Connect ClearCRM and Powabase.ai
Integrate ClearCRM with Powabase.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create AI Agent in Powabase.ai when Get recent contracts from ClearCRM
Run Agent on Powabase.ai when Get recent contracts from ClearCRM
Find Agents in Powabase.ai when Get recent contracts from ClearCRM
Find Sessions in Powabase.ai when Get recent contracts from ClearCRM
List Knowledge Bases from Powabase.ai when Get recent contracts from ClearCRM
Popular ClearCRM + Powabase.ai 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
Powabase.ai
Automatically do this!
Create AI Agent
Run Agent
Find Agents
Find Sessions
List Knowledge Bases
Create AI Agent in Powabase.ai when Get recent contracts from ClearCRM
Use this flowRun Agent on Powabase.ai when Get recent contracts from ClearCRM
Use this flowFind Agents in Powabase.ai when Get recent contracts from ClearCRM
Use this flowFind Sessions in Powabase.ai when Get recent contracts from ClearCRM
Use this flowList Knowledge Bases from Powabase.ai when Get recent contracts from ClearCRM
Use this flowCreate AI Agent in Powabase.ai when New Customer in Clearcrm
Use this flowRun Agent on Powabase.ai when New Customer in Clearcrm
Use this flowFind Agents in Powabase.ai when New Customer in Clearcrm
Use this flowFind Sessions in Powabase.ai when New Customer in Clearcrm
Use this flowList Knowledge Bases from Powabase.ai when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Powabase.ai.
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 AI Agent
Create a new AI agent by providing a name, model, optional system prompt, and optional settings (for example, temperature).
Run Agent
Send a message to an agent to run its workflow and get a response. Optionally include a session ID, specify context (knowledge bases, context handlers, overrides, or inline items), and set advanced options like max context tokens, citations, temperature, and a custom JSON response format.
Find Agents
Retrieve agents (all or a specific agent by ID) and optionally filter by name or model.
Find Sessions
Retrieve a session by ID or list sessions for a specific agent.
List Knowledge Bases
List all knowledge bases or retrieve a specific knowledge base by ID.
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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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 Powabase.ai
Powabase is an all-in-one development platform for AI applications that unifies a Postgres-based BaaS (RLS, auth, object storage, realtime) with built-in RAG pipelines, an agent runtime with tools, and drag-and-drop workflows—accessible through a single REST API. It’s open source with self-hosting via Docker or Kubernetes and a managed cloud option, and you bring your own LLM keys for cost and compliance control.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Powabase.ai 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 Powabase.ai 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 Powabase.ai. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Powabase.ai, and a separate workflow where Powabase.ai 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 Powabase.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Powabase.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
