Connect Espo CRM and BugHerd to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Project
Add Member
Add Guest
Update Project
Delete Project
Add Task to a Project
Find a Task
Update task
Create Column
Update Column
Add Comment
Add Attachment
List all Project
Find a Project
Ready to use Espo CRM and BugHerd 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
Comment Created
Trigger when a comment is created.
Task Created
Trigger when task is created.
Task Updated
Trigger when task is created or 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.
Create Project
Create a project in BugHerd.
Add Member
Add a member to a project.
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Frequently Asked Questions
To start, connect both your Espo CRM and BugHerd accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in BugHerd (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in BugHerd. This includes choosing which data fields go into which fields of BugHerd, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and BugHerd 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 BugHerd. 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 BugHerd
BugHerd is a simple yet powerful web-based bug tracking tool that acts like a sticky note on your website. It allows teams to easily manage feedback and track issues directly on web pages.
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