Connect ClearCRM and Autopilot
Integrate ClearCRM with Autopilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Autopilot when Get recent contracts from ClearCRM
Update Client in Autopilot when Get recent contracts from ClearCRM
Find Clients in Autopilot when Get recent contracts from ClearCRM
Add Client Address to Autopilot when Get recent contracts from ClearCRM
Create Job in Autopilot when Get recent contracts from ClearCRM
Popular ClearCRM + Autopilot 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
Autopilot
Automatically do this!
Create Client
Update Client
Find Clients
Add Client Address
Create Job
Update Job
Find Jobs
Create Invoice
Update Invoice
Record Invoice Payment
Find Invoices
Create Estimate
Update Estimate
Find Estimates
Add Line Item
Create Client in Autopilot when Get recent contracts from ClearCRM
Use this flowUpdate Client in Autopilot when Get recent contracts from ClearCRM
Use this flowFind Clients in Autopilot when Get recent contracts from ClearCRM
Use this flowAdd Client Address to Autopilot when Get recent contracts from ClearCRM
Use this flowCreate Job in Autopilot when Get recent contracts from ClearCRM
Use this flowUpdate Job in Autopilot when Get recent contracts from ClearCRM
Use this flowFind Jobs in Autopilot when Get recent contracts from ClearCRM
Use this flowCreate Invoice in Autopilot when Get recent contracts from ClearCRM
Use this flowUpdate Invoice in Autopilot when Get recent contracts from ClearCRM
Use this flowRecord Invoice Payment in Autopilot when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Autopilot.
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.
Create Client
Create a client or lead with contact details, service address and tags.
Update Client
Update a client's contact info, type, billing address, notes or preferences. Requires client ID; empty fields unchanged.
Find Clients
Search clients and leads by text, email, phone, type, tag or creation date.
Add Client Address
Add a service address to a client, optionally as the primary address.
Create Job
Create a job for a client with schedule, crew, line items and discount.
Update Job
Change a job's status, dates, notes, address or details. Empty fields stay unchanged.
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 Autopilot
Autopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Autopilot 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 Autopilot 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 Autopilot. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Autopilot, and a separate workflow where Autopilot 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 Autopilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Autopilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
