Connect Winston AI and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Winston AI
Choose an Action
Automatically do this!
Create Lead
Ready to use Winston AI and ClearCRM automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contract
Retrieve contracts added in Clear CRM during a specified recent time window and return matching records with a standardized UTC timestamp.
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.
New Lead
Retrieve leads added to Clear CRM during the configured time window and return each lead with its added time converted to UTC (ISO format).
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 Winston AI integrations.
Detect AI Content
Detect's if AI is being used in text.
Detect Plagiarism
Detect's if Plagiarism is being used in text.
Detect AI Image
AI-generated image detection by verifying image metadata and using a machine learning system trained to differentiate between human and AI-generated images
Text Comapre
Compare two texts to find similarities and differences between them.
Create Lead
Create a new lead in Clear CRM using the provided contact, company, and status information.
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Frequently Asked Questions
To start, connect both your Winston AI and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Winston AI triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Winston AI 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 Winston AI 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 Winston AI 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 Winston AI
Winston AI is a cutting-edge platform that leverages artificial intelligence to provide advanced solutions for various business needs. It offers tools and services that enhance productivity, automate tasks, and provide insightful analytics to drive decision-making processes.
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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