Connect Clear Crm and Timelink 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!
List All Projects
List All Clients
Create Client
Get Client
Update Client
Delete Client
Create Project
Get a Project
Delete Project
Update Project
List Services
Create Service
Get a Service
Delete Service
Update Service
Create User
List Users
Get a User
Delete User
Update User
Create Time Entry
Update Time Entry
List Time Entry
Get a Time Entry
Delete Time Entry
Ready to use Clear Crm and Timelink 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.
List All Projects
Get all the projects.
List All Clients
Get all the clients.
Create Client
Create a new client.
Get Client
Get the details of a specific client.
Update Client
Update the details of client.
Delete Client
Delete a specific client.
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Frequently Asked Questions
To start, connect both your Clear Crm and Timelink accounts to viaSocket. Once connected, you can set up a workflow where an event in Clear Crm triggers actions in Timelink (or vice versa).
Absolutely. You can customize how Clear Crm data is recorded in Timelink. This includes choosing which data fields go into which fields of Timelink, setting up custom formats, and filtering out unwanted information.
The data sync between Clear Crm and Timelink 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 Timelink. 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 Timelink
Timelink is a comprehensive time tracking and management tool designed to help individuals and teams efficiently manage their time and tasks. With features like time logging, project tracking, and detailed reporting, Timelink ensures that users can optimize their productivity and meet deadlines effectively.
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