Connect ClearCRM and Aero Workflow
Integrate ClearCRM with Aero Workflow to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get all Contacts in Aero-workflow when Get recent contracts from ClearCRM
Find Aero Type Names in Aero-workflow when Get recent contracts from ClearCRM
Find All Task Aero in Aero-workflow when Get recent contracts from ClearCRM
Find All Team Members in Aero-workflow when Get recent contracts from ClearCRM
Create Task in Aero Workflow when Get recent contracts from ClearCRM
Popular ClearCRM + Aero Workflow 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
Aero Workflow
Automatically do this!
Get all Contacts
Find Aero Type Names
Find All Task Aero
Find All Team Members
Create Task
Create Email Aero
Create Contact
Create Appointment
Create Company
Get all Companies
Get a Company
Get all Contacts in Aero-workflow when Get recent contracts from ClearCRM
Use this flowFind Aero Type Names in Aero-workflow when Get recent contracts from ClearCRM
Use this flowFind All Task Aero in Aero-workflow when Get recent contracts from ClearCRM
Use this flowFind All Team Members in Aero-workflow when Get recent contracts from ClearCRM
Use this flowCreate Task in Aero Workflow when Get recent contracts from ClearCRM
Use this flowCreate Email Aero in Aero Workflow when Get recent contracts from ClearCRM
Use this flowCreate Contact in Aero Workflow when Get recent contracts from ClearCRM
Use this flowCreate Appointment in Aero Workflow when Get recent contracts from ClearCRM
Use this flowCreate Company in Aero Workflow when Get recent contracts from ClearCRM
Use this flowGet all Companies from Aero Workflow when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Aero Workflow.
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.
Get all Contacts
Gets a list of all Contact Names.
Find Aero Type Names
Gets a list of Aero Type Names.
Find All Task Aero
Gets a list of Task Aeros.
Find All Team Members
Gets a list of Team Member Names.
Create Task
Creates a new Aero Task.
Create Email Aero
Creates a new Aero Email.
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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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 Aero Workflow
Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Aero Workflow 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 Aero Workflow 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 Aero Workflow. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Aero Workflow, and a separate workflow where Aero Workflow 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 Aero Workflow. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Aero Workflow integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
