Connect AutoQuote3D and ClearCRM
Integrate AutoQuote3D with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Quotes in Autoquote3d when Get recent contracts from ClearCRM
Find Orders in Autoquote3d when Get recent contracts from ClearCRM
Get Store Analytics in Autoquote3d when Get recent contracts from ClearCRM
Find Quotes in Autoquote3d when New Customer in Clearcrm
Find Orders in Autoquote3d when New Customer in Clearcrm
Popular AutoQuote3D + ClearCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
AutoQuote3D
When this happens...
New Quote
New Order
Choose an action
ClearCRM
Automatically do this!
- Request a new Action for ClearCRM
Find Quotes in Autoquote3d when Get recent contracts from ClearCRM
Use this flowFind Orders in Autoquote3d when Get recent contracts from ClearCRM
Use this flowGet Store Analytics in Autoquote3d when Get recent contracts from ClearCRM
Use this flowFind Quotes in Autoquote3d when New Customer in Clearcrm
Use this flowFind Orders in Autoquote3d when New Customer in Clearcrm
Use this flowGet Store Analytics in Autoquote3d when New Customer in Clearcrm
Use this flowFind Quotes in Autoquote3d when New Estimate in Clearcrm
Use this flowFind Orders in Autoquote3d when New Estimate in Clearcrm
Use this flowGet Store Analytics in Autoquote3d when New Estimate in Clearcrm
Use this flowFind Quotes in Autoquote3d when New Invoice in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between AutoQuote3D and ClearCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Quote
Runs when a new quote is created in your Business.
New Order
Runs when a new order is placed, optionally only for chosen statuses.
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.
Do thisActions
Action is the task that follows automatically within your AutoQuote3D integrations.
Find Quotes
List quotes in a date range, or get one quote with its parts by ID.
Find Orders
List paid orders by status and date range, or get one order by ID.
Get Store Analytics
Get revenue, quote, order and material metrics for a date range.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About AutoQuote3D
Instant quoting and order management software for 3D print shops: automate quotes, paid orders, fulfillment tracking and analytics.
Learn moreSimilar apps
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your AutoQuote3D and ClearCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between AutoQuote3D and ClearCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClearCRM. No coding required.
Yes. You can set up a workflow where AutoQuote3D triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in AutoQuote3D. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between AutoQuote3D and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire AutoQuote3D and ClearCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
