Connect ClearCRM and Adalo to Build Intelligent Automations

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ClearCRM

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Adalo

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

New Payment

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 a lead

Create a lead

Create a new lead in Clear CRM using the contact and company details you provide.

Create Record

Create Record

Create a new Record in a chosen Adalo collection.

Update a Record

Update a Record

Update an existing item in your Adalo collection.

Delete a record

Delete a record

Remove a record from an Adalo collection.

Get items from a collection

Get items from a collection

Retrieve items from an Adalo collection.

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Frequently Asked Questions

How do I start an integration between ClearCRM and Adalo?

To start, connect both your ClearCRM and Adalo accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Adalo (or vice versa).

Can we customize how data from ClearCRM is recorded in Adalo?

Absolutely. You can customize how ClearCRM data is recorded in Adalo. This includes choosing which data fields go into which fields of Adalo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ClearCRM and Adalo?

The data sync between ClearCRM and Adalo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ClearCRM to Adalo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ClearCRM and Adalo?

Yes, you can set conditional logic to control the flow of data between ClearCRM and Adalo. 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.

ClearCRM

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.

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Adalo

About Adalo

Adalo is a powerful platform that enables users to create custom mobile and web applications without any coding knowledge. It offers a user-friendly interface and a variety of templates to help bring your app ideas to life quickly and efficiently.

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