
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket

Automatically do this!
Create a Contact
Find a Contact
Check for Text Replies
Update a Contact
Add a Contact to Sales Dialer Campaign
Delete a Contact From Sales Dialer Campaign
Find a Contact in Sales Dialer
Get all Campaigns
Send a Multimedia Text Message
Send Text Message
Get all Threads
Search Threads
List All Webhooks
Search Campaign
Search User
Search Campaign Contacts
Create Campaign
Search Calls Details
Create an Appointment
List all templates
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When this happensTriggers
A trigger is an event that starts a workflow.
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get leads added in the configured time window and include each lead's added time in UTC.
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Action is the task that follows automatically within your ClearCRM integrations.
Create a new lead in Clear CRM using the contact and company details you provide.
Create a new Contact.
Find a Contact by contact id, phone or email
Check weather you have received a reply from a number.
Update a contact in JustCall.
Add a contact to an existing Sales Dialer Campaign.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ClearCRM and JustCall accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in JustCall (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in JustCall. This includes choosing which data fields go into which fields of JustCall, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and JustCall 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 ClearCRM and JustCall. 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.
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn MoreJustCall is a cloud-based phone system designed for businesses to manage customer communication through features like call forwarding, SMS, and IVR. It integrates with various CRM platforms, supporting remote teams and enhancing productivity.
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