Connect ClearCRM and Extracta.ai
Integrate ClearCRM with Extracta.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create extraction in Extracta.ai when Get recent contracts from ClearCRM
Update extraction in Extracta.ai when Get recent contracts from ClearCRM
View Extraction in Extracta.ai when Get recent contracts from ClearCRM
Delete Extraction from Extracta.ai when Get recent contracts from ClearCRM
Upload Files to Extracta.ai when Get recent contracts from ClearCRM
Popular ClearCRM + Extracta.ai 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
Extracta.ai
Automatically do this!
Create extraction
Update extraction
View Extraction
Delete Extraction
Upload Files
Get Extraction results
Create extraction in Extracta.ai when Get recent contracts from ClearCRM
Use this flowUpdate extraction in Extracta.ai when Get recent contracts from ClearCRM
Use this flowView Extraction in Extracta.ai when Get recent contracts from ClearCRM
Use this flowDelete Extraction from Extracta.ai when Get recent contracts from ClearCRM
Use this flowUpload Files to Extracta.ai when Get recent contracts from ClearCRM
Use this flowGet Extraction results from Extracta.ai when Get recent contracts from ClearCRM
Use this flowCreate extraction in Extracta.ai when New Customer in Clearcrm
Use this flowUpdate extraction in Extracta.ai when New Customer in Clearcrm
Use this flowView Extraction in Extracta.ai when New Customer in Clearcrm
Use this flowDelete Extraction from Extracta.ai when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Extracta.ai.
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 extraction
Create an extraction that captures specified fields from your documents.
Update extraction
Update an extraction's name, description, language, processing options, and fields.
View Extraction
Retrieve details for a specific extraction, including its name, language, options, status, and fields.
Delete Extraction
Delete an entire extraction, a specific batch, or a single file.
Upload Files
Upload one or more files to an extraction for processing, and optionally add them to an existing batch.
Get Extraction results
Get extraction results and file links for a batch or a specific file.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating ClearCRM and Extracta.ai free
No credit card required. Set up your first workflow in minutes.
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 Extracta.ai
Extracta.ai is a cutting-edge AI tool designed to streamline data extraction processes. It leverages advanced machine learning algorithms to efficiently extract, process, and analyze data from various sources, making it an invaluable asset for businesses looking to enhance their data-driven decision-making capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Extracta.ai 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 Extracta.ai 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 Extracta.ai. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Extracta.ai, and a separate workflow where Extracta.ai 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 Extracta.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Extracta.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
