Connect ClearCRM and Dust
Integrate ClearCRM with Dust to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Talk to an Agent in Dust when Get recent contracts from ClearCRM
Upload Document to Dust when Get recent contracts from ClearCRM
Search Agent on Dust when Get recent contracts from ClearCRM
List All Spaces from Dust when Get recent contracts from ClearCRM
List All Data Sources from Dust when Get recent contracts from ClearCRM
Popular ClearCRM + Dust 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
Dust
Automatically do this!
Talk to an Agent
Upload Document
Search Agent
List All Spaces
List All Data Sources
List All Documents
Talk to an Agent in Dust when Get recent contracts from ClearCRM
Use this flowUpload Document to Dust when Get recent contracts from ClearCRM
Use this flowSearch Agent on Dust when Get recent contracts from ClearCRM
Use this flowList All Spaces from Dust when Get recent contracts from ClearCRM
Use this flowList All Data Sources from Dust when Get recent contracts from ClearCRM
Use this flowList All Documents from Dust when Get recent contracts from ClearCRM
Use this flowTalk to an Agent in Dust when New Customer in Clearcrm
Use this flowUpload Document to Dust when New Customer in Clearcrm
Use this flowSearch Agent on Dust when New Customer in Clearcrm
Use this flowList All Spaces from Dust when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Dust.
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.
Talk to an Agent
Send a message to a Dust a gent and retrieve the answer.
Upload Document
Upload document to data source
Search Agent
Search for agent configurations by name in the workspace.
List All Spaces
Show all spaces in workspace
List All Data Sources
List data sources in a space
List All Documents
List documents in data source
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.
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About Dust
Dust.tt is a comprehensive workflow automation platform designed to seamlessly integrate and manage data across various sources. It provides robust tools for automating document workflows, data management, and API integrations, helping businesses streamline their operations. Whether it's cloud storage, document handling, or real-time data syncing, Dust.tt allows users to efficiently manage data sources and automate processes to boost productivity.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Dust 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 Dust 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 Dust. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Dust, and a separate workflow where Dust 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 Dust. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Dust integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
