Connect Espo CRM and Manifestly Checklists
Integrate Espo CRM with Manifestly Checklists to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Run Workflow in Manifestly when New Lead in Espo CRM
Get Workflow Details from Manifestly Checklists when New Lead in Espo CRM
Add Workflow Step in Manifestly when New Lead in Espo CRM
Create or Update a Workflow in Manifestly Checklists when New Lead in Espo CRM
Update a Run in Manifestly when New Lead in Espo CRM
Popular Espo CRM + Manifestly Checklists 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
Manifestly Checklists
Automatically do this!
Create Run Workflow
Get Workflow Details
Add Workflow Step
Create or Update a Workflow
Update a Run
List Active Workflows
List Archived Workflows
List Runs
List Users
List Departments
Create Run Workflow in Manifestly when New Lead in Espo CRM
Use this flowGet Workflow Details from Manifestly Checklists when New Lead in Espo CRM
Use this flowAdd Workflow Step in Manifestly when New Lead in Espo CRM
Use this flowCreate or Update a Workflow in Manifestly Checklists when New Lead in Espo CRM
Use this flowUpdate a Run in Manifestly when New Lead in Espo CRM
Use this flowList Active Workflows in Manifestly when New Lead in Espo CRM
Use this flowList Archived Workflows in Manifestly when New Lead in Espo CRM
Use this flowList Runs from Manifestly Checklists when New Lead in Espo CRM
Use this flowList Users in Manifestly when New Lead in Espo CRM
Use this flowList Departments in Manifestly when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Manifestly Checklists.
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 Run
Triggers when a run is started.
Complete Step
Triggers when a workflow step is completed
Step Late
Triggers when the workflow step is late.
Run started
Triggers when the workflow is started.
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 Run Workflow
Creates a run of a workflow.
Get Workflow Details
List all the details of the workflow.
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 Manifestly Checklists
Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Manifestly Checklists 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 Manifestly Checklists 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 Manifestly Checklists. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Manifestly Checklists, and a separate workflow where Manifestly Checklists 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 Manifestly Checklists. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Manifestly Checklists integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
