Connect ClearCRM and 2Chat
Integrate ClearCRM with 2Chat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ClearCRM + 2Chat flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
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
2Chat
Automatically do this!
Create Contact
Create WhatsApp Channel
List All Contacts
List WhatsApp Numbers
Get WhatsApp Messages
Check Phone Number on WhatsApp
Get WhatsApp Groups
Set WhatsApp About
Set WhatsApp Profile Picture
Send WhatsApp Message
Send WhatsApp Group Message
Add WhatsApp Business Product
Check Phone Number On WhatsApp
Create WhatsApp Group
Add Participants to a WhatsApp Group
Remove Participant from WhatsApp Group
Update Contact
Delete Contact
Search Contacts
Get WhatsApp Messages by Phone Number
List Group Participants
Set WhatsApp Profile Picture in 2Chat when New Ticket in Clearcrm
Use this flowCreate Contact in 2Chat when New Ticket in Clearcrm
Use this flowList All Contacts from 2Chat when New Ticket in Clearcrm
Use this flowSend WhatsApp Group Message via 2Chat when New Ticket in Clearcrm
Use this flowCreate WhatsApp Group in 2Chat when New Ticket in Clearcrm
Use this flowCheck Phone Number On WhatsApp on WhatsApp via 2Chat when New Ticket in Clearcrm
Use this flowGet WhatsApp Groups from 2Chat when New Ticket in Clearcrm
Use this flowAdd WhatsApp Business Product to 2Chat when New Ticket in Clearcrm
Use this flowCreate WhatsApp Channel in 2Chat when New Ticket in Clearcrm
Use this flowSend WhatsApp Message via 2Chat when New Ticket in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and 2Chat.
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.
Create Contact
Creates a new contact with phone, WhatsApp, email, or address details (at least one required).
Create WhatsApp Channel
Create a new WhatsApp channel by providing phone number and friendly name.
List All Contacts
Retrieve all contacts, with optional page number and results per page.
List WhatsApp Numbers
Retrieve all WhatsApp numbers registered in your 2Chat account.
Get WhatsApp Messages
Retrieve WhatsApp messages for a selected WhatsApp number; optionally filter by contact and page.
Check Phone Number on WhatsApp
Checks whether a number is registered on WhatsApp using your sender number or optional extra information.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and 2Chat accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and 2Chat as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach 2Chat. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in 2Chat, and a separate workflow where 2Chat triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and 2Chat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and 2Chat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
