Connect ClearCRM and Bonusly to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Create New Admin User
Update a User
List Users
List Achievements
Create Bonus
Search User
Create Bonus Advanced
List Bonuses
Ready to use ClearCRM and Bonusly automations
Actions and Triggers
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 New Admin User
Creates a New Admin User.
Update a User
Update a User detail.
List Users
Retturns list of all users from Bonusly.
List Achievements
View the 50 most recent achievements.
Create Bonus
This action allows to create Bonus.
Search User
This action Search a User by User ID.
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Frequently Asked Questions
To start, connect both your ClearCRM and Bonusly accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Bonusly (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Bonusly. This includes choosing which data fields go into which fields of Bonusly, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Bonusly 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 Bonusly. 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.
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 MoreAbout Bonusly
Bonusly is a fun, personal recognition and rewards program that enriches your company culture, improves employee engagement, and celebrates your core values. With Bonusly, everyone in your organization can publicly recognize everyone else by giving small bonuses that add up to meaningful rewards.
Learn More
