Connect ClearCRM and 0codekit to Build Intelligent Automations
Choose a Trigger
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an Action
Automatically do this!
Add pages to PDF
Extract Structured Data From Text
Find Best Fuzzy Match
Redact Sensitive Data from PDF
Blur Image
Calculate BMI
Calculate Geographical Distance
Run Async Python Code
Check Content Policy
Check Rate Limit
Compare Two Strings
Compress PDF
Convert CSV To Array
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
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.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
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 ClearCRM integrations.
Add pages to PDF
Insert one or more pages into an existing PDF file.
Extract Structured Data From Text
Extract age, job title, company, and other custom fields from any text.
Find Best Fuzzy Match
Find closest matches for a query in a list using AI.
Redact Sensitive Data from PDF
Redact names, addresses, and other confidential data in a PDF and return a redacted file or URL.
Blur Image
Blur an image from a URL or image data and set blur strength.
Calculate BMI
Calculate a person's BMI, BMI classification, ideal body weight, daily calorie needs, and nutrient recommendations.
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Frequently Asked Questions
To start, connect both your ClearCRM and 0codekit accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in 0codekit (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in 0codekit. This includes choosing which data fields go into which fields of 0codekit, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and 0codekit 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 ClearCRM and 0codekit. 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 ClearCRM
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 0codekit
0codekit is a versatile platform designed to streamline the development process by providing a suite of tools for coding, debugging, and deployment. Ideal for developers seeking efficiency and precision in their projects.
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