Connect Espo CRM and TimelinesAI
Integrate Espo CRM with TimelinesAI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Message to New Chat via TimelinesAI when New Lead in Espo CRM
Send Uploaded File to Existing Chat in TimelinesAI when New Lead in Espo CRM
Send Message to Existing Chat via TimelinesAI when New Lead in Espo CRM
Find Whatsapp Account using TimelinesAI when New Lead in Espo CRM
Close Chat in TimelinesAI when New Lead in Espo CRM
Popular Espo CRM + TimelinesAI 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
TimelinesAI
Automatically do this!
Send Message to New Chat
Send Uploaded File to Existing Chat
Send Message to Existing Chat
Find Whatsapp Account
Close Chat
Find Uploaded File
Send Message to New Chat via TimelinesAI when New Lead in Espo CRM
Use this flowSend Uploaded File to Existing Chat in TimelinesAI when New Lead in Espo CRM
Use this flowSend Message to Existing Chat via TimelinesAI when New Lead in Espo CRM
Use this flowFind Whatsapp Account using TimelinesAI when New Lead in Espo CRM
Use this flowClose Chat in TimelinesAI when New Lead in Espo CRM
Use this flowFind Uploaded File in Timelinesai when New Lead in Espo CRM
Use this flowSend Message to New Chat via TimelinesAI when Lead Status Updated in Espo CRM
Use this flowSend Uploaded File to Existing Chat in TimelinesAI when Lead Status Updated in Espo CRM
Use this flowSend Message to Existing Chat via TimelinesAI when Lead Status Updated in Espo CRM
Use this flowFind Whatsapp Account using TimelinesAI when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and TimelinesAI.
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 Uploaded File
Triggers when new uploaded_file is created.
New Whatsapp Account
Triggers when new whatsapp_accounts is created.
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.
Send Message to New Chat
Sends a message to a new chat.
Send Uploaded File to Existing Chat
Sends an uploaded file to an existing chat.
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 TimelinesAI
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and TimelinesAI 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 TimelinesAI 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 TimelinesAI. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in TimelinesAI, and a separate workflow where TimelinesAI 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 TimelinesAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and TimelinesAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
