Connect Capgo and Clear Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Organizaition
New App
Choose an Action
Automatically do this!
- Request a new Action for Clear Crm
Ready to use Capgo and Clear Crm automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Organizaition
Triggers when a new organization is created.
New App
Triggers when a new app is created.
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.
Do thisActions
Action is the task that follows automatically within your Capgo integrations.
Update an Organization
Update an existing organization.
Create an Organization
Create a new organization.
Delete an Organization
Delete an existing organization.
Get All Members
Get all members of an organization.
Get Statistics
Get statistics for a specific organization.
Create a channel
Create a channel configuration.
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Frequently Asked Questions
To start, connect both your Capgo and Clear Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Capgo triggers actions in Clear Crm (or vice versa).
Absolutely. You can customize how Capgo data is recorded in Clear Crm. This includes choosing which data fields go into which fields of Clear Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Capgo and Clear Crm 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 Capgo and Clear Crm. 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 Capgo
Capgo is a cutting-edge platform designed to enhance the capabilities of mobile app developers by providing real-time updates and seamless deployment solutions. It streamlines the process of managing and updating mobile applications, ensuring that users always have access to the latest features and improvements without the need for traditional app store updates.
Learn MoreAbout Clear Crm
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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