Connect ClearCRM and Businessmap
Integrate ClearCRM with Businessmap to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a Comment to a Card in Businessmap when Get recent contracts from ClearCRM
Get Columns in Businessmap when Get recent contracts from ClearCRM
Get a Card Attachments from Businessmap when Get recent contracts from ClearCRM
Get all Comments in Businessmap when Get recent contracts from ClearCRM
Find Card in Businessmap when Get recent contracts from ClearCRM
Popular ClearCRM + Businessmap 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
Businessmap
Automatically do this!
Add a Comment to a Card
Get Columns
Get a Card Attachments
Get all Comments
Find Card
Create a Attachment
Update an Attachment
Create a Card
Log Time for Card
Unblock a Card
Add Subtask
Create a Board
Archive/Unarchive Card
Discard Card or Restore Discarded Card
Create a Tag
List Boards
List Card
Add a Comment to a Card in Businessmap when Get recent contracts from ClearCRM
Use this flowGet Columns in Businessmap when Get recent contracts from ClearCRM
Use this flowGet a Card Attachments from Businessmap when Get recent contracts from ClearCRM
Use this flowGet all Comments in Businessmap when Get recent contracts from ClearCRM
Use this flowFind Card in Businessmap when Get recent contracts from ClearCRM
Use this flowCreate a Attachment in Businessmap when Get recent contracts from ClearCRM
Use this flowUpdate an Attachment in Businessmap when Get recent contracts from ClearCRM
Use this flowCreate a Card on Businessmap when Get recent contracts from ClearCRM
Use this flowLog Time for Card in Businessmap when Get recent contracts from ClearCRM
Use this flowUnblock a Card in Businessmap when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Businessmap.
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.
Add a Comment to a Card
Adds a new comment to a card.
Get Columns
Get all columns for specific workflow and board.
Get a Card Attachments
Get card attachment by card ID.
Get all Comments
Get all comments by card ID.
Find Card
Finds a card.
Create a Attachment
Creates a new attachment.
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 Businessmap
BusinessMap is a powerful tool for visualizing and analyzing business data geographically. It helps companies to manage their resources and planning strategies effectively by mapping out critical business information on interactive maps.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Businessmap 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 Businessmap 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 Businessmap. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Businessmap, and a separate workflow where Businessmap 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 Businessmap. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Businessmap integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
