
When this happens...

Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Lead Is Created
Runs when Lead Status Updated
Action is the task that follows automatically within your Desklog.io integrations.
Creates a new task in Desklog.io.
Updates an existing task in Desklog.io.
Creates a Project.
Creates a Client.
Creates a Tag.
Update an existing tag.

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To start, connect both your Desklog.io and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Desklog.io triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Desklog.io 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.
The data sync between Desklog.io and Espo CRM 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 Desklog.io 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.
Desklog.io is a comprehensive project management and time tracking software designed to enhance productivity and streamline workflow processes. It offers features such as task management, employee monitoring, and automated timesheets, making it an ideal solution for businesses looking to optimize their project management and team collaboration efforts.
Learn MoreEspo 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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