Connect Espo CRM and Pinata
Integrate Espo CRM with Pinata to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Pinata 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
Pinata
Automatically do this!
Create Group
Search Groups
Update Group
Update Files
Search Files
Add File to group
Create Group in Pinata when New Lead in Espo CRM
Use this flowSearch Groups in Pinata when New Lead in Espo CRM
Use this flowUpdate Group in Pinata when New Lead in Espo CRM
Use this flowUpdate Files on Pinata when New Lead in Espo CRM
Use this flowSearch Files on Pinata when New Lead in Espo CRM
Use this flowAdd File to group in Pinata when New Lead in Espo CRM
Use this flowCreate Group in Pinata when Lead Status Updated in Espo CRM
Use this flowSearch Groups in Pinata when Lead Status Updated in Espo CRM
Use this flowUpdate Group in Pinata when Lead Status Updated in Espo CRM
Use this flowUpdate Files on Pinata when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Pinata.
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 Public File
Trigger When a New Public File is uploaded .
New Public Group
Triggers when a New Public Group created.
New Private File
Trigger When a New Private File is uploaded .
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.
Create Group
Creates a grpoup in your Pinata account.
Search Groups
Search groups based on Filter.
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.
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About Pinata
Pinata is a cloud-based platform that simplifies the process of uploading and managing files on the IPFS (InterPlanetary File System) network. It offers secure, decentralized storage solutions with seamless API integration, making it ideal for developers, content creators, and businesses managing large amounts of data.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Pinata 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 Pinata 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 Pinata. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Pinata, and a separate workflow where Pinata 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 Pinata. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Pinata integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
