Connect Bolna and ClearCRM
Integrate Bolna with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Make a Phone Call using Bolna when Get recent contracts from ClearCRM
List Voice AI Agents from Bolna when Get recent contracts from ClearCRM
List Phone Numbers from Bolna when Get recent contracts from ClearCRM
List Knowledgebases from Bolna when Get recent contracts from ClearCRM
List Providers from Bolna when Get recent contracts from ClearCRM
Popular Bolna + ClearCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Bolna
When this happens...
- Request a new Trigger for Bolna
Choose an action
ClearCRM
Automatically do this!
- Request a new Action for ClearCRM
Make a Phone Call using Bolna when Get recent contracts from ClearCRM
Use this flowList Voice AI Agents from Bolna when Get recent contracts from ClearCRM
Use this flowList Phone Numbers from Bolna when Get recent contracts from ClearCRM
Use this flowList Knowledgebases from Bolna when Get recent contracts from ClearCRM
Use this flowList Providers from Bolna when Get recent contracts from ClearCRM
Use this flowList Voices from Bolna when Get recent contracts from ClearCRM
Use this flowMake a Phone Call using Bolna when New Customer in Clearcrm
Use this flowList Voice AI Agents from Bolna when New Customer in Clearcrm
Use this flowList Phone Numbers from Bolna when New Customer in Clearcrm
Use this flowList Knowledgebases from Bolna when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Bolna and ClearCRM.
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 Bolna integrations.
Make a Phone Call
Create outbound calls.
Get All Excecutions
Get all agent executions and their details.
List Voice AI Agents
Get a list of all Voice AI agents under your account.
List Phone Numbers
Get a list of all phone numbers associated with your account.
List Knowledgebases
Get a list of all knowledgebases associated with your account.
List Providers
Get a list of all providers associated with your Bolna account.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Bolna
Bolna is an innovative AI-powered platform designed to enhance communication and interaction through advanced natural language processing capabilities. It offers tools and solutions for seamless and efficient communication, making it ideal for businesses and individuals looking to improve their conversational experiences.
Learn more
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 Bolna 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 Bolna 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 Bolna triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in Bolna. 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 Bolna and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bolna 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.
