
When this happens...
New Contract
New Customer
New Estimate
New Invoice
New Lead
New Payment
New Project
New Proposal
New Ticket
Automatically do this!
Enable Integrations or automations with these events of Clear Crm and Gravit Designer
Retrieve contracts added in Clear CRM during a specified recent time window and return matching records with a standardized UTC timestamp.
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Retrieve leads added to Clear CRM during the configured time window and return each lead with its added time converted to UTC (ISO format).
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Clear Crm and Gravit Designer accounts to viaSocket. Once connected, you can set up a workflow where an event in Clear Crm triggers actions in Gravit Designer (or vice versa).
Absolutely. You can customize how Clear Crm data is recorded in Gravit Designer. This includes choosing which data fields go into which fields of Gravit Designer, setting up custom formats, and filtering out unwanted information.
The data sync between Clear Crm and Gravit Designer 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 Clear Crm and Gravit Designer. 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.
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 MoreGravit Designer is a powerful, cross-platform vector graphic design application for creatives, designers, and professionals. Create illustrations, logos, web graphics, and UI/UX designs with a full-featured toolkit, intuitive interface, and seamless cloud integration. Gravit Designer combines precision, flexibility, and speed to make professional design accessible anywhere.
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