Connect ClearCRM and Copy.ai
Integrate ClearCRM with Copy.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get All Workflow Runs from Copy.ai when Get recent contracts from ClearCRM
Start a Workflow Run in Copy.ai when Get recent contracts from ClearCRM
Get All Workflow Runs from Copy.ai when New Customer in Clearcrm
Start a Workflow Run in Copy.ai when New Customer in Clearcrm
Get All Workflow Runs from Copy.ai when New Estimate in Clearcrm
Popular ClearCRM + Copy.ai 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
Copy.ai
Automatically do this!
Get All Workflow Runs
Start a Workflow Run
Get All Workflow Runs from Copy.ai when Get recent contracts from ClearCRM
Use this flowStart a Workflow Run in Copy.ai when Get recent contracts from ClearCRM
Use this flowGet All Workflow Runs from Copy.ai when New Customer in Clearcrm
Use this flowStart a Workflow Run in Copy.ai when New Customer in Clearcrm
Use this flowGet All Workflow Runs from Copy.ai when New Estimate in Clearcrm
Use this flowStart a Workflow Run in Copy.ai when New Estimate in Clearcrm
Use this flowGet All Workflow Runs from Copy.ai when New Invoice in Clearcrm
Use this flowStart a Workflow Run in Copy.ai when New Invoice in Clearcrm
Use this flowGet All Workflow Runs from Copy.ai when Get recent leads from ClearCRM
Use this flowStart a Workflow Run in Copy.ai when Get recent leads from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Copy.ai.
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.
Get All Workflow Runs
You can view the details of all workflow runs for a workflow.
Start a Workflow Run
Starting a Workflow Run.
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 Copy.ai
Copy.ai is an AI-powered tool designed to help users generate high-quality written content quickly and efficiently. It leverages advanced machine learning algorithms to assist with creating marketing copy, blog posts, social media content, and more, making it an essential tool for marketers, content creators, and businesses looking to streamline their content creation process.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Copy.ai 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 Copy.ai 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 Copy.ai. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Copy.ai, and a separate workflow where Copy.ai 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 Copy.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Copy.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
