Connect ClearCRM and Gorgias to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Create Gorgias ticket
Create customer
Update Customer
Delete Customer
Add message to ticket
Create User
Update User
Delete User
Create team
Update Team
Delete Team
Ready to use ClearCRM and Gorgias automations
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Actions and Triggers
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 a lead
Create a new lead in Clear CRM using the contact and company details you provide.
Create Gorgias ticket
Create a new support ticket in Gorgias using the customer's email, subject, tags, and initial message.
Create customer
Add a new customer to Gorgias with their contact channel, name, email, language, and time zone.
Update Customer
Update a customer's name, email, language, timezone, or contact channel using their customer ID.
Delete Customer
Remove a customer from Gorgias using their customer ID.
Add message to ticket
Add a message to the selected Gorgias ticket so it appears in the ticket conversation.
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Frequently Asked Questions
To start, connect both your ClearCRM and Gorgias accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Gorgias (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Gorgias. This includes choosing which data fields go into which fields of Gorgias, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Gorgias 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 Gorgias. 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.
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 MoreAbout Gorgias
Gorgias is a customer support helpdesk designed for e-commerce businesses. It centralizes customer interactions and automates responses to streamline support operations.
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