Connect Espo CRM and Weekdone to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Objective
Update Objective
Get All Items
Create New Item
List Objectives
Update Item
List Report
List Teams
List Users
List Types
List Tags
List Company
Ready to use Espo CRM and Weekdone 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 Objective
Triggers when a new objective is created in Weekdone.
New Item
Trigger when new item 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 Objective
Creates a new objective in Weekdone.
Update Objective
Updates an existing objective in Weekdone.
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Frequently Asked Questions
To start, connect both your Espo CRM and Weekdone accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Weekdone (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Weekdone. This includes choosing which data fields go into which fields of Weekdone, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Weekdone 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 Weekdone. 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 Weekdone
Weekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.
Learn More
