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IntegrationsClear CrmSummary: Enhance Your Workflow Today
Clear Crm + Summary: Enhance Your Workflow Today

Connect Clear Crm and Summary: Enhance Your Workflow Today to Build Intelligent Automations

Choose a Trigger

Clear Crm

When this happens...

Choose an Action

Summary: Enhance Your Workflow Today

Automatically do this!

Enable Integrations or automations with these events of Clear Crm and Summary: Enhance Your Workflow Today

Enable Integrations or automations with these events of Clear Crm and Summary: Enhance Your Workflow Today

Triggers

New Contract

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

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

New Lead

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

New Payment

Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

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Frequently Asked Questions

How do I start an integration between Clear Crm and Summary: Enhance Your Workflow Today?

To start, connect both your Clear Crm and Summary: Enhance Your Workflow Today accounts to viaSocket. Once connected, you can set up a workflow where an event in Clear Crm triggers actions in Summary: Enhance Your Workflow Today (or vice versa).

Can we customize how data from Clear Crm is recorded in Summary: Enhance Your Workflow Today?

Absolutely. You can customize how Clear Crm data is recorded in Summary: Enhance Your Workflow Today. This includes choosing which data fields go into which fields of Summary: Enhance Your Workflow Today, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Clear Crm and Summary: Enhance Your Workflow Today?

The data sync between Clear Crm and Summary: Enhance Your Workflow Today typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clear Crm to Summary: Enhance Your Workflow Today?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clear Crm and Summary: Enhance Your Workflow Today?

Yes, you can set conditional logic to control the flow of data between Clear Crm and Summary: Enhance Your Workflow Today. 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

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.

CRM (Customer Relationship Management)Sales & CRM
Learn More
Summary: Enhance Your Workflow Today

About Summary: Enhance Your Workflow Today

Learn More

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