Connect ClearCRM and folk
Integrate ClearCRM with folk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Person in Folk when Get recent contracts from ClearCRM
Create Company in Folk when Get recent contracts from ClearCRM
Update Person in Folk when Get recent contracts from ClearCRM
Update Company in Folk when Get recent contracts from ClearCRM
List Person from Folk when Get recent contracts from ClearCRM
Popular ClearCRM + folk 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
folk
Automatically do this!
Create Person
Create Company
Update Person
Update Company
List Person
List Company
Get a Company
Get a Person
Create Person in Folk when Get recent contracts from ClearCRM
Use this flowCreate Company in Folk when Get recent contracts from ClearCRM
Use this flowUpdate Person in Folk when Get recent contracts from ClearCRM
Use this flowUpdate Company in Folk when Get recent contracts from ClearCRM
Use this flowList Person from Folk when Get recent contracts from ClearCRM
Use this flowList Company from Folk when Get recent contracts from ClearCRM
Use this flowGet a Company in Folk when Get recent contracts from ClearCRM
Use this flowGet a Person in Folk when Get recent contracts from ClearCRM
Use this flowCreate Person in Folk when New Customer in Clearcrm
Use this flowCreate Company in Folk when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and folk.
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 Person
Add Person
Create Company
Create a new contact Company in your folk group .
Update Person
Update a contact Person in your folk group.
Update Company
Update a contact Company in your folk group.
List Person
Seach a Person by their person ID,email,name
List Company
Search a company by their Contact ID, Email, or Name.
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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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.
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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 folk
Folk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and folk 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 folk 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 folk. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in folk, and a separate workflow where folk 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 folk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and folk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
