Connect Runn and Espo CRM
Integrate Runn with Espo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Runn + Espo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Runn
When this happens...
- Request a new Trigger for Runn
Choose an action
Espo CRM
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Create project in Runn when New Lead in Espo CRM
Use this flowCreate client in Runn when New Lead in Espo CRM
Use this flowCreate Person in Runn when New Lead in Espo CRM
Use this flowCreate role in Runn when New Lead in Espo CRM
Use this flowCreate skill in Runn when New Lead in Espo CRM
Use this flowAssign person to project in Runn when New Lead in Espo CRM
Use this flowFind project in Runn when New Lead in Espo CRM
Use this flowFind a client in Runn when New Lead in Espo CRM
Use this flowFind role in Runn when New Lead in Espo CRM
Use this flowFind Person in Runn when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Runn and Espo CRM.
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
Do thisActions
Action is the task that follows automatically within your Runn integrations.
Create project
Create a new Runn project for the chosen client, with optional budget, team, and rate settings.
Create client
Create a new client in Runn using a name and optional website.
Create Person
Add a person to Runn so they can be assigned a role, team, and schedule.
Create role
Create a new role in Runn to assign to people and projects.
Create skill
Add a new skill to Runn so you can assign and track expertise.
Assign person to project
Add a person to a project for selected dates with daily time, role, and billable status.
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 Runn
Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Runn and Espo CRM 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 Runn and Espo CRM 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 Espo CRM. No coding required.
Yes. You can set up a workflow where Runn triggers actions in Espo CRM, and a separate workflow where Espo CRM triggers actions in Runn. 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 Runn and Espo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Runn and Espo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
