Connect CheckFlow and ClearCRM
Integrate CheckFlow with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Checklist in CheckFlow when Get recent contracts from ClearCRM
Share Checklist from CheckFlow when Get recent contracts from ClearCRM
Find Checklists in CheckFlow when Get recent contracts from ClearCRM
Create Checklist in CheckFlow when New Customer in Clearcrm
Share Checklist from CheckFlow when New Customer in Clearcrm
Popular CheckFlow + ClearCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
CheckFlow
When this happens...
Task Is Completed
File Uploaded
Checklist Is Created
Choose an action
ClearCRM
Automatically do this!
- Request a new Action for ClearCRM
Create Checklist in CheckFlow when Get recent contracts from ClearCRM
Use this flowShare Checklist from CheckFlow when Get recent contracts from ClearCRM
Use this flowFind Checklists in CheckFlow when Get recent contracts from ClearCRM
Use this flowCreate Checklist in CheckFlow when New Customer in Clearcrm
Use this flowShare Checklist from CheckFlow when New Customer in Clearcrm
Use this flowFind Checklists in CheckFlow when New Customer in Clearcrm
Use this flowCreate Checklist in CheckFlow when New Estimate in Clearcrm
Use this flowShare Checklist from CheckFlow when New Estimate in Clearcrm
Use this flowFind Checklists in CheckFlow when New Estimate in Clearcrm
Use this flowCreate Checklist in CheckFlow when New Invoice in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between CheckFlow and ClearCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Task Is Completed
Runs when task is completed
File Uploaded
Triggers when a new file is uploaded within a task.
Checklist Is Created
Runs when checklist is created
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.
Do thisActions
Action is the task that follows automatically within your CheckFlow integrations.
Create Checklist
Create checklist from template
Share Checklist
Create shareable checklist URL
Find Checklists
Get checklists; create if none
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 CheckFlow
Checkflow is a powerful tool designed to streamline and automate your workflow processes. It helps teams manage tasks, track progress, and ensure that all steps in a process are completed efficiently. With Checkflow, you can create custom workflows, assign tasks, and monitor the status of each project in real-time, making it an essential tool for enhancing productivity and collaboration.
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 CheckFlow 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 CheckFlow 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 CheckFlow triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in CheckFlow. 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 CheckFlow and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CheckFlow 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.
