Connect ClearCRM and Coupontools
Integrate ClearCRM with Coupontools to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Coupon by Email in Coupontools when Get recent contracts from ClearCRM
Create Subaccount in Coupontools when Get recent contracts from ClearCRM
Create Directory User in Coupontools when Get recent contracts from ClearCRM
Create a Single Use Session for a coupon in Coupontools when Get recent contracts from ClearCRM
Change Status Directory User in Coupontools when Get recent contracts from ClearCRM
Popular ClearCRM + Coupontools 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
Coupontools
Automatically do this!
Send Coupon by Email
Create Subaccount
Create Directory User
Create a Single Use Session for a coupon
Change Status Directory User
Send Coupon by SMS
Send Coupon by Email in Coupontools when Get recent contracts from ClearCRM
Use this flowCreate Subaccount in Coupontools when Get recent contracts from ClearCRM
Use this flowCreate Directory User in Coupontools when Get recent contracts from ClearCRM
Use this flowCreate a Single Use Session for a coupon in Coupontools when Get recent contracts from ClearCRM
Use this flowChange Status Directory User in Coupontools when Get recent contracts from ClearCRM
Use this flowSend Coupon by SMS using Coupontools when Get recent contracts from ClearCRM
Use this flowSend Coupon by Email in Coupontools when New Customer in Clearcrm
Use this flowCreate Subaccount in Coupontools when New Customer in Clearcrm
Use this flowCreate Directory User in Coupontools when New Customer in Clearcrm
Use this flowCreate a Single Use Session for a coupon in Coupontools when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Coupontools.
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.
Send Coupon by Email
Send a coupon by email
Create Subaccount
Creates a new subaccount
Create Directory User
Creates a new user for a directory
Create a Single Use Session for a coupon
Create a single-use URL for a coupon.
Change Status Directory User
(un)block user to (dis)allow Access to directory
Send Coupon by SMS
Sends a coupon via sms
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 Coupontools
Coupontools is a powerful platform designed to create, distribute, and track digital coupons and vouchers. It offers businesses an efficient way to engage customers, boost sales, and enhance marketing campaigns through customizable and interactive coupon solutions.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Coupontools 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 Coupontools 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 Coupontools. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Coupontools, and a separate workflow where Coupontools 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 Coupontools. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Coupontools integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
