Connect Espo CRM and Wrike to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Folder
Create Comment
Create Time Entry
Create Task
List Spaces
List Contacts
List Groups
List Workflows
List Custom Fields
List Folders
List Tasks
List Comments
List Timelogs
Timelog categories
List Approvals
Work Schedules
Custom Item Types
Ready to use Espo CRM and Wrike 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 Folder
Triggered when a new folder is created.
New Subfolder
Trigger when a subfolder created.
New Comment
Trigger when new comment this created
New Task
Trigger when new task 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 Folder
Create a new folder
Create Comment
Creates a new comment
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Frequently Asked Questions
To start, connect both your Espo CRM and Wrike accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Wrike (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Wrike. This includes choosing which data fields go into which fields of Wrike, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Wrike 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 Wrike. 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 Wrike
Wrike is a versatile project management and collaboration platform designed to streamline workflows, enhance team productivity, and facilitate seamless communication. It offers a range of tools for task management, time tracking, and project planning, making it ideal for teams of all sizes.
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