Connect Clear Crm and Thankster 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!
Find or Create User
Create Card Project
Apply Image
Order Project
Create Quick Project
Ready to use Clear Crm and Thankster 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.
Find or Create User
Find or Create User By Email
Create Card Project
Creates a New Card
Apply Image
Apply Your Image in your Template
Order Project
Order Your Project
Create Quick Project
Create and send a Thankster card project using a selected template, sender and recipient details, and optional custom text and images.
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Frequently Asked Questions
To start, connect both your Clear Crm and Thankster accounts to viaSocket. Once connected, you can set up a workflow where an event in Clear Crm triggers actions in Thankster (or vice versa).
Absolutely. You can customize how Clear Crm data is recorded in Thankster. This includes choosing which data fields go into which fields of Thankster, setting up custom formats, and filtering out unwanted information.
The data sync between Clear Crm and Thankster 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 Thankster. 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 Thankster
Thankster is an online platform that allows users to create and send personalized thank you cards and notes. It offers a variety of templates and customization options to help users express gratitude in a meaningful way. The service is ideal for both personal and business use, making it easy to maintain relationships and show appreciation.
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