Connect Espo CRM and Clockify
Integrate Espo CRM with Clockify to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Clockify 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
Clockify
Automatically do this!
Find Project
Update a Client
Delete a Client
Create Client
Find Client
Find Task
Create a Project
Create a Task
Find Tag
Create a Tag
Find Time Entry
Create a Time Entry
Find Running Timer
Find Project in Clockify when New Lead in Espo CRM
Use this flowUpdate a Client in Clockify when New Lead in Espo CRM
Use this flowDelete a Client from Clockify when New Lead in Espo CRM
Use this flowCreate Client in Clockify when New Lead in Espo CRM
Use this flowFind Client in Clockify when New Lead in Espo CRM
Use this flowFind Task in Clockify when New Lead in Espo CRM
Use this flowCreate a Project in Clockify when New Lead in Espo CRM
Use this flowCreate a Task in Clockify when New Lead in Espo CRM
Use this flowFind Tag in Clockify when New Lead in Espo CRM
Use this flowCreate a Tag in Clockify when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Clockify.
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
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 Project
Find a Project in a workspace.
Update a Client
Update your Client here
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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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 Clockify
Clockify, a time tracking and timesheet application, enables project-based work hour tracking for unlimited users at no cost.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Clockify 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 Clockify 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 Clockify. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Clockify, and a separate workflow where Clockify 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 Clockify. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Clockify integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
