Connect Espo CRM and Skyvern
Integrate Espo CRM with Skyvern to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Skyvern 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
Skyvern
Automatically do this!
Run a Workflow
Create and Run Task
Get a Task
Create Browser Session
Create Folder
Run a Workflow in Skyvern when New Lead in Espo CRM
Use this flowCreate and Run Task in Skyvern when New Lead in Espo CRM
Use this flowGet a Task from Skyvern when New Lead in Espo CRM
Use this flowCreate Browser Session with Skyvern when New Lead in Espo CRM
Use this flowCreate Folder in Skyvern when New Lead in Espo CRM
Use this flowRun a Workflow in Skyvern when Lead Status Updated in Espo CRM
Use this flowCreate and Run Task in Skyvern when Lead Status Updated in Espo CRM
Use this flowGet a Task from Skyvern when Lead Status Updated in Espo CRM
Use this flowCreate Browser Session with Skyvern when Lead Status Updated in Espo CRM
Use this flowCreate Folder in Skyvern when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Skyvern.
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.
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 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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Skyvern 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 Skyvern 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 Skyvern. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Skyvern, and a separate workflow where Skyvern 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 Skyvern. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Skyvern integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
