Connect ClearCRM and Cincopa
Integrate ClearCRM with Cincopa to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Gallery in Cincopa when Get recent contracts from ClearCRM
Upload Asset to Gallery to the Cincopa Gallery when Get recent contracts from ClearCRM
Delete Gallery in Cincopa when Get recent contracts from ClearCRM
Set Gallery Metadata on Cincopa when Get recent contracts from ClearCRM
Add Gallery Assets to Cincopa when Get recent contracts from ClearCRM
Popular ClearCRM + Cincopa 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
Cincopa
Automatically do this!
Create Gallery
Upload Asset to Gallery
Delete Gallery
Set Gallery Metadata
Add Gallery Assets
Remove Galley Asset
List Galley Assets
Set Master to Gallery
Delete Asset
Verify Subdomain
Create Gallery in Cincopa when Get recent contracts from ClearCRM
Use this flowUpload Asset to Gallery to the Cincopa Gallery when Get recent contracts from ClearCRM
Use this flowDelete Gallery in Cincopa when Get recent contracts from ClearCRM
Use this flowSet Gallery Metadata on Cincopa when Get recent contracts from ClearCRM
Use this flowAdd Gallery Assets to Cincopa when Get recent contracts from ClearCRM
Use this flowRemove Galley Asset from Cincopa when Get recent contracts from ClearCRM
Use this flowList Galley Assets in Cincopa when Get recent contracts from ClearCRM
Use this flowSet Master to Gallery in Cincopa when Get recent contracts from ClearCRM
Use this flowDelete Asset from Cincopa when Get recent contracts from ClearCRM
Use this flowVerify Subdomain in Cincopa when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Cincopa.
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 Gallery
Creates a Gallery.
Upload Asset to Gallery
Upload an asset to Gallery.
Delete Gallery
Deletes a gallery.
Set Gallery Metadata
This action allows you to update a gallery's metadata.
Add Gallery Assets
Adds Assets to Gallery.
Remove Galley Asset
Removes Asset from Galley.
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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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 Cincopa
Cincopa is multimedia solution allowing to handle all aspects of hosting, managing, publishing, and sharing multiple types of media content.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Cincopa 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 Cincopa 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 Cincopa. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Cincopa, and a separate workflow where Cincopa 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 Cincopa. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Cincopa integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
