
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!
Create Session
Terminate Session
Create New Browser Window
Load URL
Click an Element
Get Browser Window Info
Smart Scrape
Take Screenshot
Page Query
List Sessions
List Automations
List Files
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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.
Creates an Airtop browser session.
Terminate a session
Creates a new browser window inside a session. Can load a URL when created.
Loads a URL on an existing window.
Executes a click on an element given a description

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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 Airtop accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Airtop (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Airtop. This includes choosing which data fields go into which fields of Airtop, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Airtop 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 Airtop. 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 MoreAirtop is an innovative AI-powered platform designed to enhance productivity and streamline workflows. By leveraging advanced artificial intelligence technologies, Airtop offers tools and solutions that cater to various business needs, enabling users to automate tasks, analyze data, and improve decision-making processes.
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