
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket

Automatically do this!
Restore a Doc
Create a Card
Archive an Invoice
Restore a Board
Archive an Embed
Archive a Conversation
Create a Comment
Restore a Milestone
Restore a Folder
Create a Doc
Create a Template
Update an Embed
Update a Client
Update a Conversation
Update a Board
Update a Note
Update a Message
Update a Template
Archive a Folder
Archive a Doc
Restore an Invoice
Create a Client
Create a Conversation
Create a Board
Archive a Board
Restore an Embed
Archive a Milestone
Create a Folder
Create a List
Create a Milestone
Update a Card
Toggle Card Completion
Update a Doc
Create an Embed
Update a Folder
Update a Comment
Update a Milestone
Update a List
Add Membership to Milestone
Updates an Embed Membership
Update a Folder Membership
Update a Board List
Update a Board Label
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When this happensTriggers
A trigger is an event that starts a workflow.
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get leads added in the configured time window and include each lead's added time in UTC.
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Action is the task that follows automatically within your ClearCRM integrations.
Create a new lead in Clear CRM using the contact and company details you provide.
Restores a doc from the archive.
Creates a new card.
Moves an invoice to the archive. Can be restored later.
Restores a board from the archive.
Moves an embed to archive. Can be restored later.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ClearCRM and Kitchen.co accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Kitchen.co (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Kitchen.co. This includes choosing which data fields go into which fields of Kitchen.co, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Kitchen.co 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 Kitchen.co. 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.
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 MoreKitchen.co is a platform designed to streamline and enhance the culinary experience, offering tools and resources for both professional chefs and home cooks. It provides a range of features including recipe management, meal planning, and kitchen inventory tracking, making it an essential tool for anyone passionate about cooking.
Learn More