Connect ClearCRM and Capgo
Integrate ClearCRM with Capgo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete an Organization from Capgo when Get recent contracts from ClearCRM
Get Statistics from Capgo when Get recent contracts from ClearCRM
Create a channel in Capgo when Get recent contracts from ClearCRM
Create an App with Capgo when Get recent contracts from ClearCRM
Delete an App from Capgo when Get recent contracts from ClearCRM
Popular ClearCRM + Capgo 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
Capgo
Automatically do this!
Update an Organization
Create an Organization
Delete an Organization
Get All Members
Get Statistics
Create a channel
Create an App
Delete an App
Get all Organizations
List all Apps
Delete an Organization from Capgo when Get recent contracts from ClearCRM
Use this flowGet Statistics from Capgo when Get recent contracts from ClearCRM
Use this flowCreate a channel in Capgo when Get recent contracts from ClearCRM
Use this flowCreate an App with Capgo when Get recent contracts from ClearCRM
Use this flowDelete an App from Capgo when Get recent contracts from ClearCRM
Use this flowGet all Organizations in Capgo when Get recent contracts from ClearCRM
Use this flowDelete an Organization from Capgo when New Customer in Clearcrm
Use this flowGet All Members from Capgo when New Customer in Clearcrm
Use this flowGet Statistics from Capgo when New Customer in Clearcrm
Use this flowCreate an App with Capgo when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Capgo.
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.
Update an Organization
Update an existing organization.
Create an Organization
Create a new organization.
Delete an Organization
Delete an existing organization.
Get All Members
Get all members of an organization.
Get Statistics
Get statistics for a specific organization.
Create a channel
Create a channel configuration.
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 Capgo
Capgo is a cutting-edge platform designed to enhance the capabilities of mobile app developers by providing real-time updates and seamless deployment solutions. It streamlines the process of managing and updating mobile applications, ensuring that users always have access to the latest features and improvements without the need for traditional app store updates.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Capgo 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 Capgo 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 Capgo. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Capgo, and a separate workflow where Capgo 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 Capgo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Capgo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
