete User from Group
Delete a specified user from specified groups.
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 Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Klipfolio 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 Klipfolio 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 Klipfolio. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Klipfolio, and a separate workflow where Klipfolio 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 Klipfolio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Klipfolio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
