Connect ClearCRM and Folderit
Integrate ClearCRM with Folderit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update User Profile in Folderit when Get recent leads from ClearCRM
Delete a Person from Folderit when New Proposal in Clearcrm
Update User Profile in Folderit when New Project in Clearcrm
Create a Group in Folderit when New Customer in Clearcrm
Update Group Name in Folderit when New Invoice in Clearcrm
Popular ClearCRM + Folderit 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
Folderit
Automatically do this!
Create an Account
Update Account Information
Delete an Account
Create a Group
Update Group Name
Delete a Group
Update User Profile
Add a Person
Update a Person
Delete a Person
Update User Profile in Folderit when Get recent leads from ClearCRM
Use this flowDelete a Person from Folderit when New Proposal in Clearcrm
Use this flowUpdate User Profile in Folderit when New Project in Clearcrm
Use this flowCreate a Group in Folderit when New Customer in Clearcrm
Use this flowUpdate Group Name in Folderit when New Invoice in Clearcrm
Use this flowDelete an Account in Folderit when New Estimate in Clearcrm
Use this flowDelete a Group from Folderit when New Payment in Clearcrm
Use this flowUpdate User Profile in Folderit when New Invoice in Clearcrm
Use this flowDelete an Account in Folderit when Get recent contracts from ClearCRM
Use this flowCreate a Group in Folderit when New Estimate in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Folderit.
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 an Account
Create a new account.
Update Account Information
Update the details of an existing account.
Delete an Account
Delete a specific account.
Create a Group
Create a new group under the account.
Update Group Name
Update the name of a group under the account.
Delete a Group
Delete a group from the 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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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 Folderit
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Folderit 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 Folderit 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 Folderit. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Folderit, and a separate workflow where Folderit 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 Folderit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Folderit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
