Connect Espo CRM and urlbox to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Full Page Screenshots Using URL
Render HTML Screenshot
Ready to use Espo CRM and urlbox 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
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.
Full Page Screenshots Using URL
Capture an entire scrollable webpage from a URL and return the screenshot image.
Render HTML Screenshot
Generate a PNG, JPG, or PDF from provided HTML (with optional CSS), supporting viewport size, full-page capture, and high-resolution scaling.
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Frequently Asked Questions
To start, connect both your Espo CRM and urlbox accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in urlbox (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in urlbox. This includes choosing which data fields go into which fields of urlbox, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and urlbox 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 urlbox. 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 urlbox
Urlbox is a screenshot API that allows you to generate images from a URL or HTML
Learn More
