Full list

Supported Triggers & Actions

Everything you can automate between ClearCRM and AssemblyAI.

When this happensTriggers

A trigger is an event that starts a workflow.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

New Payment

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.

Transcribe

Transcribe

Transcribe an audio or video file using AssemblyAI.

Get Transcript Redacted Audio Result

Get Transcript Redacted Audio Result

Get the result of the redacted audio model.

Get Transcript

Get Transcript

Get details of a transcript by its id.

Get Transcript Sentences

Get Transcript Sentences

Retrieve the sentences of the transcript by its ID.

Get Transcript Paragraph

Get Transcript Paragraph

Retrieve the paragraphs of the transcript by its ID.

Get Transcript Subtitles

Get Transcript Subtitles

Export the transcript as SRT or VTT subtitles.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect ClearCRM and AssemblyAI?

Sign up for a free viaSocket account, then authorize both your ClearCRM and AssemblyAI 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and AssemblyAI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from ClearCRM to AssemblyAI?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach AssemblyAI. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where ClearCRM triggers actions in AssemblyAI, and a separate workflow where AssemblyAI triggers actions in ClearCRM. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between ClearCRM and AssemblyAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire ClearCRM and AssemblyAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.