Connect ClearCRM and Arihant PLUS
Integrate ClearCRM with Arihant PLUS to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
View Order Trail in Arihant PLUS when Get recent contracts from ClearCRM
View Demat Holdings in Arihant PLUS when Get recent contracts from ClearCRM
Get Account Funds from Arihant PLUS when Get recent contracts from ClearCRM
Place Order on Arihant PLUS when Get recent contracts from ClearCRM
Find Orders in Arihant PLUS when Get recent contracts from ClearCRM
Popular ClearCRM + Arihant PLUS 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
Arihant PLUS
Automatically do this!
View Order Trail
View Demat Holdings
Get Account Funds
Place Order
Find Orders
Find Stocks
Cancel Order
Get Orders
Edit Order
View Order Trail in Arihant PLUS when Get recent contracts from ClearCRM
Use this flowView Demat Holdings in Arihant PLUS when Get recent contracts from ClearCRM
Use this flowGet Account Funds from Arihant PLUS when Get recent contracts from ClearCRM
Use this flowPlace Order on Arihant PLUS when Get recent contracts from ClearCRM
Use this flowFind Orders in Arihant PLUS when Get recent contracts from ClearCRM
Use this flowFind Stocks in Arihant PLUS when Get recent contracts from ClearCRM
Use this flowCancel Order in Arihant PLUS when Get recent contracts from ClearCRM
Use this flowGet Orders from Arihant PLUS when Get recent contracts from ClearCRM
Use this flowEdit Order in Arihant PLUS when Get recent contracts from ClearCRM
Use this flowView Order Trail in Arihant PLUS when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Arihant PLUS.
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.
View Order Trail
View an order's status and event history.
View Demat Holdings
View Demat holdings and profit and loss for the account.
Get Account Funds
See the account's available funds and balances.
Place Order
Place a market, limit, cover, or bracket order for stocks, futures, or options.
Find Orders
Retrieve your order book or a specific order's status.
Find Stocks
Find stock symbols on a selected exchange by company name or symbol. Optionally filter by instrument type, F&O eligibility, and result limit.
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.
Learn moreSimilar apps
About Arihant PLUS
Arihant PLUS offers secure online trading, stock market investing, mutual funds, IPO access, portfolio management, and research tools in one powerful investment platform.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Arihant PLUS 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 Arihant PLUS 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 Arihant PLUS. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Arihant PLUS, and a separate workflow where Arihant PLUS 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 Arihant PLUS. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Arihant PLUS integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
