Connect ClearCRM and GitHub to Build Intelligent Automations

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ClearCRM

When this happens...

Choose an Action

GitHub

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Ready to use ClearCRM and GitHub 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 Issue

Create Issue

Create a new issue in repo

Get Repository Details

Get Repository Details

Return repository details

Get Pull Requests Details

Get Pull Requests Details

fetches details of a specific Pull Request from GitHub.

Update GitHub Issue

Update GitHub Issue

Modify an existing issue's title, description, state, assignees, labels, or milestone in a GitHub repository.

Find Issue

Find Issue

Find an issue in a repo

Find Organization

Find Organization

Find an organization by name

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Frequently Asked Questions

How do I start an integration between ClearCRM and GitHub?

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

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

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

How often does the data sync between ClearCRM and GitHub?

The data sync between ClearCRM and GitHub 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 GitHub?

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 GitHub?

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

About GitHub

GitHub is a developer platform for hosting code, collaborating on software projects, managing issues and pull requests, automating workflows, and securing the software development lifecycle with tools like GitHub Actions and Advanced Security.

Learn More