
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket

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When this happensTriggers
A trigger is an event that starts a workflow.
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get leads added in the configured time window and include each lead's added time in UTC.
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Action is the task that follows automatically within your ClearCRM integrations.
Get performance metrics for selected ad campaigns.
Retrieve ad creative details (images/thumbnails) and performance metrics (clicks, impressions, spend, conversions) for selected Facebook ad accounts and date ranges, with optional breakdowns, filters, and summary.

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To start, connect both your ClearCRM and Facebook Ads Insights accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Facebook Ads Insights (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Facebook Ads Insights. This includes choosing which data fields go into which fields of Facebook Ads Insights, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Facebook Ads Insights typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClearCRM and Facebook Ads Insights. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreFacebook Ads Insights provides detailed analytics and performance metrics for your Facebook advertising campaigns. It helps marketers and businesses understand the effectiveness of their ads, optimize their strategies, and make data-driven decisions to improve ROI.
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