Integrations Amazing Marvin ClearCRM
Amazing Marvin + ClearCRM

Connect Amazing Marvin and ClearCRM to Build Intelligent Automations

Choose a Trigger

Amazing Marvin

When this happens...

Choose an Action

ClearCRM

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Ready to use Amazing Marvin and ClearCRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

New Payment

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 Amazing Marvin integrations.

Create Task

Create Task

Creates a new task.

Delete one or more reminders hold

Delete one or more reminders hold

Deletes the chosen reminders .

Create Project

Create Project

Creates a new project.

Set reminder

Set reminder

Set a reminder

Start/Stop time tracking

Start/Stop time tracking

Start or Stop time tracking of a task by ID.

Create a lead

Create a lead

Create a new lead in Clear CRM using the contact and company details you provide.

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Frequently Asked Questions

How do I start an integration between Amazing Marvin and ClearCRM?

To start, connect both your Amazing Marvin and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Amazing Marvin triggers actions in ClearCRM (or vice versa).

Can we customize how data from Amazing Marvin is recorded in ClearCRM?

Absolutely. You can customize how Amazing Marvin 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.

How often does the data sync between Amazing Marvin and ClearCRM?

The data sync between Amazing Marvin and ClearCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Amazing Marvin to ClearCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Amazing Marvin and ClearCRM?

Yes, you can set conditional logic to control the flow of data between Amazing Marvin 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.

Amazing Marvin

About Amazing Marvin

Amazing Marvin is a customizable task manager and daily planner app designed to help users beat procrastination, feel more in control and finish their to-do list. It combines principles from behavioral psychology with a playful design to make your work more productive and fun.

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ClearCRM

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.

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