Connect ClearCRM and Agent AI
Integrate ClearCRM with Agent AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
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Web Page Screenshot in Agentai when Get recent contracts from ClearCRM
YouTube Video Transcript in Agentai when Get recent contracts from ClearCRM
YouTube Channel Data in Agentai when Get recent contracts from ClearCRM
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Popular ClearCRM + Agent 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
Agent AI
Automatically do this!
Web Page Content
Web Page Screenshot
YouTube Video Transcript
YouTube Channel Data
Get Company Earnings Info
Get Company Financial Profile
Get Domain Information
Google News Data
YouTube Search Results
Search Results
Get Recent Tweets
Get LinkedIn Profile
Find LinkedIn Profile
Get LinkedIn Activity
Enrich Company Data
Get Bluesky Posts
Search Bluesky Posts
Get Instagram Profile
Get Instagram Followers
Convert text to speech
Use GenAI [LLM]
Generate Image
Convert file
Web Page Content in Agentai when Get recent contracts from ClearCRM
Use this flowWeb Page Screenshot in Agentai when Get recent contracts from ClearCRM
Use this flowYouTube Video Transcript in Agentai when Get recent contracts from ClearCRM
Use this flowYouTube Channel Data in Agentai when Get recent contracts from ClearCRM
Use this flowGet Company Earnings Info in Agentai when Get recent contracts from ClearCRM
Use this flowGet Company Financial Profile in Agentai when Get recent contracts from ClearCRM
Use this flowGet Domain Information in Agentai when Get recent contracts from ClearCRM
Use this flowGoogle News Data in Agentai when Get recent contracts from ClearCRM
Use this flowYouTube Search Results in Agentai when Get recent contracts from ClearCRM
Use this flowSearch Results in Agentai when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Agent 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.
Web Page Content
Extract text content from a specified web page or domain.
Web Page Screenshot
Capture a visual screenshot of a specified web page for documentation or analysis.
YouTube Video Transcript
Fetches the transcript of a YouTube video using the video URL.
YouTube Channel Data
Retrieve detailed information about a YouTube channel, including its videos and statistics.
Get Company Earnings Info
Retrieve company earnings information for a given stock symbol over time.
Get Company Financial Profile
Retrieve detailed financial and company profile information for a given stock symbol, such as market cap and the last known stock price for any company.
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 Agent AI
Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Agent 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 Agent 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 Agent AI. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Agent AI, and a separate workflow where Agent 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 Agent AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Agent AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
