Connect Espo CRM and Skyvern to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Run a Workflow
Create and Run Task
Get a Task
Create Browser Session
Create Folder
Ready to use Espo CRM and Skyvern automations
Actions and Triggers
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 or Updated Skyvern Workflow
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
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.
Run a Workflow
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
Create and Run Task
Create and start a Skyvern task for a URL and prompt, then return the task ID, initial status, and task link.
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Frequently Asked Questions
To start, connect both your Espo CRM and Skyvern accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Skyvern (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Skyvern. This includes choosing which data fields go into which fields of Skyvern, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Skyvern typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Espo CRM and Skyvern. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Skyvern
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
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