Connect Backlog and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Backlog
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
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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 Backlog integrations.
Get all Activities
Find all existing activities
Get Space Logo
Returns logo image of your space.
Get Space Notification
Returns space notification.
Get Space Disk Usage
Returns information about space disk usage.
Get all Projects
Find all existing projects
Get all Notifications
Find all existing notifications
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Frequently Asked Questions
To start, connect both your Backlog and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Backlog triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Backlog 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 Backlog 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 Backlog 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 Backlog
Backlog is a comprehensive project management and collaboration tool designed to help teams organize their work, track progress, and collaborate effectively. It offers features such as task management, bug tracking, version control, and Gantt charts to streamline project workflows.
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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