Connect ClearCRM and Appcues
Integrate ClearCRM with Appcues to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Segment in Appcues when Get recent contracts from ClearCRM
Create Segment in Appcues when Get recent contracts from ClearCRM
Publish a Flow on Appcues when Get recent contracts from ClearCRM
Update a Group Profile in Appcues when Get recent contracts from ClearCRM
Update User Profile in Appcues when Get recent contracts from ClearCRM
Popular ClearCRM + Appcues 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
Appcues
Automatically do this!
Update Segment
Create Segment
Publish a Flow
Update a Group Profile
Update User Profile
Send User Event
List Flows
Find Segments
List Banners
Find Checklists
Publish Checklist
Publish Banners
Add/Remove User Segment
Publish/Unpublish Experience
Update Segment in Appcues when Get recent contracts from ClearCRM
Use this flowCreate Segment in Appcues when Get recent contracts from ClearCRM
Use this flowPublish a Flow on Appcues when Get recent contracts from ClearCRM
Use this flowUpdate a Group Profile in Appcues when Get recent contracts from ClearCRM
Use this flowUpdate User Profile in Appcues when Get recent contracts from ClearCRM
Use this flowSend User Event to Appcues when Get recent contracts from ClearCRM
Use this flowList Flows in Appcues when Get recent contracts from ClearCRM
Use this flowFind Segments in Appcues when Get recent contracts from ClearCRM
Use this flowList Banners from Appcues when Get recent contracts from ClearCRM
Use this flowFind Checklists in Appcues when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Appcues.
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.
Update Segment
Change the name and/or description of an existing segment using its segment ID.
Create Segment
Creates a new segment.
Publish a Flow
Publish the specified Appcues flow to make it live for the account.
Update a Group Profile
Updates the profile attributes for the selected group.
Update User Profile
Update a user's profile attributes.
Send User Event
Send a user event to Appcues to record a user action, attributes, group, and timestamp.
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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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.
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About Appcues
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Appcues 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 Appcues 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 Appcues. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Appcues, and a separate workflow where Appcues 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 Appcues. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Appcues integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
