Connect ClearCRM and Discord
Integrate ClearCRM with Discord to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Message on Channel on a Discord channel when Get recent contracts from ClearCRM
Assign Role to Member in Discord when Get recent contracts from ClearCRM
Rename Channel in Discord when Get recent contracts from ClearCRM
Send Direct Message on Discord when Get recent contracts from ClearCRM
Find Channel in Discord when Get recent contracts from ClearCRM
Popular ClearCRM + Discord 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
Discord
Automatically do this!
Send Message on Channel
Assign Role to Member
Rename Channel
Send Direct Message
Find Channel
Find User
List Guild Templates
List Channels
List Guild Members
Create Channel Invite
Get Messages of Channel
Create a Forum Post
Send Message to Forum Post
Remove User Role
List Forum Posts
Send Message on Channel on a Discord channel when Get recent contracts from ClearCRM
Use this flowAssign Role to Member in Discord when Get recent contracts from ClearCRM
Use this flowRename Channel in Discord when Get recent contracts from ClearCRM
Use this flowSend Direct Message on Discord when Get recent contracts from ClearCRM
Use this flowFind Channel in Discord when Get recent contracts from ClearCRM
Use this flowFind User in Discord when Get recent contracts from ClearCRM
Use this flowList Guild Templates from Discord when Get recent contracts from ClearCRM
Use this flowList Channels from Discord when Get recent contracts from ClearCRM
Use this flowList Guild Members from Discord when Get recent contracts from ClearCRM
Use this flowCreate Channel Invite in Discord when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Discord.
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 Message on Channel
Sends a new message to a specified channel.
Assign Role to Member
Assign an existing role to a member in the selected Discord server.
Rename Channel
Rename a Discord channel.
Send Direct Message
Send a direct message to a specific user.
Find Channel
Search for channels in the selected Discord server by channel name and return all matching channels.
Find User
Search for members in the selected Discord server by their username. Optionally limit the number of matching users returned.
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 Discord
Discord is a popular communication platform designed for creating communities. It offers voice, video, and text chat options, making it ideal for gamers, educators, and various online communities to connect and collaborate.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Discord 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 Discord 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 Discord. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Discord, and a separate workflow where Discord 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 Discord. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Discord integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
