Connect ClearCRM and Datawrapper
Integrate ClearCRM with Datawrapper to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Chart in Datawrapper when Get recent contracts from ClearCRM
List Charts from Datawrapper when Get recent contracts from ClearCRM
List Users from Datawrapper when Get recent contracts from ClearCRM
List Folders in Datawrapper when Get recent contracts from ClearCRM
Delete a Chart in Datawrapper when Get recent contracts from ClearCRM
Popular ClearCRM + Datawrapper 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
Datawrapper
Automatically do this!
Create a Chart
List Charts
List Users
List Folders
Delete a Chart
List Workspaces
Create a Folder
Create a Workspace
Update Chart
Upload Data to a Chart
List Themes
List Teams
Publish Chart
Unpublish a Chart
Copy Chart
Get Chart Publish Status
Get Chart Embed Codes
Get Chart Data
Export Chart
Create a Chart in Datawrapper when Get recent contracts from ClearCRM
Use this flowList Charts from Datawrapper when Get recent contracts from ClearCRM
Use this flowList Users from Datawrapper when Get recent contracts from ClearCRM
Use this flowList Folders in Datawrapper when Get recent contracts from ClearCRM
Use this flowDelete a Chart in Datawrapper when Get recent contracts from ClearCRM
Use this flowList Workspaces in Datawrapper when Get recent contracts from ClearCRM
Use this flowCreate a Folder in Datawrapper when Get recent contracts from ClearCRM
Use this flowCreate a Workspace in Datawrapper when Get recent contracts from ClearCRM
Use this flowUpdate Chart in Datawrapper when Get recent contracts from ClearCRM
Use this flowUpload Data to a Chart to Datawrapper when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Datawrapper.
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 a Chart
Create a chart with a title and type, add data and metadata (intro, byline, source, notes, number format), choose a theme and placement (workspace, folder, or organization), and optionally customize visualization settings, colors, and publish/embed options.
List Charts
Find charts by ID, title, or filters, with optional pagination.
List Users
Retrieve a user by ID or list a team’s members, with optional search, ordering, and pagination.
List Folders
Retrieve folders in a workspace, optionally filtering by workspace (slug or name) or by folder name or ID.
Delete a Chart
Delete a chart permanently or move it to trash (recoverable for 30 days).
List Workspaces
Retrieve workspaces from the connected account.
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 Datawrapper
Datawrapper is a powerful tool for creating charts, maps, and tables from your data, making it easy to visualize and share insights. It is designed to help users transform raw data into clear, engaging visualizations that can be embedded in websites or shared across platforms.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Datawrapper 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 Datawrapper 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 Datawrapper. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Datawrapper, and a separate workflow where Datawrapper 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 Datawrapper. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Datawrapper integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
