Connect actiTIME and Espo CRM to Build Intelligent Automations

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actiTIME

When this happens...

Choose an Action

Espo CRM

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Enable Integrations or automations with these events of actiTIME and Espo CRM

Enable Integrations or automations with these events of actiTIME and Espo CRM

Triggers

Task Created

Task Created

Triggers when a new task created.

Task Updated

Task Updated

Triggers when an existing task updated.

Task Deleted

Task Deleted

Triggers when an existing task deleted.

Project Created

Project Created

Triggers when a new project created.

Project Updated

Project Updated

Triggers when an existing poject update.

Project Deleted

Project Deleted

Triggers when an existing poject delete.

Actions

Create Task

Create Task

Create a new task in actiTIME for a selected project, with optional description, deadline, estimate, and type of work.

Create Project

Create Project

Creates a new project in actiTIME for a selected customer, with an optional description.

Create Customer

Create Customer

Create a new customer in actiTIME using the provided name and optional description.

Modify Time-Track

Modify Time-Track

Replace a user's tracked time for a specific task on a given date and optionally save a comment.

Find Customer

Find Customer

Search customers by name. Returns all customers if no name is provided; returns a message when no match is found.

Find Project

Find Project

Returns projects for a selected customer and optionally filters results by project name.

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Frequently Asked Questions

How do I start an integration between actiTIME and Espo CRM?

To start, connect both your actiTIME and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in actiTIME triggers actions in Espo CRM (or vice versa).

Can we customize how data from actiTIME is recorded in Espo CRM?

Absolutely. You can customize how actiTIME data is recorded in Espo CRM. This includes choosing which data fields go into which fields of Espo CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between actiTIME and Espo CRM?

The data sync between actiTIME and Espo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from actiTIME to Espo CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between actiTIME and Espo CRM?

Yes, you can set conditional logic to control the flow of data between actiTIME and Espo CRM. 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.

actiTIME

About actiTIME

Actitime is a comprehensive time tracking and project management tool designed to help businesses streamline their workflow and improve productivity. It offers features like task management, time tracking, and reporting to ensure efficient project execution.

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Espo CRM

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 More