Connect Espo CRM and Timesheet to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create a Task
Create a Team
Create a Rate
Create a Tag
Create a Project
Update a Project
Update a Tag
Update a Team
Update a Rate
Remove a Task
Remove a Project
Remove a Tag
Remove a Team
Remove a Rate
Ready to use Espo CRM and Timesheet 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
New Project
Triggers when a new project is created.
New Task
Triggers when a new task is created.
New Team
Triggers when a new team is created.
New Rate
Triggers when a new rate 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.
Create a Task
Creates a new task.
Create a Team
Creates a new team.
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Frequently Asked Questions
To start, connect both your Espo CRM and Timesheet accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Timesheet (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Timesheet. This includes choosing which data fields go into which fields of Timesheet, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Timesheet 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 Timesheet. 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 Timesheet
Timesheet.io offers a simple time tracking solution for teams, allowing for easy logging of work hours, project management, and analytics.
Learn More
