Connect ClearCRM and Elastic Email
Integrate ClearCRM with Elastic Email to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Campaigns from Elastic Email when Get recent contracts from ClearCRM
Get a Contact in Elasticemail when Get recent contracts from ClearCRM
Get All Contacts from Elastic Email when Get recent contracts from ClearCRM
Create or Update Template in Elastic Email when Get recent contracts from ClearCRM
Get All Templates from Elastic Email when Get recent contracts from ClearCRM
Popular ClearCRM + Elastic Email 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
Elastic Email
Automatically do this!
List Campaigns
Get a Contact
Get All Contacts
Create or Update Template
Get All Templates
Unsubscribe Contacts
Get All Contacts from a List
Get a Contact by Email
Delete Contact by Email
Create Contact
Create Contact List
List Campaigns from Elastic Email when Get recent contracts from ClearCRM
Use this flowGet a Contact in Elasticemail when Get recent contracts from ClearCRM
Use this flowGet All Contacts from Elastic Email when Get recent contracts from ClearCRM
Use this flowCreate or Update Template in Elastic Email when Get recent contracts from ClearCRM
Use this flowGet All Templates from Elastic Email when Get recent contracts from ClearCRM
Use this flowUnsubscribe Contacts in Elastic Email when Get recent contracts from ClearCRM
Use this flowGet All Contacts from a List from a list in Elastic Email when Get recent contracts from ClearCRM
Use this flowGet a Contact by Email in Elasticemail when Get recent contracts from ClearCRM
Use this flowDelete Contact by Email in Elastic Email when Get recent contracts from ClearCRM
Use this flowCreate Contact in Elastic Email when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Elastic Email.
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.
List Campaigns
List all campaigns or get a campaign by name.
Get a Contact
Get a contact details by email.
Get All Contacts
Retrieve all existing contacts.
Create or Update Template
Create or update an email template by name.
Get All Templates
Get all email templates.
Unsubscribe Contacts
Mark one or more contacts as unsubscribed.
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 Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Elastic Email 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 Elastic Email 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 Elastic Email. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Elastic Email, and a separate workflow where Elastic Email 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 Elastic Email. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Elastic Email integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
