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When this happensTriggers
A trigger is an event that starts a workflow.
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get leads added in the configured time window and include each lead's added time in UTC.
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Action is the task that follows automatically within your ClearCRM integrations.
Create a new lead in Clear CRM using the contact and company details you provide.
Get the all existing data of all userinfo.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ClearCRM and Creative Cloud Libraries accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Creative Cloud Libraries (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Creative Cloud Libraries. This includes choosing which data fields go into which fields of Creative Cloud Libraries, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Creative Cloud Libraries typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClearCRM and Creative Cloud Libraries. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAdobe Creative Cloud Libraries makes the core design assets for your brand or personal projects available to you anywhere. Easily collect and organize images, colors, text styles, and other elements created in various Creative Cloud desktop and mobile apps. Then reuse and modify these assets across projects, devices, other Creative Cloud apps, and teams.
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