Connect Espo CRM and Awork
Integrate Espo CRM with Awork to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Awork 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
Awork
Automatically do this!
Get Companies
Create Project
Search Projects
Create Project Type
Create Company
Create Task
Create New Project Role
Assign New User to the Task By Email
Add Member to A Project
Create New Comment on the Project
Create New Task List
Add Task to Task List
Changes the Project of the Task
Create New Type of Work
Create New Role
Create New Team
Add User to Team
Create Checklist Item for Task
Get Companies in Awork when New Lead in Espo CRM
Use this flowCreate Project in Awork when New Lead in Espo CRM
Use this flowSearch Projects in Awork when New Lead in Espo CRM
Use this flowCreate Project Type in Awork when New Lead in Espo CRM
Use this flowCreate Company in Awork when New Lead in Espo CRM
Use this flowCreate Task in Awork when New Lead in Espo CRM
Use this flowCreate New Project Role in Awork when New Lead in Espo CRM
Use this flowAssign New User to the Task By Email in Awork when New Lead in Espo CRM
Use this flowAdd Member to A Project in Awork when New Lead in Espo CRM
Use this flowCreate New Comment on the Project in Awork when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Awork.
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 Project
Triggers when a new project is created.
New Task
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
New Time Entry
Triggers when a new time entry is created.
Updated Time Entry
Triggers when a time entry is 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.
Get Companies
Get all existing companies.
Create Project
Creates a new project.
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.
Learn moreSimilar apps
About Awork
Awork is a comprehensive project management and collaboration tool designed to streamline workflows, enhance team productivity, and ensure seamless project execution. It offers features such as task management, time tracking, and team communication, making it an ideal solution for businesses of all sizes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Awork 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 Awork 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 Awork. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Awork, and a separate workflow where Awork 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 Awork. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Awork integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
