Connect ClearCRM and GanttPRO to Build Intelligent Automations

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ClearCRM

When this happens...

Choose an Action

GanttPRO

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Ready to use ClearCRM and GanttPRO automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

New Payment

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 Task

Create Task

Create a new task in a GanttPRO project with specified name, dates, status, priority, progress, estimation, deadline, and color.

Create Project

Create Project

Create a new project in GanttPRO with a name, optional description, start date, and configuration (duration view and working days).

Delete Task

Delete Task

Permanently deletes the selected task from the specified GanttPRO project.

Update task

Update task

Update an existing GanttPRO task — modify its name, description, status, priority, progress, deadline, estimation, or color.

Add Comment To Task

Add Comment To Task

Adds a comment to a specific task in a GanttPRO project by the selected user.

Request a new Action for ClearCRM

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Frequently Asked Questions

How do I start an integration between ClearCRM and GanttPRO?

To start, connect both your ClearCRM and GanttPRO accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in GanttPRO (or vice versa).

Can we customize how data from ClearCRM is recorded in GanttPRO?

Absolutely. You can customize how ClearCRM data is recorded in GanttPRO. This includes choosing which data fields go into which fields of GanttPRO, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ClearCRM and GanttPRO?

The data sync between ClearCRM and GanttPRO typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ClearCRM to GanttPRO?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ClearCRM and GanttPRO?

Yes, you can set conditional logic to control the flow of data between ClearCRM and GanttPRO. 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.

ClearCRM

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.

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GanttPRO

About GanttPRO

Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.

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