Connect Clappia and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Submission Created Or Updated
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.
Submission Created Or Updated
Runs when submission is created or updated
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.
Do thisActions
Action is the task that follows automatically within your Clappia integrations.
Create Clappia submission
Create a new submission in a chosen Clappia app using the provided form data and requester email.
Update submission
Update an existing submission's form data.
Update submission status
Update a submission's status and optionally add comments.
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Frequently Asked Questions
To start, connect both your Clappia and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Clappia triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Clappia 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 Clappia 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 Clappia 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 Clappia
Clappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.
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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