Connect ClearCRM and SIGNL4 to Build Intelligent Automations
Ready to use ClearCRM and SIGNL4 automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Create a lead
Create a new lead in Clear CRM using the contact and company details you provide.
Resolve Alert
Mark an alert as resolved
Send Alert
Send an alert to your team.
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Frequently Asked Questions
To start, connect both your ClearCRM and SIGNL4 accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in SIGNL4 (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in SIGNL4. This includes choosing which data fields go into which fields of SIGNL4, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and SIGNL4 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 SIGNL4. 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 ClearCRM
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 MoreAbout SIGNL4
SIGNL4 is a mobile alerting and incident response solution designed to ensure critical notifications are delivered to the right people at the right time. It streamlines the process of alerting and managing incidents, making it ideal for IT operations, industrial automation, and other mission-critical environments.
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