Connect Clear Crm and Habitica to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contract
New Customer
New Estimate
New Invoice
New Lead
New Payment
New Project
New Proposal
New Ticket
Choose an Action
Automatically do this!
Create User Task
Update Task
Get User's Tags
Create Tag
Update Tag
Delete Tag
Create Party Group
Get Group Details
Update Group
Delete Task
Score a Task
Send Group Message
Ready to use Clear Crm and Habitica automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Lead
Retrieve leads added to Clear CRM during the configured time window and return each lead with its added time converted to UTC (ISO format).
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 Clear Crm integrations.
Create User Task
Create a new task belonging to the user
Update Task
Update the details of an existing task by its ID.
Get User's Tags
Get all tags associated with the user.
Create Tag
Creates a new tag.
Update Tag
Update the details of an existing tag by its ID.
Delete Tag
Deletes a tag from the user's Habitica account using the tag ID.
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Frequently Asked Questions
To start, connect both your Clear Crm and Habitica accounts to viaSocket. Once connected, you can set up a workflow where an event in Clear Crm triggers actions in Habitica (or vice versa).
Absolutely. You can customize how Clear Crm data is recorded in Habitica. This includes choosing which data fields go into which fields of Habitica, setting up custom formats, and filtering out unwanted information.
The data sync between Clear Crm and Habitica 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 Habitica. 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 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.
Learn MoreAbout Habitica
Habitica is a unique productivity app that turns your daily tasks and goals into a role-playing game. By gamifying your to-do list, Habitica helps you stay motivated and organized, rewarding you with experience points and in-game rewards as you complete tasks. It's an engaging way to build habits and achieve personal and professional goals.
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