Connect Espo CRM and ClickUp
Integrate Espo CRM with ClickUp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Espo CRM when When a new task is created in ClickUp
Get Lead from Espo CRM when When a new task is created in ClickUp
Update Lead in Espo CRM when When a new task is created in ClickUp
Find Leads by Text Filter in Espo CRM when When a new task is created in ClickUp
Create Lead in Espo CRM when When a task is updated in ClickUp
Popular Espo CRM + ClickUp 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
ClickUp
Automatically do this!
Find Lists in Space
List Workspaces
List Spaces
List Tasks
List Folders
Create Task
Get User Profile
Create List
Update Task
Update a List
Add Checklist to Task
Get Task
Add Time Entry
Archive or Delete Task
Update Custom Field Value
Find Custom Fields
Add Comment to Task
Create Subtask
Create Lead in Espo CRM when When a new task is created in ClickUp
Use this flowGet Lead from Espo CRM when When a new task is created in ClickUp
Use this flowUpdate Lead in Espo CRM when When a new task is created in ClickUp
Use this flowFind Leads by Text Filter in Espo CRM when When a new task is created in ClickUp
Use this flowCreate Lead in Espo CRM when When a task is updated in ClickUp
Use this flowGet Lead from Espo CRM when When a task is updated in ClickUp
Use this flowUpdate Lead in Espo CRM when When a task is updated in ClickUp
Use this flowFind Leads by Text Filter in Espo CRM when When a task is updated in ClickUp
Use this flowFind Lists in Space in ClickUp when New Lead in Espo CRM
Use this flowList Workspaces from ClickUp when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and ClickUp.
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
When a new task is created
Runs the workflow automatically whenever a new task is created.
When a task is updated
Runs the workflow automatically whenever any task 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.
Find Lists in Space
Retrieve all lists in a space, including lists inside folders and those without a folder.
List Workspaces
List the teams (workspaces) accessible to the connected account.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
4 Ways to Automate ClickUp with viaSocket
Discover how viaSocket connects ClickUp to your tools to automate task creation, send instant notifications, and organize files. Streamline workflows, reduce manual data entry, and boost team efficiency.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Espo CRM and ClickUp free
No credit card required. Set up your first workflow in minutes.
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 ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and ClickUp 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 ClickUp 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 ClickUp. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in ClickUp, and a separate workflow where ClickUp 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 ClickUp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and ClickUp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
