Connect ClearCRM and ATZ CRM
Integrate ClearCRM with ATZ CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in ATZ CRM when Get recent contracts from ClearCRM
Update Contact in ATZ CRM when Get recent contracts from ClearCRM
Create Organization in ATZ CRM when Get recent contracts from ClearCRM
Update Deal in ATZ CRM when Get recent contracts from ClearCRM
Create job opening in ATZ CRM when Get recent contracts from ClearCRM
Popular ClearCRM + ATZ CRM 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
ATZ CRM
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Create Contact in ATZ CRM when Get recent contracts from ClearCRM
Use this flowUpdate Contact in ATZ CRM when Get recent contracts from ClearCRM
Use this flowCreate Organization in ATZ CRM when Get recent contracts from ClearCRM
Use this flowUpdate Deal in ATZ CRM when Get recent contracts from ClearCRM
Use this flowCreate job opening in ATZ CRM when Get recent contracts from ClearCRM
Use this flowUpdate Organization in ATZ CRM when Get recent contracts from ClearCRM
Use this flowUpdate Job in ATZ CRM when Get recent contracts from ClearCRM
Use this flowCreate Contact in ATZ CRM when New Customer in Clearcrm
Use this flowUpdate Contact in ATZ CRM when New Customer in Clearcrm
Use this flowCreate Organization in ATZ CRM when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and ATZ CRM.
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 Candidate
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
Update candidate
Update a candidate's profile with new details such as name, contact, position, salary, languages, tags, custom fields, or resume.
Create Contact
Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.
Update Contact
Update a contact in ATZ CRM by providing the contact slug and any fields to change (name, email, phone, address, tags, owner, stage, description, etc.).
Create Organization
Create a new organization record in ATZ CRM with name, website, location, owner, tags, and other details.
Update Deal
Update an existing deal in ATZ CRM with new details such as name, close date, stage, amount, contacts, organization, owner, and tags.
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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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 ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and ATZ CRM 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 ATZ CRM 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 ATZ CRM. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in ATZ CRM, and a separate workflow where ATZ CRM 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 ATZ CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and ATZ CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
