Connect V7 Go and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for V7 Go
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
Ready to use V7 Go and ClearCRM automations
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 V7 Go integrations.
Create Project
Creates a new project.
Create a New Session
Create a new session
Delete Project
Delete a project.
Update Project
Update a project .
Create an export
Creates a new export
Delete an Export
Deletes an export
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Frequently Asked Questions
To start, connect both your V7 Go and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in V7 Go triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how V7 Go data is recorded in ClearCRM. This includes choosing which data fields go into which fields of ClearCRM, setting up custom formats, and filtering out unwanted information.
The data sync between V7 Go and ClearCRM 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 V7 Go and ClearCRM. 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 V7 Go
V7 Go is a cutting-edge platform designed for AI-driven image and video annotation, streamlining the process of training machine learning models. It offers advanced tools for data labeling, management, and collaboration, making it an essential resource for developers and data scientists working on computer vision projects.
Learn MoreAbout 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.
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