Connect ClearCRM and Datafiniti
Integrate ClearCRM with Datafiniti to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Businesses in Datafiniti when Get recent contracts from ClearCRM
Extract data from URL using Datafiniti when Get recent contracts from ClearCRM
Search Businesses in Datafiniti when New Customer in Clearcrm
Extract data from URL using Datafiniti when New Customer in Clearcrm
Search Businesses in Datafiniti when New Estimate in Clearcrm
Popular ClearCRM + Datafiniti 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
Datafiniti
Automatically do this!
Search Businesses
Extract data from URL
Search Businesses in Datafiniti when Get recent contracts from ClearCRM
Use this flowExtract data from URL using Datafiniti when Get recent contracts from ClearCRM
Use this flowSearch Businesses in Datafiniti when New Customer in Clearcrm
Use this flowExtract data from URL using Datafiniti when New Customer in Clearcrm
Use this flowSearch Businesses in Datafiniti when New Estimate in Clearcrm
Use this flowExtract data from URL using Datafiniti when New Estimate in Clearcrm
Use this flowSearch Businesses in Datafiniti when New Invoice in Clearcrm
Use this flowExtract data from URL using Datafiniti when New Invoice in Clearcrm
Use this flowSearch Businesses in Datafiniti when Get recent leads from ClearCRM
Use this flowExtract data from URL using Datafiniti when Get recent leads from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Datafiniti.
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.
Search Businesses
Search businesses by name and retrieve business data (JSON or CSV). Optionally download results and limit the number of records.
Extract data from URL
Extract structured product and page details (images, categories, identifiers) from a webpage URL.
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 Datafiniti
Datafiniti is a comprehensive data platform that provides access to a wide range of web data, enabling businesses to gather insights and make informed decisions. With its robust data collection and processing capabilities, Datafiniti helps users streamline their data acquisition processes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Datafiniti 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 Datafiniti 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 Datafiniti. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Datafiniti, and a separate workflow where Datafiniti 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 Datafiniti. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Datafiniti integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
