Connect ClearCRM and Easybill
Integrate ClearCRM with Easybill to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Easybill when Get recent contracts from ClearCRM
Delete Customer in Easybill when Get recent contracts from ClearCRM
Update Customer in Easybill when Get recent contracts from ClearCRM
Create Customer Groups in Easybill when Get recent contracts from ClearCRM
Delete Customer Group in Easybill when Get recent contracts from ClearCRM
Popular ClearCRM + Easybill 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
Easybill
Automatically do this!
Create Customer
Delete Customer
Update Customer
Create Customer Groups
Delete Customer Group
Update Customer Groups
List Customer Groups
Create Discount Position
Create Position
Delete Position
Find Invoice Items
Update Position
Update Position Discount
Get Discount Position
Delete Discount Position
Create Discount Position Group
Create Position Groups
Get Position Groups
Update Position Groups
Delete Position Groups
Get Discount Position Group
Update Discount Position Groups
Delete Discount Position Group
Create Project
Get Project
Update Project
Delete Project
Create Task
Get Task
Update Task
Delete Task
Create Text Template
Get Text Templates
Update Text Template
Delete Text Template
Create Serial Number
Get Serial Number
Delete Serial Number
Create Stock
Get Stock
Create Document
Find Documents
Delete Document
Update Document
Cancel Document
Send Document
Convert Document
Create Document Payments
Get Document Payment
Delete Document Payment
Create Time Tracking
Update Time Tracking
Delete Tracking Time
Create SEPA Payment
Update SEPA Payment
Delete SEPA Payment
Create a Contact
Update a Contact
Delete Contact
Delete Post-Boxes
Complete Document
List Documents
Search Customers
List Projects
List Positions
Create Customer in Easybill when Get recent contracts from ClearCRM
Use this flowDelete Customer in Easybill when Get recent contracts from ClearCRM
Use this flowUpdate Customer in Easybill when Get recent contracts from ClearCRM
Use this flowCreate Customer Groups in Easybill when Get recent contracts from ClearCRM
Use this flowDelete Customer Group in Easybill when Get recent contracts from ClearCRM
Use this flowUpdate Customer Groups in Easybill when Get recent contracts from ClearCRM
Use this flowList Customer Groups from Easybill when Get recent contracts from ClearCRM
Use this flowCreate Discount Position in Easybill when Get recent contracts from ClearCRM
Use this flowCreate Position in Easybill when Get recent contracts from ClearCRM
Use this flowDelete Position in Easybill when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Easybill.
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 Customer
Create a customer in a accout
Delete Customer
Delete a Customer from account
Update Customer
Update a customer in a account.
Create Customer Groups
Creates Customer Groups in a account.
Delete Customer Group
Delete a customer group from account.
Update Customer Groups
Updates Customer Group in a 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 Easybill
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Easybill 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 Easybill 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 Easybill. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Easybill, and a separate workflow where Easybill 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 Easybill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Easybill integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
